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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
SDOW icon
2801
ProShares UltraPro Short Dow 30
SDOW
$170M
$1.11K ﹤0.01%
31
– –
NFE icon
2802
New Fortress Energy
NFE
$92.9M
$1.1K ﹤0.01%
500
– –
HSTM icon
2803
HealthStream
HSTM
$863M
$1.1K ﹤0.01%
+39
New +$1.07K
MEC icon
2804
Mayville Engineering Co
MEC
$648M
$1.1K ﹤0.01%
+80
New +$1.2K
PACB icon
2805
Pacific Biosciences
PACB
$435M
$1.1K ﹤0.01%
859
-650
-43% -$880
LOAN
2806
Manhattan Bridge Capital
LOAN
$48M
$1.1K ﹤0.01%
200
– –
SQQQ icon
2807
ProShares UltraPro Short QQQ
SQQQ
$2.31B
$1.1K ﹤0.01%
14
– –
DNA icon
2808
Ginkgo Bioworks
DNA
$498M
$1.09K ﹤0.01%
75
– –
BRC icon
2809
Brady Corp
BRC
$4.46B
$1.09K ﹤0.01%
14
-8
-36% -$592
ASUR icon
2810
Asure Software
ASUR
$242M
$1.08K ﹤0.01%
132
– –
KE
2811
Kimball Electronics
KE
$564M
$1.07K ﹤0.01%
36
-50
-58% -$1.23K
VRNT
2812
DELISTED
Verint Systems
VRNT
$1.07K ﹤0.01%
53
– –
LXP.PRC icon
2813
LXP Industrial Trust 6.5% Series C Preferred Stock
LXP.PRC
$1.06K ﹤0.01%
+22
New +$1.04K
FVRR icon
2814
Fiverr
FVRR
$331M
$1.05K ﹤0.01%
43
– –
ARKW icon
2815
ARK Web x.0 ETF
ARKW
$1.6B
$1.05K ﹤0.01%
6
-31
-84% -$4.92K
RELL icon
2816
Richardson Electronics
RELL
$244M
$1.02K ﹤0.01%
104
– –
HVAC
2817
AdvisorShares HVAC and Industrials ETF
HVAC
$13.3M
$1.01K ﹤0.01%
+33
New +$988
OTLY
2818
Oatly Group
OTLY
$476M
$1K ﹤0.01%
62
– –
RVNU icon
2819
Xtrackers Municipal Infrastructure Revenue Bond ETF
RVNU
$142M
$987 ﹤0.01%
+40
New +$956
SYBT icon
2820
Stock Yards Bancorp
SYBT
$2.6B
$980 ﹤0.01%
14
-7
-33% -$540
BTBT icon
2821
Bit Digital
BTBT
$428M
$975 ﹤0.01%
325
– –
ERII icon
2822
Energy Recovery
ERII
$420M
$971 ﹤0.01%
63
– –
EXEEL
2823
DELISTED
Expand Energy Corp Class C Warrants
EXEEL
$969 ﹤0.01%
10
– –
LYFT icon
2824
Lyft
LYFT
$5.86B
$968 ﹤0.01%
44
+15
+52% +$251
NABL icon
2825
N-able
NABL
$844M
$959 ﹤0.01%
+123
New +$986
111 112
113
114 115

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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.