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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
MSTB icon
2951
LHA Market State Tactical Beta ETF
MSTB
$189M
$199 ﹤0.01%
+5
New +$192
ORA icon
2952
Ormat Technologies
ORA
$5.8B
$193 ﹤0.01%
+2
New +$180
PENG
2953
Penguin Solutions Inc
PENG
$2.24B
$184 ﹤0.01%
7
– –
UCO icon
2954
ProShares Ultra Bloomberg Crude Oil
UCO
$432M
$180 ﹤0.01%
8
– –
MDXG icon
2955
MiMedx Group
MDXG
$630M
$175 ﹤0.01%
25
– –
NNOX icon
2956
Nano X Imaging
NNOX
$61.1M
$167 ﹤0.01%
45
– –
TTGT icon
2957
TechTarget
TTGT
$327M
$163 ﹤0.01%
28
– –
FUBO icon
2958
FuboTV Inc
FUBO
$260M
$158 ﹤0.01%
3
– –
AYTU icon
2959
AYTU BioPharma
AYTU
$22.3M
$156 ﹤0.01%
83
– –
DOUG icon
2960
Douglas Elliman
DOUG
$156M
$152 ﹤0.01%
53
– –
PRCH icon
2961
Porch Group
PRCH
$1.35B
$151 ﹤0.01%
9
– –
ALKS icon
2962
Alkermes
ALKS
$8.11B
$150 ﹤0.01%
5
+3
+150% +$85
RARE icon
2963
Ultragenyx Pharmaceutical
RARE
$2.46B
$150 ﹤0.01%
+5
New +$150
RVMD icon
2964
Revolution Medicines
RVMD
$38.5B
$140 ﹤0.01%
3
– –
WLFC icon
2965
Willis Lease Finance
WLFC
$1.65B
$137 ﹤0.01%
+3
New +$145
CMPS
2966
Compass Pathways
CMPS
$1.47B
$132 ﹤0.01%
23
– –
KWR icon
2967
Quaker Houghton
KWR
$2.58B
$132 ﹤0.01%
+1
New +$132
UAA icon
2968
Under Armour
UAA
$3.01B
$130 ﹤0.01%
26
-1
-4% -$6
KRC icon
2969
Kilroy Realty
KRC
$4.59B
$127 ﹤0.01%
+3
New +$118
CHCO icon
2970
City Holding Co
CHCO
$2.05B
$124 ﹤0.01%
+1
New +$125
OPRT icon
2971
Oportun Financial
OPRT
$262M
$123 ﹤0.01%
20
– –
UFCS icon
2972
United Fire Group
UFCS
$1.35B
$122 ﹤0.01%
+4
New +$118
AEHR icon
2973
Aehr Test Systems
AEHR
$2.13B
$120 ﹤0.01%
4
– –
VC icon
2974
Visteon
VC
$2.85B
$120 ﹤0.01%
1
– –
KNDI
2975
Kandi Technologies Group
KNDI
$66.5M
$115 ﹤0.01%
95
– –
117 118
119
120 121

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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.