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
DHI icon
676
D.R. Horton
DHI
$41.2B
$857K ﹤0.01%
7,442
-560
-7% -$75.1K
EG icon
677
Everest Group
EG
$15.6B
$851K ﹤0.01%
2,564
+81
+3% +$28.6K
TFI icon
678
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.06B
$851K ﹤0.01%
19,422
-698
-3% -$31.8K
ZION icon
679
Zions Bancorporation
ZION
$10.1B
$845K ﹤0.01%
20,029
+350
+2% +$18.8K
VCIT icon
680
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$841K ﹤0.01%
10,519
-210
-2% -$17K
JVAL icon
681
JPMorgan US Value Factor ETF
JVAL
$826M
$838K ﹤0.01%
23,188
+445
+2% +$19.4K
STE icon
682
Steris
STE
$22.9B
$830K ﹤0.01%
3,982
+131
+3% +$28.8K
CNO icon
683
CNO Financial Group
CNO
$4.94B
$822K ﹤0.01%
22,770
-2,461
-10% -$98.3K
MU icon
684
Micron Technology
MU
$835B
$822K ﹤0.01%
12,542
-1,636
-12% -$157K
ALSN icon
685
Allison Transmission
ALSN
$9.51B
$822K ﹤0.01%
9,735
+51
+0.5% +$5.41K
CVCO icon
686
Cavco Industries
CVCO
$4.36B
$818K ﹤0.01%
1,778
– –
SPYM
687
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$808K ﹤0.01%
13,839
+2,499
+22% +$173K
LULU icon
688
lululemon athletica
LULU
$13.5B
$807K ﹤0.01%
3,258
+113
+4% +$41.5K
STT icon
689
State Street
STT
$48.4B
$806K ﹤0.01%
10,703
+945
+10% +$90.3K
DG icon
690
Dollar General
DG
$28.4B
$800K ﹤0.01%
9,124
-1,775
-16% -$134K
RHI icon
691
Robert Half
RHI
$4.11B
$796K ﹤0.01%
17,187
-2,285
-12% -$139K
NXPI icon
692
NXP Semiconductors
NXPI
$60.8B
$794K ﹤0.01%
5,174
-4,421
-46% -$943K
KRP icon
693
Kimbell Royalty Partners
KRP
$1.46B
$785K ﹤0.01%
67,799
-58,601
-46% -$885K
BITB icon
694
Bitwise Bitcoin ETF
BITB
$2.44B
$782K ﹤0.01%
18,733
– –
BIZD icon
695
VanEck BDC Income ETF
BIZD
$1.6B
$780K ﹤0.01%
55,909
+8,704
+18% +$149K
UCB
696
United Community Banks
UCB
$4.26B
$779K ﹤0.01%
32,818
– –
MRVI icon
697
Maravai LifeSciences
MRVI
$972M
$774K ﹤0.01%
411,614
+410,939
+60,880% +$1.62M
WTRG icon
698
Essential Utilities
WTRG
$11.5B
$773K ﹤0.01%
20,560
-467
-2% -$17.2K
SKYY icon
699
First Trust Cloud Computing ETF
SKYY
$2.83B
$769K ﹤0.01%
8,592
+43
+0.5% +$5.12K
ALB icon
700
Albemarle
ALB
$13.4B
$768K ﹤0.01%
15,131
-2,833
-16% -$231K
26 27
28
29 30

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.