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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
RDY icon
2501
Dr. Reddy's Laboratories
RDY
$9.85B
$6.71K ﹤0.01%
480
– –
ITUB icon
2502
Itaú Unibanco
ITUB
$93B
$6.69K ﹤0.01%
938
+283
+43% +$1.87K
SMBS
2503
Schwab Mortgage-Backed Securities ETF
SMBS
$6.48B
$6.68K ﹤0.01%
+260
New +$6.61K
HTH icon
2504
Hilltop Holdings
HTH
$2.26B
$6.68K ﹤0.01%
200
– –
WGS icon
2505
GeneDx Holdings
WGS
$2.05B
$6.68K ﹤0.01%
62
+21
+51% +$2.29K
UHAL icon
2506
U-Haul Holding Co
UHAL
$13.9B
$6.68K ﹤0.01%
117
+13
+13% +$766
BC icon
2507
Brunswick
BC
$5.18B
$6.64K ﹤0.01%
105
-80
-43% -$4.96K
ALK icon
2508
Alaska Air
ALK
$5.27B
$6.62K ﹤0.01%
133
– –
RING icon
2509
iShares MSCI Global Gold Miners ETF
RING
$2.34B
$6.6K ﹤0.01%
102
– –
NGVC icon
2510
Vitamin Cottage Natural Grocers
NGVC
$741M
$6.54K ﹤0.01%
164
+1
+0.6% +$39
TLK icon
2511
Telkom Indonesia
TLK
$14.4B
$6.53K ﹤0.01%
347
-206
-37% -$3.81K
GMAB icon
2512
Genmab
GMAB
$17.6B
$6.47K ﹤0.01%
211
-572
-73% -$13.9K
SOND
2513
DELISTED
Sonder
SOND
$6.35K ﹤0.01%
5,000
– –
PIO icon
2514
Invesco Global Water ETF
PIO
$273M
$6.34K ﹤0.01%
141
– –
OMFL icon
2515
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.74B
$6.22K ﹤0.01%
+103
New +$6.06K
CRDF icon
2516
Cardiff Oncology
CRDF
$66.2M
$6.18K ﹤0.01%
+3,000
New +$8.29K
CNMD icon
2517
CONMED
CNMD
$1.41B
$6.11K ﹤0.01%
130
– –
ABSI icon
2518
Absci
ABSI
$1.29B
$6.09K ﹤0.01%
2,005
– –
VCTR icon
2519
Victory Capital Holdings
VCTR
$6.16B
$6.09K ﹤0.01%
94
-22
-19% -$1.51K
GSST icon
2520
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.57B
$6.08K ﹤0.01%
120
-141
-54% -$7.13K
NHC icon
2521
National Healthcare
NHC
$3.58B
$6.08K ﹤0.01%
50
– –
HIMU
2522
iShares High Yield Muni Active ETF
HIMU
$2.38B
$6K ﹤0.01%
+122
New +$5.86K
SEDG icon
2523
SolarEdge
SEDG
$2.54B
$5.99K ﹤0.01%
162
+100
+161% +$2.99K
CX icon
2524
Cemex
CX
$17.2B
$5.92K ﹤0.01%
658
-3,750
-85% -$32K
QGEN icon
2525
Qiagen
QGEN
$8.55B
$5.76K ﹤0.01%
129
-38
-23% -$1.82K
99 100
101
102 103

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CWM
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VRS
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FAF
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BGIM
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CIM
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PPFA
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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.