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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
FYBR
2776
DELISTED
Frontier Communications
FYBR
$1.42K ﹤0.01%
38
-53
-58% -$1.96K
CALM icon
2777
Cal-Maine
CALM
$4.43B
$1.41K ﹤0.01%
15
-6
-29% -$641
HI
2778
DELISTED
Hillenbrand
HI
$1.35K ﹤0.01%
50
– –
GRC icon
2779
Gorman-Rupp
GRC
$2.07B
$1.3K ﹤0.01%
28
– –
BH icon
2780
Biglari Holdings Class B
BH
$1.2B
$1.29K ﹤0.01%
4
– –
DHF
2781
BNY Mellon High Yield Strategies Fund
DHF
$170M
$1.29K ﹤0.01%
500
– –
ACMR icon
2782
ACM Research
ACMR
$4.51B
$1.29K ﹤0.01%
33
– –
VOYG
2783
Voyager Technologies
VOYG
$1.34B
$1.28K ﹤0.01%
43
-7
-14% -$242
GDRX icon
2784
GoodRx Holdings
GDRX
$1.09B
$1.28K ﹤0.01%
302
+40
+15% +$176
ERIE icon
2785
Erie Indemnity
ERIE
$13B
$1.27K ﹤0.01%
4
-16
-80% -$5.53K
EVTC icon
2786
Evertec
EVTC
$1.97B
$1.25K ﹤0.01%
37
-25
-40% -$872
GPK icon
2787
Graphic Packaging
GPK
$3.35B
$1.23K ﹤0.01%
63
-52
-45% -$1.13K
IFRA icon
2788
iShares US Infrastructure ETF
IFRA
$4.45B
$1.23K ﹤0.01%
23
– –
RH icon
2789
RH
RH
$3.33B
$1.22K ﹤0.01%
6
-80
-93% -$17.4K
INTS icon
2790
Intensity Therapeutics
INTS
$11.7M
$1.21K ﹤0.01%
200
– –
JPLD icon
2791
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
$1.21K ﹤0.01%
23
– –
GRPN icon
2792
Groupon
GRPN
$1.03B
$1.17K ﹤0.01%
50
– –
KOS icon
2793
Kosmos Energy
KOS
$1.47B
$1.16K ﹤0.01%
696
– –
HELE icon
2794
Helen of Troy
HELE
$656M
$1.13K ﹤0.01%
45
– –
CIFR icon
2795
Cipher Digital
CIFR
$7.24B
$1.12K ﹤0.01%
89
– –
OII icon
2796
Oceaneering
OII
$4.64B
$1.11K ﹤0.01%
45
– –
MGNI icon
2797
Magnite
MGNI
$2.83B
$1.11K ﹤0.01%
51
– –
FELG icon
2798
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.27B
$1.11K ﹤0.01%
+27
New +$1.05K
CEMB icon
2799
iShares JPMorgan EM Corporate Bond ETF
CEMB
$398M
$1.11K ﹤0.01%
+24
New +$1.1K
BYRN icon
2800
Byrna Technologies
BYRN
$98.3M
$1.11K ﹤0.01%
50
-60
-55% -$1.33K
110 111
112
113 114

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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.