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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
LGO
2851
Largo
LGO
$59.4M
$750 ﹤0.01%
500
-186
-27% -$280
SHC icon
2852
Sotera Health
SHC
$5.09B
$739 ﹤0.01%
47
– –
STM icon
2853
STMicroelectronics
STM
$47.3B
$735 ﹤0.01%
+26
New +$727
KLIC icon
2854
Kulicke & Soffa
KLIC
$4.62B
$732 ﹤0.01%
18
– –
TCRT icon
2855
Alaunos Therapeutics
TCRT
$4.59M
$723 ﹤0.01%
300
– –
IONS icon
2856
Ionis Pharmaceuticals
IONS
$8.81B
$720 ﹤0.01%
11
+9
+450% +$439
WATT icon
2857
Energous
WATT
$77.2M
$703 ﹤0.01%
91
-1
-1% -$9
MAT icon
2858
Mattel
MAT
$4.42B
$690 ﹤0.01%
41
-16
-28% -$292
VYX icon
2859
NCR Voyix
VYX
$1.12B
$690 ﹤0.01%
55
– –
TPG icon
2860
TPG
TPG
$6.85B
$689 ﹤0.01%
12
-106
-90% -$6.26K
GAMR icon
2861
Amplify Video Game Tech ETF
GAMR
$38.3M
$677 ﹤0.01%
7
– –
TSLL icon
2862
Direxion Daily TSLA Bull 2X ETF
TSLL
$2.41B
$676 ﹤0.01%
+32
New +$433
SGMO
2863
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
$673 ﹤0.01%
1,000
– –
SLG icon
2864
SL Green Realty
SLG
$3.81B
$658 ﹤0.01%
11
– –
EFOI icon
2865
Energy Focus
EFOI
$19.8M
$656 ﹤0.01%
236
– –
TOGA
2866
Tremblant Global ETF
TOGA
$176M
$640 ﹤0.01%
18
– –
IHAK icon
2867
iShares Cybersecurity and Tech ETF
IHAK
$990M
$628 ﹤0.01%
12
– –
LEMB icon
2868
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$742M
$618 ﹤0.01%
+15
New +$610
CBRL icon
2869
Cracker Barrel
CBRL
$1.28B
$617 ﹤0.01%
+14
New +$809
GWAV icon
2870
Greenwave Technology Solutions
GWAV
$2.69M
$610 ﹤0.01%
90
-1
-1% -$16
APAM icon
2871
Artisan Partners
APAM
$2.82B
$608 ﹤0.01%
14
– –
ADNT icon
2872
Adient
ADNT
$1.72B
$605 ﹤0.01%
25
+2
+9% +$47
IHI icon
2873
iShares US Medical Devices ETF
IHI
$3.14B
$601 ﹤0.01%
10
– –
CRMT icon
2874
America's Car Mart
CRMT
$26.7M
$584 ﹤0.01%
+20
New +$905
JMIA
2875
Jumia Technologies
JMIA
$739M
$581 ﹤0.01%
50
– –
113 114
115
116 117

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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.