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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
AAAU icon
2826
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.45B
$953 ﹤0.01%
25
-125
-83% -$4.27K
BFST icon
2827
Business First Bancshares
BFST
$1.05B
$944 ﹤0.01%
+40
New +$990
FLNC icon
2828
Fluence Energy
FLNC
$1.58B
$940 ﹤0.01%
87
-1,000
-92% -$8.36K
STXS icon
2829
Stereotaxis
STXS
$133M
$933 ﹤0.01%
300
– –
APLE icon
2830
Apple Hospitality REIT
APLE
$3.97B
$925 ﹤0.01%
77
– –
BTAL icon
2831
AGF US Market Neutral Anti-Beta Fund
BTAL
$315M
$923 ﹤0.01%
58
-42
-42% -$692
OUST icon
2832
Ouster
OUST
$2.11B
$920 ﹤0.01%
34
-90
-73% -$2.51K
GII icon
2833
State Street SPDR S&P Global Infrastructure ETF
GII
$922M
$905 ﹤0.01%
+13
New +$887
GPOR icon
2834
Gulfport Energy Corp
GPOR
$2.82B
$905 ﹤0.01%
5
-6
-55% -$1.04K
BCAB icon
2835
BioAtla
BCAB
$5.34M
$887 ﹤0.01%
26
– –
GEF.B icon
2836
Greif Class B
GEF.B
$4.13B
$863 ﹤0.01%
14
– –
MPTI.WS
2837
DELISTED
M-tron Industries Warrants
MPTI.WS
$863 ﹤0.01%
500
– –
CRC icon
2838
California Resources
CRC
$4.49B
$851 ﹤0.01%
16
-9
-36% -$451
ACAD icon
2839
Acadia Pharmaceuticals
ACAD
$4.51B
$811 ﹤0.01%
+38
New +$899
NVNO
2840
enVVeno Medical
NVNO
$6.94M
$779 ﹤0.01%
25
– –
SNDL icon
2841
Sundial Growers
SNDL
$312M
$777 ﹤0.01%
290
– –
MRX
2842
Marex Group Limited Ordinary Shares
MRX
$4.54B
$773 ﹤0.01%
23
-17
-43% -$614
RNG icon
2843
RingCentral
RNG
$4.83B
$765 ﹤0.01%
27
-14
-34% -$408
EMO
2844
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.01B
$764 ﹤0.01%
17
– –
HLIT icon
2845
Harmonic Inc
HLIT
$1.15B
$764 ﹤0.01%
75
– –
IBUY icon
2846
Amplify Online Retail ETF
IBUY
$112M
$762 ﹤0.01%
10
– –
PEN icon
2847
Penumbra
PEN
$12.6B
$760 ﹤0.01%
3
+1
+50% +$252
FIDI icon
2848
Fidelity International High Dividend ETF
FIDI
$360M
$758 ﹤0.01%
+31
New +$745
SEMR
2849
DELISTED
Semrush
SEMR
$758 ﹤0.01%
107
– –
XTN icon
2850
State Street SPDR S&P Transportation ETF
XTN
$390M
$755 ﹤0.01%
9
– –
112 113
114
115 116

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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.