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
SNAP icon
1376
Snap
SNAP
$7.89B
$95.8K ﹤0.01%
13,254
+629
+5% +$6.56K
BHF icon
1377
Brighthouse Financial
BHF
$3.64B
$95.5K ﹤0.01%
2,018
+12
+0.6% +$670
PK icon
1378
Park Hotels & Resorts
PK
$3.03B
$95.4K ﹤0.01%
10,777
+2,510
+30% +$31.8K
QS icon
1379
QuantumScape Corp
QS
$3.22B
$95.3K ﹤0.01%
27,471
– –
BNT
1380
Brookfield Wealth Solutions
BNT
$11.7B
$94.8K ﹤0.01%
3,182
– –
CLH icon
1381
Clean Harbors
CLH
$16.8B
$94.7K ﹤0.01%
520
-71
-12% -$15.5K
CLOZ icon
1382
Panagram BBB-B CLO ETF
CLOZ
$784M
$94.6K ﹤0.01%
3,722
– –
PCN
1383
PIMCO Corporate & Income Strategy Fund
PCN
$873M
$94.5K ﹤0.01%
7,660
– –
SPTM icon
1384
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$94.5K ﹤0.01%
1,566
– –
MSM icon
1385
MSC Industrial Direct
MSM
$6.78B
$94.1K ﹤0.01%
1,341
+26
+2% +$2.08K
FAF icon
1386
First American
FAF
$7.71B
$93.6K ﹤0.01%
1,613
+98
+6% +$6.21K
HRMY icon
1387
Harmony Biosciences
HRMY
$2.08B
$93.1K ﹤0.01%
3,310
-904
-21% -$32.4K
SOXX icon
1388
iShares Semiconductor ETF
SOXX
$41.7B
$92.6K ﹤0.01%
598
-941
-61% -$201K
R icon
1389
Ryder
R
$9.9B
$92.5K ﹤0.01%
711
-223
-24% -$34.7K
B
1390
Barrick Mining
B
$63.2B
$92.4K ﹤0.01%
5,267
-13,717
-72% -$240K
ICLN icon
1391
iShares Global Clean Energy ETF
ICLN
$2.33B
$92.3K ﹤0.01%
8,738
+138
+2% +$1.57K
STWD icon
1392
Starwood Property Trust
STWD
$6.02B
$92K ﹤0.01%
5,325
– –
UGI icon
1393
UGI
UGI
$7.76B
$92K ﹤0.01%
3,048
-1,768
-37% -$56K
PCY icon
1394
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$92K ﹤0.01%
4,850
– –
EMBC icon
1395
Embecta
EMBC
$217M
$91.6K ﹤0.01%
7,963
-12
-0.2% -$192
IYK icon
1396
iShares US Consumer Staples ETF
IYK
$1.41B
$91.4K ﹤0.01%
1,359
-2,585
-66% -$176K
NTGR icon
1397
NETGEAR
NTGR
$616M
$91.2K ﹤0.01%
4,515
-1,191
-21% -$31.3K
PSIL icon
1398
AdvisorShares Psychedelics ETF
PSIL
$49.4M
$91.2K ﹤0.01%
9,174
– –
FC icon
1399
Franklin Covey
FC
$243M
$90.7K ﹤0.01%
4,600
– –
AGI icon
1400
Alamos Gold
AGI
$11.9B
$90.7K ﹤0.01%
+3,700
New +$83.4K
54 55
56
57 58

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.