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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
BPOP icon
2901
Popular Inc
BPOP
$11B
$381 ﹤0.01%
3
+2
+200% +$239
FPI
2902
Farmland Partners
FPI
$415M
$381 ﹤0.01%
+35
New +$383
IMNM icon
2903
Immunome
IMNM
$2.62B
$375 ﹤0.01%
32
– –
MTSI icon
2904
MACOM Technology Solutions
MTSI
$17.4B
$373 ﹤0.01%
3
-1
-25% -$132
INDS icon
2905
Pacer Industrial Real Estate ETF
INDS
$119M
$372 ﹤0.01%
+10
New +$368
SPLB icon
2906
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.18B
$370 ﹤0.01%
+16
New +$362
PAVM icon
2907
PAVmed
PAVM
$36.5M
$360 ﹤0.01%
28
– –
TFLR icon
2908
T. Rowe Price Floating Rate ETF
TFLR
$670M
$360 ﹤0.01%
+7
New +$361
ANGI icon
2909
Angi Inc
ANGI
$247M
$358 ﹤0.01%
+22
New +$377
UPST icon
2910
Upstart Holdings
UPST
$2.55B
$356 ﹤0.01%
7
-5,000
-100% -$352K
ADC icon
2911
Agree Realty
ADC
$9.66B
$355 ﹤0.01%
+5
New +$362
HEAL
2912
Global X Funds Global X HealthTech ETF
HEAL
$28.8M
$352 ﹤0.01%
11
-1
-8% -$32
VFF icon
2913
Village Farms International
VFF
$239M
$329 ﹤0.01%
105
– –
FCN icon
2914
FTI Consulting
FCN
$5.14B
$323 ﹤0.01%
+2
New +$332
AMPL icon
2915
Amplitude
AMPL
$1.18B
$322 ﹤0.01%
30
-300
-91% -$3.56K
NRDY icon
2916
Nerdy
NRDY
$108M
$315 ﹤0.01%
250
– –
CLSD
2917
DELISTED
Clearside Biomedical
CLSD
$290 ﹤0.01%
73
– –
XRX icon
2918
Xerox
XRX
$345M
$282 ﹤0.01%
+75
New +$331
SFIX
2919
Stitch Fix
SFIX
$566M
$278 ﹤0.01%
64
– –
APPF icon
2920
AppFolio
APPF
$6.62B
$276 ﹤0.01%
+1
New +$270
IGC icon
2921
IGC Pharma
IGC
$25M
$273 ﹤0.01%
655
– –
GTX icon
2922
Garrett Motion
GTX
$5.37B
$272 ﹤0.01%
20
– –
SG icon
2923
Sweetgreen
SG
$756M
$271 ﹤0.01%
34
-6,750
-99% -$73.4K
AGX icon
2924
Argan
AGX
$6.9B
$270 ﹤0.01%
+1
New +$229
IRBT
2925
DELISTED
iRobot
IRBT
$269 ﹤0.01%
75
-70
-48% -$271
115 116
117
118 119

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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.