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
PWP icon
2776
Perella Weinberg Partners
PWP
$1.29B
$1.27K ﹤0.01%
+82
New +$1.86K
WFH
2777
DELISTED
Direxion Work From Home ETF
WFH
$1.26K ﹤0.01%
25
-25
-50% -$1.63K
BIVI icon
2778
BioVie
BIVI
$11.4M
$1.26K ﹤0.01%
178
– –
JHMM icon
2779
John Hancock Multifactor Mid Cap ETF
JHMM
$5.93B
$1.26K ﹤0.01%
25
– –
MGNI icon
2780
Magnite
MGNI
$2.77B
$1.24K ﹤0.01%
138
+23
+20% +$367
ADT icon
2781
ADT
ADT
$5.62B
$1.24K ﹤0.01%
+164
New +$1.24K
ARHS icon
2782
Arhaus
ARHS
$1.04B
$1.23K ﹤0.01%
+167
New +$1.79K
MCFT icon
2783
MasterCraft Boat Holdings
MCFT
$585M
$1.19K ﹤0.01%
81
-156
-66% -$2.83K
JPLD icon
2784
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
$1.19K ﹤0.01%
23
– –
IAS
2785
DELISTED
Integral Ad Science
IAS
$1.19K ﹤0.01%
180
– –
JNUG icon
2786
Direxion Daily Junior Gold Miners Index Bull 2X ETF
JNUG
$354M
$1.19K ﹤0.01%
25
– –
MMS icon
2787
Maximus
MMS
$3.14B
$1.18K ﹤0.01%
+18
New +$1.28K
ASUR icon
2788
Asure Software
ASUR
$238M
$1.16K ﹤0.01%
132
– –
BRF icon
2789
VanEck Brazil Small-Cap ETF
BRF
$22M
$1.16K ﹤0.01%
100
– –
DHF
2790
BNY Mellon High Yield Strategies Fund
DHF
$171M
$1.16K ﹤0.01%
500
– –
DNN icon
2791
Denison Mines
DNN
$2.58B
$1.15K ﹤0.01%
1,000
– –
KE
2792
Kimball Electronics
KE
$596M
$1.11K ﹤0.01%
86
– –
FWRD icon
2793
Forward Air
FWRD
$448M
$1.1K ﹤0.01%
105
– –
DRH icon
2794
Diamondrock Hospitality Co
DRH
$2.71B
$1.1K ﹤0.01%
+172
New +$1.45K
XENE icon
2795
Xenon Pharmaceuticals
XENE
$6.1B
$1.1K ﹤0.01%
+39
New +$1.48K
KRUS icon
2796
Kura Sushi USA
KRUS
$564M
$1.08K ﹤0.01%
+26
New +$1.83K
CRC icon
2797
California Resources
CRC
$4.61B
$1.07K ﹤0.01%
33
-8
-20% -$380
IOT icon
2798
Samsara
IOT
$21.8B
$1.06K ﹤0.01%
+31
New +$1.44K
ONT
2799
Onterris Inc
ONT
$759M
$1.05K ﹤0.01%
98
-562
-85% -$10.7K
IART icon
2800
Integra LifeSciences
IART
$1.28B
$1.05K ﹤0.01%
+58
New +$1.36K
110 111
112
113 114

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.