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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
GLDD
2726
DELISTED
Great Lakes Dredge & Dock
GLDD
$2.04K ﹤0.01%
170
– –
AXTA icon
2727
Axalta
AXTA
$7.45B
$2.03K ﹤0.01%
71
+30
+73% +$903
SUSC icon
2728
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$2.03K ﹤0.01%
86
– –
DGS icon
2729
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.66B
$2K ﹤0.01%
+35
New +$1.98K
PROP icon
2730
Prairie Operating Co
PROP
$68.4M
$1.99K ﹤0.01%
+1,000
New +$2.85K
FDLO icon
2731
Fidelity Low Volatility Factor ETF
FDLO
$1.42B
$1.97K ﹤0.01%
30
+24
+400% +$1.54K
KALV
2732
DELISTED
KalVista Pharmaceuticals
KALV
$1.95K ﹤0.01%
160
– –
RIG icon
2733
Transocean
RIG
$5.48B
$1.93K ﹤0.01%
619
-498
-45% -$1.5K
MCR
2734
DELISTED
MFS Charter Income Trust
MCR
$1.93K ﹤0.01%
300
– –
NIO icon
2735
NIO
NIO
$11.9B
$1.92K ﹤0.01%
252
-4,500
-95% -$24.2K
JIRE icon
2736
JPMorgan International Research Enhanced Equity ETF
JIRE
$11B
$1.91K ﹤0.01%
+26
New +$1.86K
FTXO icon
2737
First Trust Nasdaq Bank ETF
FTXO
$302M
$1.89K ﹤0.01%
53
– –
ROBT icon
2738
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$700M
$1.85K ﹤0.01%
+35
New +$1.77K
MNSO icon
2739
MINISO
MNSO
$3.88B
$1.84K ﹤0.01%
82
-400
-83% -$8.55K
TRMK icon
2740
Trustmark
TRMK
$2.73B
$1.82K ﹤0.01%
46
-26
-36% -$1.01K
LAB icon
2741
Standard BioTools
LAB
$342M
$1.82K ﹤0.01%
1,400
– –
DFTX
2742
Definium Therapeutics
DFTX
$5.6B
$1.78K ﹤0.01%
151
-333
-69% -$3.11K
MBLY icon
2743
Mobileye
MBLY
$2.02B
$1.78K ﹤0.01%
126
– –
DBI icon
2744
Designer Brands
DBI
$315M
$1.77K ﹤0.01%
500
-1
-0.2% -$3
BWX icon
2745
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
$1.76K ﹤0.01%
77
+1
+1% +$23
DY icon
2746
Dycom Industries
DY
$11.2B
$1.75K ﹤0.01%
6
+1
+20% +$262
SOXL icon
2747
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$13.4B
$1.74K ﹤0.01%
50
-1,950
-98% -$54.3K
SANM icon
2748
Sanmina
SANM
$8.78B
$1.73K ﹤0.01%
15
– –
IDR icon
2749
Idaho Strategic Resources
IDR
$438M
$1.72K ﹤0.01%
51
+1
+2% +$24
HYZD icon
2750
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$258M
$1.69K ﹤0.01%
+75
New +$1.68K
108 109
110
111 112

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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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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.