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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
MSGE icon
2751
Madison Square Garden
MSGE
$3.59B
$1.67K ﹤0.01%
37
– –
OEFA
2752
ALPS O'Shares International Developed Quality Dividend ETF
OEFA
$36M
$1.65K ﹤0.01%
50
– –
MMS icon
2753
Maximus
MMS
$3.32B
$1.65K ﹤0.01%
18
-10
-36% -$810
FRPH icon
2754
FRP Holdings
FRPH
$439M
$1.63K ﹤0.01%
67
-12
-15% -$312
BRF icon
2755
VanEck Brazil Small-Cap ETF
BRF
$21.5M
$1.63K ﹤0.01%
100
– –
FG icon
2756
F&G Annuities & Life
FG
$3.91B
$1.63K ﹤0.01%
+52
New +$1.72K
ENR icon
2757
Energizer
ENR
$1.47B
$1.62K ﹤0.01%
+65
New +$1.7K
JHMM icon
2758
John Hancock Multifactor Mid Cap ETF
JHMM
$5.88B
$1.62K ﹤0.01%
25
– –
SOXQ icon
2759
Invesco PHLX Semiconductor ETF
SOXQ
$2.11B
$1.61K ﹤0.01%
32
– –
NVCR icon
2760
NovoCure
NVCR
$1.77B
$1.6K ﹤0.01%
124
– –
SRTA
2761
Strata Critical Medical Inc
SRTA
$421M
$1.59K ﹤0.01%
315
-1,990
-86% -$8.79K
ARKG icon
2762
ARK Genomic Revolution ETF
ARKG
$1.53B
$1.58K ﹤0.01%
57
-32
-36% -$809
ATKR icon
2763
Atkore
ATKR
$2.41B
$1.57K ﹤0.01%
25
-1
-4% -$65
VMEO
2764
DELISTED
Vimeo
VMEO
$1.56K ﹤0.01%
201
– –
APPN icon
2765
Appian
APPN
$2.11B
$1.53K ﹤0.01%
50
– –
AMSC icon
2766
American Superconductor
AMSC
$1.29B
$1.49K ﹤0.01%
25
– –
LCID icon
2767
Lucid Motors
LCID
$3.11B
$1.48K ﹤0.01%
62
-657
-91% -$14.8K
GOVZ icon
2768
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$259M
$1.46K ﹤0.01%
+38
New +$1.43K
REE
2769
DELISTED
REE Automotive
REE
$1.46K ﹤0.01%
2,000
– –
FIVN icon
2770
FIVE9
FIVN
$2.08B
$1.45K ﹤0.01%
60
+2
+3% +$53
BMRA icon
2771
Biomerica
BMRA
$4.91M
$1.45K ﹤0.01%
512
+100
+24% +$316
ADEA icon
2772
Adeia
ADEA
$2.55B
$1.45K ﹤0.01%
86
– –
SN icon
2773
SharkNinja
SN
$22.5B
$1.44K ﹤0.01%
14
+13
+1,300% +$1.49K
DOLE icon
2774
Dole
DOLE
$1.38B
$1.43K ﹤0.01%
106
– –
AMKR icon
2775
Amkor Technology
AMKR
$10.6B
$1.42K ﹤0.01%
50
– –
109 110
111
112 113

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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.