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
FSLR icon
301
First Solar
FSLR
$21.8B
$13.3M 0.03%
110,534
+105,055
+1,917% +$16.4M
EXE
302
Expand Energy Corp
EXE
$21.2B
$13.1M 0.03%
130,725
-36,841
-22% -$3.83M
VBK icon
303
Vanguard Small-Cap Growth ETF
VBK
$23.2B
$13M 0.03%
59,316
-17,312
-23% -$4.8M
EMR icon
304
Emerson Electric
EMR
$85B
$13M 0.03%
137,599
-987
-0.7% -$119K
TSLA icon
305
Tesla
TSLA
$1.21T
$12.9M 0.03%
58,368
-29,835
-34% -$9.94M
HESM icon
306
Hess Midstream
HESM
$5.13B
$12.6M 0.03%
356,364
-274,759
-44% -$11.2M
WM icon
307
Waste Management
WM
$96.1B
$12.5M 0.03%
57,717
-4,980
-8% -$1.1M
ILMN icon
308
Illumina
ILMN
$29.2B
$12.5M 0.03%
177,649
+12,344
+7% +$1.34M
VIG icon
309
Vanguard Dividend Appreciation ETF
VIG
$113B
$12.4M 0.03%
71,356
+5,284
+8% +$1.05M
SO icon
310
Southern Company
SO
$109B
$12.3M 0.03%
141,816
+3,993
+3% +$346K
VXF icon
311
Vanguard Extended Market ETF
VXF
$30.5B
$12.1M 0.03%
80,215
-4,602
-5% -$871K
DE icon
312
Deere & Co
DE
$173B
$11.7M 0.02%
28,365
+136
+0.5% +$63.6K
LAD icon
313
Lithia Motors
LAD
$8.17B
$11.3M 0.02%
41,549
-2,863
-6% -$975K
CAT icon
314
Caterpillar
CAT
$387B
$11.2M 0.02%
40,999
-280
-0.7% -$99.7K
GEHC icon
315
GE HealthCare
GEHC
$29.2B
$11.2M 0.02%
190,899
+5,591
+3% +$481K
BNY
316
Bank of New York Mellon
BNY
$106B
$11.2M 0.02%
152,317
+5,690
+4% +$478K
VLO icon
317
Valero Energy
VLO
$88.7B
$11M 0.02%
104,239
-2,746
-3% -$364K
MUB icon
318
iShares National Muni Bond ETF
MUB
$45.3B
$10.6M 0.02%
103,625
-2,931
-3% -$312K
CMI icon
319
Cummins
CMI
$88.5B
$10.5M 0.02%
39,315
+415
+1% +$146K
PM icon
320
Philip Morris
PM
$312B
$10.5M 0.02%
70,036
-2,035
-3% -$288K
EAGL
321
Eagle Capital Select Equity ETF
EAGL
$4.45B
$10.4M 0.02%
412,587
– –
MRSH
322
Marsh
MRSH
$91.7B
$10.3M 0.02%
46,484
-2,602
-5% -$590K
IGSB icon
323
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$10.2M 0.02%
197,323
-9,462
-5% -$492K
AR icon
324
Antero Resources
AR
$10.5B
$10.2M 0.02%
316,646
-49,972
-14% -$1.92M
BKNG icon
325
Booking.com
BKNG
$154B
$10.1M 0.02%
60,525
+675
+1% +$129K
11 12
13
14 15

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.