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
XME icon
1451
State Street SPDR S&P Metals & Mining ETF
XME
$3.92B
$78K ﹤0.01%
1,600
– –
PDN icon
1452
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$356M
$77.7K ﹤0.01%
2,552
+1,232
+93% +$40.9K
ACM icon
1453
Aecom
ACM
$9.22B
$77.5K ﹤0.01%
889
+10
+1% +$1.01K
ETH
1454
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.75B
$77.5K ﹤0.01%
+5,626
New +$140K
FLQM icon
1455
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.59B
$76.9K ﹤0.01%
1,640
– –
HSBC icon
1456
HSBC
HSBC
$367B
$76.6K ﹤0.01%
1,642
– –
ARTY
1457
iShares Future AI & Tech ETF
ARTY
$3.47B
$76.5K ﹤0.01%
2,748
-344
-11% -$12.8K
INFY icon
1458
Infosys
INFY
$48.4B
$76.5K ﹤0.01%
4,660
+366
+9% +$7.6K
DVAX
1459
DELISTED
Dynavax Technologies
DVAX
$76.4K ﹤0.01%
6,500
– –
AIT icon
1460
Applied Industrial Technologies
AIT
$12.6B
$76.2K ﹤0.01%
370
-89
-19% -$21.9K
CF icon
1461
CF Industries
CF
$19.3B
$76.2K ﹤0.01%
1,113
-341
-23% -$28.6K
MGA icon
1462
Magna International
MGA
$19B
$75.8K ﹤0.01%
2,452
-1,049
-30% -$40.3K
MRCY icon
1463
Mercury Systems
MRCY
$5.76B
$75.7K ﹤0.01%
1,762
-1,770
-50% -$77.5K
TXNM
1464
TXNM Energy Inc
TXNM
$6.42B
$75.7K ﹤0.01%
1,546
-212
-12% -$10.6K
AMTM
1465
Amentum Holdings
AMTM
$5.31B
$75.6K ﹤0.01%
4,603
-3,036
-40% -$61.8K
VSTS icon
1466
Vestis
VSTS
$1.93B
$75.3K ﹤0.01%
9,993
+2,443
+32% +$32.4K
JEPQ icon
1467
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.1B
$75.3K ﹤0.01%
1,642
-3,063
-65% -$171K
JMEE icon
1468
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.85B
$75.3K ﹤0.01%
1,535
– –
EFAV icon
1469
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.4B
$74.8K ﹤0.01%
1,022
+9
+0.9% +$672
RELX icon
1470
RELX
RELX
$63.9B
$74.6K ﹤0.01%
1,646
+270
+20% +$13.2K
UPRO icon
1471
ProShares UltraPro S&P 500
UPRO
$5.13B
$74.2K ﹤0.01%
1,465
-55
-4% -$4.83K
WWD icon
1472
Woodward
WWD
$21.2B
$74.1K ﹤0.01%
470
-495
-51% -$91.5K
ICOW icon
1473
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.83B
$74.1K ﹤0.01%
+2,665
New +$82.1K
PFGC icon
1474
Performance Food Group
PFGC
$18B
$74.1K ﹤0.01%
1,031
+18
+2% +$1.5K
DFAC icon
1475
Dimensional US Core Equity 2 ETF
DFAC
$47.7B
$74.1K ﹤0.01%
2,543
– –
57 58
59
60 61

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.