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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
HNDL icon
2576
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$630M
$4.71K ﹤0.01%
212
+4
+2% +$87
GHC icon
2577
Graham Holdings Company
GHC
$5.28B
$4.71K ﹤0.01%
+4
New +$4.14K
H icon
2578
Hyatt Hotels
H
$16.6B
$4.68K ﹤0.01%
33
+16
+94% +$2.29K
IPGP icon
2579
IPG Photonics
IPGP
$3.6B
$4.67K ﹤0.01%
59
– –
MX icon
2580
Magnachip Semiconductor
MX
$116M
$4.64K ﹤0.01%
1,481
+100
+7% +$339
JILL icon
2581
J. Jill
JILL
$265M
$4.63K ﹤0.01%
270
– –
KIE icon
2582
State Street SPDR S&P Insurance ETF
KIE
$651M
$4.63K ﹤0.01%
78
– –
VGLT icon
2583
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
$4.61K ﹤0.01%
+81
New +$4.51K
EOLS icon
2584
Evolus
EOLS
$396M
$4.61K ﹤0.01%
750
– –
ARW icon
2585
Arrow Electronics
ARW
$10.9B
$4.6K ﹤0.01%
38
– –
CRAI icon
2586
CRA International
CRAI
$1.19B
$4.59K ﹤0.01%
22
– –
TGRW icon
2587
T. Rowe Price Growth Stock ETF
TGRW
$976M
$4.55K ﹤0.01%
+100
New +$4.37K
REZI icon
2588
Resideo Technologies
REZI
$5.26B
$4.53K ﹤0.01%
105
– –
SVM
2589
Silvercorp Metals
SVM
$2.13B
$4.5K ﹤0.01%
712
– –
RRC icon
2590
Range Resources
RRC
$9.24B
$4.48K ﹤0.01%
119
-549
-82% -$19.6K
SXI icon
2591
Standex International
SXI
$3.48B
$4.45K ﹤0.01%
21
– –
APEI icon
2592
American Public Education
APEI
$910M
$4.42K ﹤0.01%
112
– –
CDXS icon
2593
Codexis
CDXS
$159M
$4.39K ﹤0.01%
1,800
– –
RGR icon
2594
Sturm, Ruger & Co
RGR
$623M
$4.39K ﹤0.01%
101
+1
+1% +$36
IESC icon
2595
IES Holdings
IESC
$11.4B
$4.37K ﹤0.01%
+11
New +$3.79K
PTBD icon
2596
Pacer Trendpilot US Bond ETF
PTBD
$85.5M
$4.34K ﹤0.01%
219
– –
PDBC icon
2597
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.36B
$4.34K ﹤0.01%
323
– –
GSEW icon
2598
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.89B
$4.33K ﹤0.01%
+51
New +$4.26K
ZVRA icon
2599
Zevra Therapeutics
ZVRA
$570M
$4.28K ﹤0.01%
450
– –
YETI icon
2600
Yeti Holdings
YETI
$3.76B
$4.25K ﹤0.01%
+128
New +$4.47K
102 103
104
105 106

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CWM
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VRS
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FAF
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BGIM
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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.