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
HOMB icon
2176
Home BancShares
HOMB
$6.23B
$12.1K ﹤0.01%
484
– –
JAMF
2177
DELISTED
Jamf
JAMF
$12.1K ﹤0.01%
+1,170
New +$16.8K
ZVIA icon
2178
Zevia
ZVIA
$122M
$12.1K ﹤0.01%
+5,555
New +$18.2K
FHI icon
2179
Federated Hermes
FHI
$4.55B
$12K ﹤0.01%
335
– –
URNM icon
2180
Sprott Uranium Miners ETF
URNM
$1.76B
$12K ﹤0.01%
426
+400
+1,538% +$15.2K
CURE icon
2181
Direxion Daily Healthcare Bull 3X ETF
CURE
$178M
$11.9K ﹤0.01%
150
– –
REAL icon
2182
The RealReal
REAL
$1.46B
$11.9K ﹤0.01%
2,400
-200
-8% -$1.52K
ESAB icon
2183
ESAB
ESAB
$5.38B
$11.8K ﹤0.01%
113
+36
+47% +$4.38K
DIV icon
2184
Global X SuperDividend US ETF
DIV
$780M
$11.8K ﹤0.01%
711
-842
-54% -$15.7K
VERX icon
2185
Vertex
VERX
$2.09B
$11.8K ﹤0.01%
335
+140
+72% +$6.39K
IGE icon
2186
iShares North American Natural Resources ETF
IGE
$741M
$11.7K ﹤0.01%
+307
New +$13.7K
ZIM icon
2187
ZIM Integrated Shipping Services
ZIM
$3.04B
$11.7K ﹤0.01%
1,000
+500
+100% +$9.39K
VDC icon
2188
Vanguard Consumer Staples ETF
VDC
$7.97B
$11.7K ﹤0.01%
57
– –
SNDR icon
2189
Schneider National
SNDR
$6.26B
$11.7K ﹤0.01%
554
-1,825
-77% -$49.4K
EFC
2190
Ellington Financial
EFC
$1.67B
$11.6K ﹤0.01%
1,000
– –
GCOW icon
2191
Pacer Global Cash Cows Dividend ETF
GCOW
$3.41B
$11.6K ﹤0.01%
351
– –
AMAL icon
2192
Amalgamated Financial
AMAL
$1.48B
$11.5K ﹤0.01%
446
– –
SPIP icon
2193
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$11.5K ﹤0.01%
446
– –
FAPR icon
2194
FT Vest US Equity Buffer ETF April
FAPR
$1.27B
$11.4K ﹤0.01%
+305
New +$12.7K
FFEB icon
2195
FT Vest US Equity Buffer ETF February
FFEB
$1.38B
$11.4K ﹤0.01%
+253
New +$12.7K
FMAR icon
2196
FT Vest US Equity Buffer ETF March
FMAR
$1.13B
$11.3K ﹤0.01%
+291
New +$12.6K
GABC icon
2197
German American Bancorp
GABC
$1.91B
$11.3K ﹤0.01%
326
– –
COOP
2198
DELISTED
Mr. Cooper
COOP
$11.3K ﹤0.01%
97
+45
+87% +$4.7K
FDEC icon
2199
FT Vest US Equity Buffer ETF December
FDEC
$1.32B
$11.3K ﹤0.01%
+283
New +$12.7K
FSEP icon
2200
FT Vest US Equity Buffer ETF September
FSEP
$1.22B
$11.3K ﹤0.01%
+274
New +$12.6K
86 87
88
89 90

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.