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
LGND icon
2001
Ligand Pharmaceuticals
LGND
$5.76B
$19.6K ﹤0.01%
203
+43
+27% +$4.86K
ECG
2002
Everus Construction Group
ECG
$6.4B
$19.5K ﹤0.01%
+555
New +$29.9K
CEFS icon
2003
Saba Closed-End Funds ETF
CEFS
$425M
$19.4K ﹤0.01%
1,000
– –
EPP icon
2004
iShares MSCI Pacific ex Japan ETF
EPP
$2.22B
$19.4K ﹤0.01%
500
– –
SPD icon
2005
Simplify US Equity PLUS Downside Convexity ETF
SPD
$105M
$19.3K ﹤0.01%
+650
New +$21.6K
OMF icon
2006
OneMain Financial
OMF
$7.23B
$19.3K ﹤0.01%
477
+42
+10% +$2.23K
QQQE icon
2007
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.33B
$19.2K ﹤0.01%
250
– –
TDC icon
2008
Teradata
TDC
$2.92B
$19.2K ﹤0.01%
993
+10
+1% +$270
RSPH icon
2009
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$764M
$19.2K ﹤0.01%
713
-3,140
-81% -$95.3K
ROIV icon
2010
Roivant Sciences
ROIV
$24.5B
$19.1K ﹤0.01%
2,100
+2,000
+2,000% +$21.6K
JWN
2011
DELISTED
Nordstrom
JWN
$19K ﹤0.01%
+821
New +$19.9K
AMPH icon
2012
Amphastar Pharmaceuticals
AMPH
$879M
$18.9K ﹤0.01%
797
+236
+42% +$7.54K
XHR
2013
Xenia Hotels & Resorts
XHR
$1.9B
$18.8K ﹤0.01%
2,042
– –
IMKTA icon
2014
Ingles Markets
IMKTA
$1.71B
$18.8K ﹤0.01%
300
– –
EVV
2015
Eaton Vance Limited Duration Income Fund
EVV
$1.06B
$18.8K ﹤0.01%
2,000
– –
AWR icon
2016
American States Water
AWR
$3.36B
$18.8K ﹤0.01%
250
– –
SLVM icon
2017
Sylvamo
SLVM
$1.49B
$18.7K ﹤0.01%
334
-48
-13% -$3.5K
IPAY icon
2018
Amplify Mobile Payments ETF
IPAY
$170M
$18.6K ﹤0.01%
402
-422
-51% -$24.3K
USFR icon
2019
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$18.6K ﹤0.01%
369
-272
-42% -$13.7K
THO icon
2020
Thor Industries
THO
$3.9B
$18.5K ﹤0.01%
286
-86
-23% -$8.09K
EOS
2021
Eaton Vance Enhance Equity Income Fund II
EOS
$1.13B
$18.5K ﹤0.01%
+1,000
New +$23.3K
SPHD icon
2022
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.34B
$18.5K ﹤0.01%
417
– –
FTS icon
2023
Fortis
FTS
$29B
$18.4K ﹤0.01%
413
-5,529
-93% -$240K
STM icon
2024
STMicroelectronics
STM
$46.7B
$18.4K ﹤0.01%
1,033
-1,427
-58% -$35.1K
ALTL icon
2025
Pacer Lunt Large Cap Alternator ETF
ALTL
$92.1M
$18.3K ﹤0.01%
578
– –
79 80
81
82 83

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.