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
RPG icon
451
Invesco S&P 500 Pure Growth ETF
RPG
$1.97B
$3.45M 0.01%
101,925
– –
WDC icon
452
Western Digital
WDC
$160B
$3.43M 0.01%
108,662
+106,830
+5,831% +$5.07M
RPRX icon
453
Royalty Pharma
RPRX
$26.6B
$3.42M 0.01%
110,960
+1,160
+1% +$36.8K
AVY icon
454
Avery Dennison
AVY
$12.9B
$3.41M 0.01%
21,358
-532
-2% -$97.8K
TROW icon
455
T. Rowe Price
TROW
$26.1B
$3.4M 0.01%
42,367
+419
+1% +$44.3K
PATK icon
456
Patrick Industries
PATK
$2.91B
$3.4M 0.01%
45,701
-214
-0.5% -$19.2K
YUMC icon
457
Yum China
YUMC
$15.6B
$3.39M 0.01%
77,141
-3,156
-4% -$151K
MSTR icon
458
Strategy Inc
MSTR
$35.1B
$3.38M 0.01%
14,194
-1,292
-8% -$410K
DRI icon
459
Darden Restaurants
DRI
$23.7B
$3.36M 0.01%
18,009
+990
+6% +$191K
SLB icon
460
SLB Ltd
SLB
$74.2B
$3.35M 0.01%
104,781
+499
+0.5% +$20.4K
ACVA icon
461
ACV Auctions
ACVA
$1.43B
$3.3M 0.01%
257,665
+80,466
+45% +$1.48M
DOV icon
462
Dover
DOV
$27.4B
$3.3M 0.01%
21,842
-325
-1% -$62.5K
DAR icon
463
Darling Ingredients
DAR
$9.28B
$3.3M 0.01%
119,391
-6,708
-5% -$235K
PXH icon
464
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.9B
$3.26M 0.01%
173,438
+3,827
+2% +$81.9K
NOC icon
465
Northrop Grumman
NOC
$78B
$3.14M 0.01%
6,384
-247
-4% -$118K
CP icon
466
Canadian Pacific Kansas City
CP
$81.4B
$3.13M 0.01%
46,622
-15,929
-25% -$1.21M
VHT icon
467
Vanguard Health Care ETF
VHT
$18.6B
$3.11M 0.01%
12,927
-599
-4% -$160K
QCLN icon
468
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$589M
$3.1M 0.01%
126,838
-79,919
-39% -$2.57M
VRTX icon
469
Vertex Pharmaceuticals
VRTX
$124B
$3.1M 0.01%
6,562
+508
+8% +$237K
C icon
470
Citigroup
C
$222B
$3.06M 0.01%
52,046
+3,027
+6% +$231K
OS
471
DELISTED
OneStream Inc
OS
$3.05M 0.01%
+170,168
New +$4.36M
AMAT icon
472
Applied Materials
AMAT
$378B
$3.02M 0.01%
23,390
-2,058
-8% -$346K
WAB icon
473
Wabtec
WAB
$51.7B
$3.01M 0.01%
18,797
-397
-2% -$76.1K
ALL icon
474
Allstate
ALL
$70.1B
$3.01M 0.01%
16,392
-2,834
-15% -$552K
ALTG icon
475
Alta Equipment Group
ALTG
$207M
$3.01M 0.01%
761,164
+195,413
+35% +$1.22M
17 18
19
20 21

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.