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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
CNOB icon
2626
Center Bancorp
CNOB
$1.65B
$3.75K ﹤0.01%
151
– –
CSTM icon
2627
Constellium
CSTM
$3.76B
$3.72K ﹤0.01%
250
– –
JHX icon
2628
James Hardie Industries
JHX
$15.2B
$3.71K ﹤0.01%
193
+90
+87% +$2.15K
TAL icon
2629
TAL Education Group
TAL
$6.04B
$3.7K ﹤0.01%
330
– –
PTEN icon
2630
Patterson-UTI
PTEN
$3.54B
$3.69K ﹤0.01%
712
-67
-9% -$385
LTC
2631
LTC Properties
LTC
$2.13B
$3.69K ﹤0.01%
100
– –
CTBI icon
2632
Community Trust Bancorp
CTBI
$1.42B
$3.64K ﹤0.01%
65
– –
INMD icon
2633
InMode
INMD
$871M
$3.58K ﹤0.01%
240
-782
-77% -$11.4K
BLKB icon
2634
Blackbaud
BLKB
$1.94B
$3.54K ﹤0.01%
55
– –
FMET icon
2635
Fidelity Metaverse ETF
FMET
$44.3M
$3.52K ﹤0.01%
93
– –
KYNB
2636
Kyntra Bio
KYNB
$27.4M
$3.52K ﹤0.01%
287
– –
AAMI
2637
Acadian Asset Management
AAMI
$2.88B
$3.52K ﹤0.01%
73
– –
JHI
2638
John Hancock Investors Trust
JHI
$114M
$3.51K ﹤0.01%
251
– –
NEON icon
2639
Neonode
NEON
$12.6M
$3.49K ﹤0.01%
1,000
– –
HUMA icon
2640
Humacyte
HUMA
$168M
$3.48K ﹤0.01%
2,000
– –
HWKN icon
2641
Hawkins
HWKN
$2.9B
$3.47K ﹤0.01%
19
+15
+375% +$2.51K
GTN icon
2642
Gray Television
GTN
$437M
$3.47K ﹤0.01%
600
– –
LEU icon
2643
Centrus Energy
LEU
$3.14B
$3.41K ﹤0.01%
+11
New +$2.43K
MLAB icon
2644
Mesa Laboratories
MLAB
$551M
$3.36K ﹤0.01%
50
-209
-81% -$15K
NB
2645
NioCorp Developments
NB
$562M
$3.34K ﹤0.01%
500
-10
-2% -$42
PRMB
2646
Primo Brands
PRMB
$8.35B
$3.34K ﹤0.01%
151
-149
-50% -$3.86K
WULF icon
2647
TeraWulf
WULF
$7.48B
$3.32K ﹤0.01%
291
– –
JTEK icon
2648
JPMorgan US Tech Leaders ETF
JTEK
$3.9B
$3.31K ﹤0.01%
36
– –
AMSF icon
2649
AMERISAFE
AMSF
$562M
$3.29K ﹤0.01%
75
– –
BANF icon
2650
BancFirst
BANF
$3.81B
$3.29K ﹤0.01%
26
-4
-13% -$517
104 105
106
107 108

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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.