We are live on ! Find out more
CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
-1.08%
1 Year Est. Return
+20.62%
3 Year Est. Return
+88.19%
5 Year Est. Return
+111.32%
10 Year Est. Return
+389.71%
AUM
$47.4B
AUM Growth
-$7.8B
Cap. Flow
+$97.3M
Cap. Flow %
0.21%
Top 10 Hldgs %
27.26%
Holding
3,317
New
346
Increased
978
Reduced
1,036
Closed
238

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$324M
2
BLK icon
Blackrock
BLK
+$260M
3
AVGO icon
Broadcom
AVGO
+$189M
4
ETN icon
Eaton
ETN
+$186M
5
ELV icon
Elevance Health
ELV
+$167M

Top Sells

Rank Stock Value
1
FTAI icon
FTAI Aviation
FTAI
+$431M
2
HON icon
Honeywell
HON
+$225M
3
USB icon
US Bancorp
USB
+$224M
4
ARES icon
Ares Management
ARES
+$145M
5
BX icon
Blackstone
BX
+$129M

Sector Composition

Rank Sector Weight
1 Technology 24.92%
2 Financials 12.67%
3 Healthcare 12%
4 Industrials 9.27%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TRIP icon
2726
TripAdvisor
TRIP
$1.65B
$1.65K ﹤0.01%
+155
New +$2.43K
KALV
2727
DELISTED
KalVista Pharmaceuticals
KALV
$1.65K ﹤0.01%
+160
New +$1.63K
APG icon
2728
APi Group
APG
$17.2B
$1.64K ﹤0.01%
77
+8
+12% +$200
MBLY icon
2729
Mobileye
MBLY
$2B
$1.63K ﹤0.01%
126
-111
-47% -$1.81K
HELE icon
2730
Helen of Troy
HELE
$644M
$1.63K ﹤0.01%
45
– –
THCH icon
2731
TH International
THCH
$54.1M
$1.63K ﹤0.01%
700
– –
FIBK icon
2732
First Interstate BancSystem
FIBK
$3.69B
$1.62K ﹤0.01%
+68
New +$2.11K
HOLO icon
2733
MicroCloud Hologram
HOLO
$33.9M
$1.62K ﹤0.01%
+75
New +$4.51K
BMRA icon
2734
Biomerica
BMRA
$4.6M
$1.6K ﹤0.01%
413
-75
-15% -$371
WTTR icon
2735
Select Water Solutions
WTTR
$2.3B
$1.59K ﹤0.01%
200
-100
-33% -$1.21K
IMTM icon
2736
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.13B
$1.58K ﹤0.01%
44
– –
PFBC icon
2737
Preferred Bank
PFBC
$1.24B
$1.58K ﹤0.01%
+21
New +$1.82K
GDRX icon
2738
GoodRx Holdings
GDRX
$1.04B
$1.58K ﹤0.01%
386
-336
-47% -$1.58K
FSLY icon
2739
Fastly Inc
FSLY
$3.55B
$1.55K ﹤0.01%
310
– –
KSS icon
2740
Kohl's
KSS
$2.17B
$1.54K ﹤0.01%
+250
New +$2.9K
FENI icon
2741
Fidelity Enhanced International ETF
FENI
$10.8B
$1.54K ﹤0.01%
58
-35
-38% -$1.03K
HIMX
2742
Himax Technologies
HIMX
$2.19B
$1.52K ﹤0.01%
258
-5
-2% -$46
CARG icon
2743
CarGurus
CARG
$3.27B
$1.51K ﹤0.01%
+60
New +$2.1K
LEE icon
2744
Lee Enterprises
LEE
$172M
$1.5K ﹤0.01%
180
– –
OABI icon
2745
OmniAb
OABI
$287M
$1.49K ﹤0.01%
784
-58,800
-99% -$192K
FTXL icon
2746
First Trust Nasdaq Semiconductor ETF
FTXL
$2.09B
$1.46K ﹤0.01%
23
– –
IAG icon
2747
IAMGOLD
IAG
$8.2B
$1.45K ﹤0.01%
250
– –
EMGF icon
2748
iShares Emerging Markets Equity Factor ETF
EMGF
$1.82B
$1.45K ﹤0.01%
+35
New +$1.63K
ZROZ icon
2749
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.31B
$1.44K ﹤0.01%
21
– –
LAB icon
2750
Standard BioTools
LAB
$340M
$1.44K ﹤0.01%
1,400
+500
+56% +$702
108 109
110
111 112

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

CIBC Private Wealth Group's Q1 2025 Portfolio in Review

As of Q1 2025, CIBC Private Wealth Group held 3,317 positions worth $47.4B, down 14% from $55.2B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q1 2025 filing shows 346 new, 978 increased, 1,036 reduced and 238 closed positions. Its largest new stake was Blackrock: 265,301 shares worth $216M. The largest sale was FTAI Aviation, an estimated $431M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 27% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q1 2025 buy was Blackrock: 265,301 shares worth $216M.
  • CIBC Private Wealth Group added most to iShares 0-3 Month Treasury Bond ETF in Q1 2025, an estimated $324M increase.
  • CIBC Private Wealth Group's biggest Q1 2025 reduction was FTAI Aviation, cutting an estimated $431M.
  • CIBC Private Wealth Group fully exited ENLINK MIDSTREAM, LLC in Q1 2025, selling an estimated $45.1M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $47.4B portfolio in Q1 2025.
  • CIBC Private Wealth Group opened 346 new positions and closed 238 in Q1 2025.
  • CIBC Private Wealth Group's portfolio value fell 14% quarter-over-quarter to $47.4B.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.