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
PII icon
2926
Polaris
PII
$3.82B
$320 ﹤0.01%
10
-27
-73% -$1.29K
ZUMZ icon
2927
Zumiez
ZUMZ
$332M
$317 ﹤0.01%
26
– –
SKIN icon
2928
SkinHealth Systems
SKIN
$88.8M
$314 ﹤0.01%
300
– –
NRDY icon
2929
Nerdy
NRDY
$106M
$313 ﹤0.01%
250
– –
OSUR icon
2930
OraSure Technologies
OSUR
$279M
$302 ﹤0.01%
103
-5
-5% -$18
CODX
2931
Co-Diagnostics
CODX
$5.31M
$299 ﹤0.01%
33
– –
ALB.PRA icon
2932
Albemarle Corp Depositary Shares
ALB.PRA
$2.29B
$298 ﹤0.01%
+11
New +$434
FFSM icon
2933
Fidelity Fundamental Small-Mid Cap ETF
FFSM
$1.46B
$295 ﹤0.01%
+13
New +$350
IRBT
2934
DELISTED
iRobot
IRBT
$294 ﹤0.01%
145
– –
LESL icon
2935
Leslie's
LESL
$8.9M
$293 ﹤0.01%
25
– –
ASRT
2936
DELISTED
Assertio
ASRT
$285 ﹤0.01%
36
– –
RIG icon
2937
Transocean
RIG
$5.89B
$283 ﹤0.01%
129
– –
LAZR
2938
DELISTED
Luminar Technologies
LAZR
$277 ﹤0.01%
+60
New +$363
HCI icon
2939
HCI Group
HCI
$2.23B
$275 ﹤0.01%
+2
New +$254
IX icon
2940
ORIX
IX
$44B
$274 ﹤0.01%
15
-345
-96% -$7.23K
PINK icon
2941
Simplify Health Care ETF
PINK
$375M
$269 ﹤0.01%
10
-20
-67% -$600
VC icon
2942
Visteon
VC
$2.79B
$269 ﹤0.01%
4
-10
-71% -$842
AG icon
2943
First Majestic Silver
AG
$7.41B
$262 ﹤0.01%
50
– –
CMRX
2944
DELISTED
Chimerix, Inc.
CMRX
$255 ﹤0.01%
30
– –
LE icon
2945
Lands' End
LE
$370M
$249 ﹤0.01%
30
– –
DIBS icon
2946
1stdibs.com
DIBS
$149M
$242 ﹤0.01%
100
– –
TE
2947
T1 Energy
TE
$1.16B
$242 ﹤0.01%
233
-92
-28% -$170
BOH icon
2948
Bank of Hawaii
BOH
$3.15B
$240 ﹤0.01%
+4
New +$284
CGC
2949
Canopy Growth
CGC
$387M
$239 ﹤0.01%
288
– –
ADNT icon
2950
Adient
ADNT
$1.65B
$238 ﹤0.01%
23
– –
116 117
118
119 120

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.