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
MQT
1426
DELISTED
BlackRock MuniYield Quality Fund II
MQT
$82.2K ﹤0.01%
8,861
– –
THS
1427
DELISTED
Treehouse Foods
THS
$82.1K ﹤0.01%
3,674
-427
-10% -$13.5K
CZNC icon
1428
Citizens & Northern Corp
CZNC
$456M
$81.9K ﹤0.01%
4,357
– –
SLDB icon
1429
Solid Biosciences
SLDB
$836M
$81.7K ﹤0.01%
+30,600
New +$131K
ESLT icon
1430
Elbit Systems
ESLT
$36.8B
$81.4K ﹤0.01%
219
+100
+84% +$32.4K
KBDC
1431
Kayne Anderson BDC
KBDC
$894M
$81.3K ﹤0.01%
5,564
+2,782
+100% +$47K
ORN icon
1432
Orion Group Holdings
ORN
$387M
$81.3K ﹤0.01%
15,750
-1,250
-7% -$8.74K
MGEE icon
1433
MGE Energy Inc
MGEE
$3B
$81.1K ﹤0.01%
933
+3
+0.3% +$273
KBH icon
1434
KB Home
KBH
$3.45B
$80.6K ﹤0.01%
1,551
– –
TDY icon
1435
Teledyne Technologies
TDY
$30.1B
$80.6K ﹤0.01%
185
-104
-36% -$51.4K
EWBC icon
1436
East-West Bancorp
EWBC
$17.9B
$80.4K ﹤0.01%
1,132
– –
HAP icon
1437
VanEck Natural Resources ETF
HAP
$305M
$80.2K ﹤0.01%
1,858
– –
ETW
1438
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.03B
$80K ﹤0.01%
10,987
+256
+2% +$2.17K
SCHP icon
1439
Schwab US TIPS ETF
SCHP
$16.4B
$79.8K ﹤0.01%
3,015
+2,434
+419% +$64K
NFG icon
1440
National Fuel Gas
NFG
$7.84B
$79.4K ﹤0.01%
1,088
-133
-11% -$9.56K
MAC icon
1441
Macerich
MAC
$7.22B
$79.3K ﹤0.01%
5,986
+199
+3% +$3.81K
AA icon
1442
Alcoa
AA
$11.9B
$79K ﹤0.01%
3,499
-1,780
-34% -$62.3K
HYGH icon
1443
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$591M
$78.8K ﹤0.01%
974
+30
+3% +$2.6K
NCLH icon
1444
Norwegian Cruise Line
NCLH
$8.59B
$78.7K ﹤0.01%
5,064
+769
+18% +$18.5K
ALDX icon
1445
Aldeyra Therapeutics
ALDX
$96.5M
$78.6K ﹤0.01%
40,953
-10,505
-20% -$62.1K
MGTX icon
1446
MeiraGTx Holdings
MGTX
$1.11B
$78.6K ﹤0.01%
15,000
– –
OSBC icon
1447
Old Second Bancorp
OSBC
$1.29B
$78.3K ﹤0.01%
5,320
– –
ESTA icon
1448
Establishment Labs
ESTA
$2.75B
$78.2K ﹤0.01%
2,865
+685
+31% +$25.5K
AN icon
1449
AutoNation
AN
$7.18B
$78.2K ﹤0.01%
502
+444
+766% +$79.2K
NFRA icon
1450
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.01B
$78K ﹤0.01%
1,459
+234
+19% +$13.1K
56 57
58
59 60

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.