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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
ACHC icon
2676
Acadia Healthcare
ACHC
$2.55B
$2.85K ﹤0.01%
115
– –
SNN icon
2677
Smith & Nephew
SNN
$13.7B
$2.83K ﹤0.01%
78
– –
PRVA icon
2678
Privia Health
PRVA
$3.04B
$2.81K ﹤0.01%
113
– –
VOYA icon
2679
Voya Financial
VOYA
$8.96B
$2.77K ﹤0.01%
37
-86
-70% -$6.34K
THNQ icon
2680
ROBO Global Artificial Intelligence ETF
THNQ
$396M
$2.75K ﹤0.01%
+43
New +$2.5K
WNS
2681
DELISTED
WNS Holdings
WNS
$2.75K ﹤0.01%
36
-1,909
-98% -$143K
IEZ icon
2682
iShares US Oil Equipment & Services ETF
IEZ
$346M
$2.74K ﹤0.01%
142
– –
FWRD icon
2683
Forward Air
FWRD
$461M
$2.69K ﹤0.01%
105
– –
TK icon
2684
Teekay
TK
$996M
$2.68K ﹤0.01%
+328
New +$2.61K
PUK icon
2685
Prudential
PUK
$36.4B
$2.66K ﹤0.01%
95
+1
+1% +$26
BLIN icon
2686
Bridgeline Digital
BLIN
$14.5M
$2.64K ﹤0.01%
+2,000
New +$2.82K
FTXL icon
2687
First Trust Nasdaq Semiconductor ETF
FTXL
$1.93B
$2.63K ﹤0.01%
24
+1
+4% +$101
LBTYK icon
2688
Liberty Global Class C
LBTYK
$3.5B
$2.62K ﹤0.01%
223
+16
+8% +$179
HFRO
2689
Highland Opportunities and Income Fund
HFRO
$407M
$2.61K ﹤0.01%
412
+8
+2% +$47
INGN icon
2690
Inogen
INGN
$174M
$2.61K ﹤0.01%
+320
New +$2.39K
VLGEA icon
2691
Village Super Market
VLGEA
$657M
$2.58K ﹤0.01%
69
+1
+1% +$37
ATRC icon
2692
AtriCure
ATRC
$2.08B
$2.57K ﹤0.01%
73
– –
XSOE icon
2693
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.93B
$2.57K ﹤0.01%
68
+1
+1% +$36
EPRT icon
2694
Essential Properties Realty Trust
EPRT
$6.92B
$2.56K ﹤0.01%
86
-2,012
-96% -$61.6K
SPXD
2695
Xtrackers S&P 500 Diversified Sector Weight ETF
SPXD
$6.95M
$2.56K ﹤0.01%
+100
New +$2.51K
ICL icon
2696
ICL Group
ICL
$6.58B
$2.56K ﹤0.01%
411
– –
HNST icon
2697
The Honest Company
HNST
$412M
$2.52K ﹤0.01%
685
– –
ISSC icon
2698
Innovative Solutions & Support
ISSC
$319M
$2.5K ﹤0.01%
+200
New +$2.79K
YMM icon
2699
Full Truck Alliance
YMM
$10B
$2.49K ﹤0.01%
192
– –
GLIN icon
2700
VanEck India Growth Leaders ETF
GLIN
$94.9M
$2.46K ﹤0.01%
55
– –
106 107
108
109 110

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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.