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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
HERO icon
2651
Global X Video Games & Esports ETF
HERO
$65.9M
$3.25K ﹤0.01%
96
– –
IAG icon
2652
IAMGOLD
IAG
$8.05B
$3.23K ﹤0.01%
250
– –
EBND icon
2653
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.25B
$3.23K ﹤0.01%
151
-27
-15% -$574
TCMD icon
2654
Tactile Systems Technology
TCMD
$618M
$3.21K ﹤0.01%
232
– –
HNI icon
2655
HNI Corp
HNI
$3.08B
$3.19K ﹤0.01%
68
-886
-93% -$42K
ST icon
2656
Sensata Technologies
ST
$6.69B
$3.18K ﹤0.01%
104
– –
PDT
2657
John Hancock Premium Dividend Fund
PDT
$635M
$3.16K ﹤0.01%
237
-3,386
-93% -$45.1K
HTBK
2658
DELISTED
Heritage Commerce
HTBK
$3.16K ﹤0.01%
318
– –
ELS icon
2659
Equity Lifestyle Properties
ELS
$13.1B
$3.16K ﹤0.01%
52
-199
-79% -$12.1K
GENC icon
2660
Gencor Industries
GENC
$212M
$3.15K ﹤0.01%
215
– –
LPX icon
2661
Louisiana-Pacific
LPX
$5.14B
$3.11K ﹤0.01%
35
-9
-20% -$831
FMHI icon
2662
First Trust Municipal High Income ETF
FMHI
$991M
$3.09K ﹤0.01%
65
+62
+2,067% +$2.89K
BLOK icon
2663
Amplify Blockchain Technology ETF
BLOK
$1.03B
$3.08K ﹤0.01%
46
-100
-68% -$6.06K
RPC
2664
Ridgepost Capital
RPC
$926M
$3.05K ﹤0.01%
280
– –
ATHM icon
2665
Autohome
ATHM
$2.62B
$3K ﹤0.01%
105
– –
KOP icon
2666
Koppers
KOP
$946M
$3K ﹤0.01%
+107
New +$3.29K
XP icon
2667
XP
XP
$8.43B
$2.95K ﹤0.01%
157
-88
-36% -$1.58K
W icon
2668
Wayfair
W
$11.8B
$2.95K ﹤0.01%
33
– –
TBBK icon
2669
The Bancorp
TBBK
$2.81B
$2.92K ﹤0.01%
+39
New +$2.72K
PLMR icon
2670
Palomar
PLMR
$3.79B
$2.92K ﹤0.01%
25
-5
-17% -$634
LMB icon
2671
Limbach Holdings
LMB
$807M
$2.91K ﹤0.01%
+30
New +$3.61K
CDE icon
2672
Coeur Mining
CDE
$15.1B
$2.91K ﹤0.01%
155
+20
+15% +$245
NNE
2673
Nano Nuclear Energy
NNE
$799M
$2.89K ﹤0.01%
75
– –
ASPI icon
2674
ASP Isotopes
ASPI
$446M
$2.89K ﹤0.01%
300
– –
DOO
2675
Bombardier Recreational Products
DOO
$4.48B
$2.86K ﹤0.01%
47
– –
105 106
107
108 109

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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.