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
SAIC icon
1726
Saic
SAIC
$4.93B
$38.6K ﹤0.01%
354
+250
+240% +$27K
MFIC icon
1727
MidCap Financial Investment
MFIC
$783M
$38.5K ﹤0.01%
3,675
– –
ASX icon
1728
ASE Group
ASX
$77.3B
$38.5K ﹤0.01%
5,185
-1,143
-18% -$11.6K
TRNO icon
1729
Terreno Realty
TRNO
$7.6B
$38.3K ﹤0.01%
749
+29
+4% +$1.88K
UI icon
1730
Ubiquiti
UI
$33.1B
$38.2K ﹤0.01%
135
+101
+297% +$35.7K
LIT icon
1731
Global X Lithium & Battery Tech ETF
LIT
$1.51B
$38.1K ﹤0.01%
1,199
-328
-21% -$13.4K
MZTI
1732
The Marzetti Company
MZTI
$2.95B
$38.1K ﹤0.01%
219
-12
-5% -$2.16K
AER icon
1733
AerCap
AER
$23.9B
$37.9K ﹤0.01%
426
+73
+21% +$7.22K
PRMB
1734
Primo Brands
PRMB
$8.25B
$37.8K ﹤0.01%
+1,152
New +$37.6K
DNP icon
1735
DNP Select Income Fund
DNP
$4.07B
$37.7K ﹤0.01%
4,238
+1,164
+38% +$11K
LABU icon
1736
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$503M
$37.6K ﹤0.01%
1,000
-3,750
-79% -$320K
MATX icon
1737
Matsons
MATX
$6.15B
$37.6K ﹤0.01%
365
-82
-18% -$11.2K
IOSP icon
1738
Innospec
IOSP
$2.12B
$37.5K ﹤0.01%
450
– –
SPXC icon
1739
SPX Corp
SPXC
$11.5B
$37.5K ﹤0.01%
311
+69
+29% +$9.88K
ISTB icon
1740
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.11B
$37.5K ﹤0.01%
779
-383
-33% -$18.4K
ELEV
1741
DELISTED
Elevation Oncology
ELEV
$37.4K ﹤0.01%
+160,530
New +$91.6K
SLAB icon
1742
Silicon Laboratories
SLAB
$7.17B
$37.3K ﹤0.01%
433
+54
+14% +$7.3K
SPHY icon
1743
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.5B
$37.3K ﹤0.01%
1,663
-628
-27% -$14.8K
SXT icon
1744
Sensient Technologies
SXT
$5.24B
$37.2K ﹤0.01%
541
– –
SPTI icon
1745
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
$37.1K ﹤0.01%
+1,302
New +$36.6K
PTA icon
1746
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$1.04B
$37.1K ﹤0.01%
+2,104
New +$41.4K
UWM icon
1747
ProShares Ultra Russell2000
UWM
$244M
$37K ﹤0.01%
1,460
– –
DBC icon
1748
Invesco DB Commodity Index Tracking Fund
DBC
$1.69B
$36.9K ﹤0.01%
1,832
+700
+62% +$15.5K
PDP icon
1749
Invesco Dorsey Wright Momentum ETF
PDP
$1.46B
$36.7K ﹤0.01%
410
-100
-20% -$10.8K
EOSE icon
1750
Eos Energy Enterprises
EOSE
$1.21B
$36.6K ﹤0.01%
11,101
+2,001
+22% +$9.75K
68 69
70
71 72

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.