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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
LAZR
2976
DELISTED
Luminar Technologies
LAZR
$115 ﹤0.01%
60
– –
TTMI icon
2977
TTM Technologies
TTMI
$10.6B
$115 ﹤0.01%
2
– –
FULT icon
2978
Fulton Financial
FULT
$4.68B
$112 ﹤0.01%
6
-4,722
-100% -$89.4K
GSAT icon
2979
Globalstar
GSAT
$10.1B
$109 ﹤0.01%
3
– –
NUTX
2980
Nutex Health
NUTX
$967M
$103 ﹤0.01%
+1
New +$98
INDI icon
2981
indie Semiconductor
INDI
$636M
$98 ﹤0.01%
24
– –
VAL icon
2982
Valaris
VAL
$5.14B
$98 ﹤0.01%
2
– –
ALNT icon
2983
Allient
ALNT
$1.34B
$90 ﹤0.01%
+2
New +$85
CNBS icon
2984
Amplify Seymour Cannabis ETF
CNBS
$67.7M
$89 ﹤0.01%
3
– –
BBBY
2985
Bed Bath & Beyond
BBBY
$479M
$88 ﹤0.01%
10
-880
-99% -$7.28K
NVD icon
2986
GraniteShares 2x Short NVDA Daily ETF
NVD
$66.1M
$87 ﹤0.01%
10
– –
FSLY icon
2987
Fastly Inc
FSLY
$3.24B
$86 ﹤0.01%
10
– –
AX icon
2988
Axos Financial
AX
$5.58B
$85 ﹤0.01%
1
– –
EXTR icon
2989
Extreme Networks
EXTR
$3.8B
$83 ﹤0.01%
+4
New +$79
LZ icon
2990
LegalZoom.com
LZ
$1.45B
$83 ﹤0.01%
8
– –
SCLX icon
2991
Scilex Holding
SCLX
$46.1M
$79 ﹤0.01%
4
– –
TKR icon
2992
Timken Company
TKR
$9.19B
$75 ﹤0.01%
1
– –
CARS icon
2993
Cars.com
CARS
$722M
$73 ﹤0.01%
6
– –
OUT icon
2994
Outfront Media
OUT
$5.75B
$73 ﹤0.01%
4
– –
STC icon
2995
Stewart Information Services
STC
$2.14B
$73 ﹤0.01%
+1
New +$69
TNDM icon
2996
Tandem Diabetes Care
TNDM
$1.27B
$73 ﹤0.01%
6
– –
HIPO icon
2997
Hippo Holdings
HIPO
$777M
$72 ﹤0.01%
+2
New +$62
RBCAA icon
2998
Republic Bancorp
RBCAA
$1.96B
$72 ﹤0.01%
+1
New +$74
MC icon
2999
Moelis & Co
MC
$4.85B
$71 ﹤0.01%
1
-8
-89% -$571
XPOF icon
3000
Xponential Fitness
XPOF
$286M
$70 ﹤0.01%
9
– –
118 119
120
121 122

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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.