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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
BELFB
2701
Bel Fuse Inc Class B
BELFB
$3.45B
$2.4K ﹤0.01%
+17
New +$2.17K
FINV
2702
FinVolution Group
FINV
$1.17B
$2.38K ﹤0.01%
323
– –
VTMX icon
2703
Vesta Real Estate
VTMX
$3.22B
$2.38K ﹤0.01%
84
– –
LBTYA icon
2704
Liberty Global Class A
LBTYA
$3.59B
$2.37K ﹤0.01%
207
– –
ALKT icon
2705
Alkami Technology
ALKT
$1.96B
$2.31K ﹤0.01%
+93
New +$2.38K
SPHR icon
2706
Sphere Entertainment
SPHR
$5.02B
$2.3K ﹤0.01%
37
-9
-20% -$425
HIMX
2707
Himax Technologies
HIMX
$2.03B
$2.28K ﹤0.01%
258
-30
-10% -$257
BIRK icon
2708
Birkenstock
BIRK
$7.64B
$2.26K ﹤0.01%
50
– –
VIXY icon
2709
ProShares VIX Short-Term Futures ETF
VIXY
$221M
$2.26K ﹤0.01%
70
– –
AAOI icon
2710
Applied Optoelectronics
AAOI
$6.14B
$2.26K ﹤0.01%
87
– –
COMP icon
2711
Compass
COMP
$8.67B
$2.26K ﹤0.01%
281
– –
IGIC icon
2712
International General Insurance
IGIC
$1.19B
$2.25K ﹤0.01%
97
– –
MASI
2713
DELISTED
Masimo
MASI
$2.21K ﹤0.01%
15
-40
-73% -$6.06K
BGS icon
2714
B&G Foods
BGS
$303M
$2.2K ﹤0.01%
+496
New +$2.17K
COPX icon
2715
Global X Copper Miners ETF NEW
COPX
$7.04B
$2.17K ﹤0.01%
36
– –
NEXT icon
2716
NextDecade
NEXT
$1.68B
$2.17K ﹤0.01%
+320
New +$3.1K
DDD icon
2717
3D Systems Corp
DDD
$405M
$2.17K ﹤0.01%
748
– –
IPAR icon
2718
Interparfums
IPAR
$4.07B
$2.16K ﹤0.01%
22
– –
FOR icon
2719
Forestar Group
FOR
$1.48B
$2.13K ﹤0.01%
+80
New +$2.05K
IMTM icon
2720
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.99B
$2.11K ﹤0.01%
44
– –
TLRY icon
2721
Tilray
TLRY
$543M
$2.1K ﹤0.01%
122
– –
DINO icon
2722
HF Sinclair
DINO
$16.2B
$2.09K ﹤0.01%
40
+5
+14% +$237
BIVI icon
2723
BioVie
BIVI
$9.5M
$2.08K ﹤0.01%
1,097
+1,001
+1,043% +$4.05K
TALO icon
2724
Talos Energy
TALO
$2.38B
$2.07K ﹤0.01%
216
– –
DTCR icon
2725
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.03B
$2.05K ﹤0.01%
+100
New +$1.92K
107 108
109
110 111

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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.