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
PSCT icon
3226
Invesco S&P SmallCap Information Technology ETF
PSCT
$493M
– –
-300
Closed -$14.6K
PYLD icon
3227
PIMCO Multi Sector Bond Active ETF
PYLD
$15B
– –
-954
Closed -$24.7K
PZA icon
3228
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.23B
– –
-1,676
Closed -$39.4K
QARP icon
3229
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
QARP
$76M
– –
-1,962
Closed -$103K
QGRW icon
3230
WisdomTree US Quality Growth Fund
QGRW
$2.68B
– –
-125
Closed -$6.21K
QMAR icon
3231
FT Vest Growth-100 Buffer ETF March
QMAR
$561M
– –
-1,100
Closed -$32.9K
QMCO icon
3232
Quantum Corp
QMCO
$443M
– –
-11,000
Closed -$346K
RCMT icon
3233
RCM Technologies
RCMT
$202M
– –
-1,000
Closed -$20.2K
REGL icon
3234
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.75B
– –
-110
Closed -$8.77K
RES icon
3235
RPC Inc
RES
$1.2B
– –
-161
Closed -$993
RGP icon
3236
Resources Connection
RGP
$147M
– –
-367
Closed -$3.13K
RLGT icon
3237
Radiant Logistics
RLGT
$388M
– –
-299
Closed -$1.98K
ROG icon
3238
Rogers Corp
ROG
$2.18B
– –
-50
Closed -$4.92K
RPAY icon
3239
Repay Holdings
RPAY
$328M
– –
-16,193
Closed -$121K
HIND
3240
Vyome Holdings
HIND
$14.1M
– –
0
– –
RSST icon
3241
Return Stacked US Stocks & Managed Futures ETF
RSST
$472M
– –
-2,577
Closed -$63.2K
SAGE
3242
DELISTED
Sage Therapeutics
SAGE
– –
-140
Closed -$819
SAH icon
3243
Sonic Automotive
SAH
$3.17B
– –
-33
Closed -$2.13K
SAND
3244
DELISTED
Sandstorm Gold
SAND
– –
-2
Closed -$11
SCD
3245
LMP Capital and Income Fund
SCD
$354M
– –
-300
Closed -$5.03K
SCHL icon
3246
Scholastic
SCHL
$789M
– –
-68
Closed -$1.35K
SCSC icon
3247
Scansource
SCSC
$1.15B
– –
-61
Closed -$2.92K
SCYB icon
3248
Schwab High Yield Bond ETF
SCYB
$2.72B
– –
-198
Closed -$5.19K
SHLD icon
3249
Global X Defense Tech ETF
SHLD
$7B
– –
-50
Closed -$1.88K
SIL icon
3250
Global X Silver Miners ETF NEW
SIL
$4.11B
– –
-2,903
Closed -$96.4K
128 129
130
131 132

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.