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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
+6.5%
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
$58.4B
AUM Growth
+$2.43B
Cap. Flow
-$178M
Cap. Flow %
-0.31%
Top 10 Hldgs %
28.91%
Holding
3,347
New
284
Increased
1,135
Reduced
913
Closed
264

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$229M
2
DXCM icon
DexCom
DXCM
+$182M
3
PGR icon
Progressive
PGR
+$180M
4
META icon
Meta Platforms (Facebook)
META
+$133M
5
MDLZ icon
Mondelez International
MDLZ
+$119M

Top Sells

Rank Stock Value
1
CSCO icon
Cisco
CSCO
+$314M
2
PEP icon
PepsiCo
PEP
+$233M
3
ELV icon
Elevance Health
ELV
+$194M
4
CRM icon
Salesforce
CRM
+$194M
5
BRO icon
Brown & Brown
BRO
+$132M

Sector Composition

Rank Sector Weight
1 Technology 27.58%
2 Financials 12.32%
3 Healthcare 10.12%
4 Industrials 9.33%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SAIC icon
2476
Saic
SAIC
$4.89B
$7.53K ﹤0.01%
76
-10
-12% -$1.12K
VDC icon
2477
Vanguard Consumer Staples ETF
VDC
$8B
$7.48K ﹤0.01%
35
-22
-39% -$4.82K
VICR icon
2478
Vicor
VICR
$9.42B
$7.46K ﹤0.01%
150
– –
CROX icon
2479
Crocs
CROX
$6.14B
$7.44K ﹤0.01%
89
– –
XFOR icon
2480
X4 Pharmaceuticals
XFOR
$377M
$7.41K ﹤0.01%
2,166
– –
CLF icon
2481
Cleveland-Cliffs
CLF
$6.64B
$7.39K ﹤0.01%
606
-1
-0.2% -$11
TRNS icon
2482
Transcat
TRNS
$778M
$7.39K ﹤0.01%
101
+1
+1% +$81
CNXC icon
2483
Concentrix
CNXC
$1.52B
$7.38K ﹤0.01%
160
– –
TXRH icon
2484
Texas Roadhouse
TXRH
$13.7B
$7.31K ﹤0.01%
44
-53
-55% -$9.34K
RCI icon
2485
Rogers Communications
RCI
$18.4B
$7.31K ﹤0.01%
212
– –
UNFI icon
2486
United Natural Foods
UNFI
$3.01B
$7.26K ﹤0.01%
193
– –
WF icon
2487
Woori Financial
WF
$17.1B
$7.24K ﹤0.01%
129
– –
PPC icon
2488
Pilgrim's Pride
PPC
$6.98B
$7.21K ﹤0.01%
177
-1,012
-85% -$45.9K
VAW icon
2489
Vanguard Materials ETF
VAW
$3.02B
$7.17K ﹤0.01%
35
-9
-20% -$1.83K
AMG icon
2490
Affiliated Managers Group
AMG
$9.65B
$7.15K ﹤0.01%
30
-39
-57% -$8.6K
USIO icon
2491
Usio Inc
USIO
$59.1M
$7.12K ﹤0.01%
+5,013
New +$7.91K
TGTX icon
2492
TG Therapeutics
TGTX
$8.19B
$7.12K ﹤0.01%
197
-693
-78% -$22.8K
PGNY icon
2493
Progyny
PGNY
$2.47B
$7.1K ﹤0.01%
330
– –
RIOT icon
2494
Riot Platforms
RIOT
$8.36B
$7.1K ﹤0.01%
373
– –
TMV icon
2495
Direxion Daily 20+ Year Treasury Bear 3X ETF
TMV
$183M
$7.01K ﹤0.01%
200
– –
TULP
2496
Bloomia Holdings
TULP
$15.6M
$7.01K ﹤0.01%
1,285
– –
NTSE icon
2497
WisdomTree Emerging Markets Efficient Core Fund
NTSE
$53.2M
$6.99K ﹤0.01%
193
– –
NVST icon
2498
Envista
NVST
$4.52B
$6.91K ﹤0.01%
339
– –
SVOL icon
2499
Simplify Volatility Premium ETF
SVOL
$515M
$6.88K ﹤0.01%
382
– –
CART icon
2500
Maplebear
CART
$10.5B
$6.73K ﹤0.01%
183
+104
+132% +$4.79K
98 99
100
101 102

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CWM
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FAF
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CIBC Private Wealth Group's Q3 2025 Portfolio in Review

As of Q3 2025, CIBC Private Wealth Group held 3,347 positions worth $58.4B, up 4.3% from $56B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

CIBC Private Wealth Group's Q3 2025 filing shows 284 new, 1,135 increased, 913 reduced and 264 closed positions. Its largest new stake was Cheniere Energy: 135,703 shares worth $7.3M. The largest sale was Cisco, an estimated $314M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 28% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q3 2025 buy was Cheniere Energy: 135,703 shares worth $7.3M.
  • CIBC Private Wealth Group added most to Broadcom in Q3 2025, an estimated $229M increase.
  • CIBC Private Wealth Group's biggest Q3 2025 reduction was Cisco, cutting an estimated $314M.
  • CIBC Private Wealth Group fully exited Sitio Royalties in Q3 2025, selling an estimated $36.4M.
  • CIBC Private Wealth Group's ten largest holdings make up 29% of its $58.4B portfolio in Q3 2025.
  • CIBC Private Wealth Group opened 284 new positions and closed 264 in Q3 2025.
  • CIBC Private Wealth Group's portfolio value rose 4.3% quarter-over-quarter to $58.4B.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.