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
XLG icon
1701
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
$40.9K ﹤0.01%
1,000
-494
-33% -$24.4K
CNA icon
1702
CNA Financial
CNA
$14.4B
$40.7K ﹤0.01%
892
+236
+36% +$11.5K
AVUS icon
1703
Avantis US Equity ETF
AVUS
$13.9B
$40.7K ﹤0.01%
500
– –
INCY icon
1704
Incyte
INCY
$24.9B
$40.6K ﹤0.01%
713
+407
+133% +$28.4K
AMCR icon
1705
Amcor
AMCR
$20.9B
$40.5K ﹤0.01%
945
+112
+13% +$5.52K
NWN icon
1706
Northwest Natural Holdings
NWN
$2.11B
$40.3K ﹤0.01%
1,000
– –
CDE icon
1707
Coeur Mining
CDE
$15.9B
$40.3K ﹤0.01%
8,385
+8,250
+6,111% +$50.9K
NGD
1708
DELISTED
New Gold Inc
NGD
$40.2K ﹤0.01%
+13,500
New +$40K
PTY icon
1709
PIMCO Corporate & Income Opportunity Fund
PTY
$2.49B
$40.2K ﹤0.01%
3,123
+1,501
+93% +$21.9K
BFOR icon
1710
Barron's 400 ETF
BFOR
$230M
$40.1K ﹤0.01%
2,600
-2,600
-50% -$47.5K
DBP icon
1711
Invesco DB Precious Metals Fund
DBP
$241M
$40K ﹤0.01%
600
– –
PCT icon
1712
PureCycle Technologies
PCT
$1.27B
$39.9K ﹤0.01%
6,940
+6,240
+891% +$56.1K
OGS icon
1713
ONE Gas
OGS
$4.9B
$39.9K ﹤0.01%
554
-10
-2% -$721
BBN icon
1714
BlackRock Taxable Municipal Bond Trust
BBN
$971M
$39.8K ﹤0.01%
2,520
-40
-2% -$660
CTA icon
1715
Simplify Managed Futures Strategy ETF
CTA
$1.56B
$39.7K ﹤0.01%
1,414
– –
HAUZ icon
1716
Xtrackers International Real Estate ETF
HAUZ
$1.08B
$39.7K ﹤0.01%
2,096
+2,076
+10,380% +$41.9K
ESE icon
1717
ESCO Technologies
ESE
$8.07B
$39.4K ﹤0.01%
282
+145
+106% +$21.7K
GEO icon
1718
The GEO Group
GEO
$4.1B
$39.3K ﹤0.01%
+1,491
New +$42.8K
DNB
1719
DELISTED
Dun & Bradstreet
DNB
$39.3K ﹤0.01%
4,680
+2,258
+93% +$23.1K
UFPI icon
1720
UFP Industries
UFPI
$4.87B
$39.2K ﹤0.01%
388
-163
-30% -$18.2K
JQC icon
1721
Nuveen Credit Strategies Income Fund
JQC
$705M
$39.1K ﹤0.01%
7,982
+111
+1% +$616
BYD icon
1722
Boyd Gaming
BYD
$6.47B
$39.1K ﹤0.01%
+643
New +$47.2K
ATMU icon
1723
Atmus Filtration Technologies
ATMU
$4.22B
$39.1K ﹤0.01%
1,234
+10
+0.8% +$395
PNNT
1724
Pennant Park Investment Corp
PNNT
$217M
$39K ﹤0.01%
6,600
– –
DXJ icon
1725
WisdomTree Japan Hedged Equity Fund
DXJ
$7.13B
$38.9K ﹤0.01%
406
– –
67 68
69
70 71

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.