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
BWX icon
2376
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.33B
$6.61K ﹤0.01%
299
+223
+293% +$4.82K
TDTF icon
2377
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.04B
$6.6K ﹤0.01%
277
– –
ENS icon
2378
EnerSys
ENS
$6.78B
$6.6K ﹤0.01%
84
– –
SEG
2379
Seaport Entertainment Group
SEG
$336M
$6.59K ﹤0.01%
370
-135
-27% -$3.3K
HYLB icon
2380
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$6.56K ﹤0.01%
189
– –
CBZ icon
2381
CBIZ
CBZ
$2.99B
$6.51K ﹤0.01%
93
+29
+45% +$2.33K
GOGL
2382
DELISTED
Golden Ocean Group
GOGL
$6.51K ﹤0.01%
+1,000
New +$8.89K
IVR icon
2383
Invesco Mortgage Capital
IVR
$759M
$6.5K ﹤0.01%
1,000
– –
AMBA icon
2384
Ambarella
AMBA
$3.77B
$6.45K ﹤0.01%
160
-3,000
-95% -$205K
AMH icon
2385
American Homes 4 Rent
AMH
$12B
$6.43K ﹤0.01%
196
-156
-44% -$5.57K
GRND icon
2386
Grindr
GRND
$3.08B
$6.41K ﹤0.01%
+379
New +$6.65K
RWO icon
2387
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.3B
$6.41K ﹤0.01%
+165
New +$7.2K
ROM icon
2388
ProShares Ultra Technology
ROM
$1.12B
$6.4K ﹤0.01%
160
– –
UHAL icon
2389
U-Haul Holding Co
UHAL
$13.9B
$6.39K ﹤0.01%
109
+5
+5% +$347
HLNE icon
2390
Hamilton Lane
HLNE
$4.91B
$6.33K ﹤0.01%
50
+20
+67% +$3.05K
COLL icon
2391
Collegium Pharmaceutical
COLL
$1.15B
$6.33K ﹤0.01%
249
– –
GO icon
2392
Grocery Outlet
GO
$909M
$6.29K ﹤0.01%
+467
New +$6.91K
MKSI icon
2393
MKS Inc
MKSI
$20.1B
$6.29K ﹤0.01%
107
+79
+282% +$7.98K
DRS icon
2394
Leonardo DRS
DRS
$12.3B
$6.29K ﹤0.01%
200
– –
PHG icon
2395
Philips
PHG
$25.7B
$6.27K ﹤0.01%
312
-106
-25% -$2.59K
GMS
2396
DELISTED
GMS Inc
GMS
$6.21K ﹤0.01%
93
-201
-68% -$16K
REMX icon
2397
VanEck Rare Earth/Strategic Metals ETF
REMX
$1.95B
$6.2K ﹤0.01%
190
– –
SLP icon
2398
Simulations Plus
SLP
$369M
$6.18K ﹤0.01%
255
+65
+34% +$1.97K
ANGO icon
2399
AngioDynamics
ANGO
$611M
$6.16K ﹤0.01%
+684
New +$7.19K
NAMSW icon
2400
NewAmsterdam Pharma Warrant
NAMSW
$6.15K ﹤0.01%
1,000
– –
94 95
96
97 98

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.