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
WULF icon
2901
TeraWulf
WULF
$8.83B
$452 ﹤0.01%
200
– –
REKR icon
2902
Rekor Systems
REKR
$84.6M
$444 ﹤0.01%
651
-998
-61% -$1.58K
IDX icon
2903
VanEck Indonesia Index ETF
IDX
$32.1M
$441 ﹤0.01%
40
-100
-71% -$1.38K
DNA icon
2904
Ginkgo Bioworks
DNA
$528M
$432 ﹤0.01%
75
– –
DV icon
2905
DoubleVerify
DV
$1.69B
$427 ﹤0.01%
+36
New +$667
PLUG icon
2906
Plug Power
PLUG
$2.92B
$421 ﹤0.01%
376
-3,955
-91% -$7.52K
GPRE icon
2907
Green Plains
GPRE
$1.21B
$407 ﹤0.01%
+114
New +$817
BDRY icon
2908
Breakwave Dry Bulk Shipping ETF
BDRY
$29.4M
$402 ﹤0.01%
75
– –
KZR
2909
DELISTED
Kezar Life Sciences
KZR
$402 ﹤0.01%
+100
New +$607
CYPH
2910
Cypherpunk Technologies Inc
CYPH
$66.6M
$402 ﹤0.01%
1,500
– –
PGRE
2911
DELISTED
Paramount Group
PGRE
$394 ﹤0.01%
100
– –
EFOI icon
2912
Energy Focus
EFOI
$19.8M
$392 ﹤0.01%
236
– –
FCEL icon
2913
FuelCell Energy
FCEL
$1.89B
$392 ﹤0.01%
+100
New +$746
AGO icon
2914
Assured Guaranty
AGO
$3.73B
$387 ﹤0.01%
+5
New +$448
BXMX
2915
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$384 ﹤0.01%
+33
New +$454
LOAR icon
2916
Loar Holdings
LOAR
$6.39B
$376 ﹤0.01%
+5
New +$361
CRCT icon
2917
Cricut
CRCT
$976M
$369 ﹤0.01%
80
– –
SNDL icon
2918
Sundial Growers
SNDL
$325M
$368 ﹤0.01%
290
– –
SUPN icon
2919
Supernus Pharmaceuticals
SUPN
$2.65B
$368 ﹤0.01%
+12
New +$425
KRNT icon
2920
Kornit Digital
KRNT
$695M
$364 ﹤0.01%
+23
New +$601
CETY icon
2921
Clean Energy Technologies
CETY
$10.9M
$359 ﹤0.01%
60
– –
UAA icon
2922
Under Armour
UAA
$2.91B
$356 ﹤0.01%
72
-1,155
-94% -$8.6K
ARCT icon
2923
Arcturus Therapeutics
ARCT
$168M
$347 ﹤0.01%
39
– –
BCAB icon
2924
BioAtla
BCAB
$5.61M
$344 ﹤0.01%
26
– –
FDLO icon
2925
Fidelity Low Volatility Factor ETF
FDLO
$1.43B
$327 ﹤0.01%
+6
New +$369
115 116
117
118 119

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.