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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
ODC icon
3001
Oil-Dri
ODC
$1.43B
$61 ﹤0.01%
+1
New +$61
BKSY icon
3002
BlackSky Technology
BKSY
$843M
$60 ﹤0.01%
3
– –
CBU icon
3003
Community Bank
CBU
$3.39B
$59 ﹤0.01%
+1
New +$58
KODK icon
3004
Kodak
KODK
$809M
$58 ﹤0.01%
9
– –
PII icon
3005
Polaris
PII
$3.83B
$58 ﹤0.01%
1
-39
-98% -$2.1K
NE icon
3006
Noble Corp
NE
$6.54B
$57 ﹤0.01%
2
– –
OPCH icon
3007
Option Care Health
OPCH
$3.76B
$56 ﹤0.01%
+2
New +$58
STIM icon
3008
Neuronetics
STIM
$127M
$55 ﹤0.01%
20
– –
AHCO icon
3009
AdaptHealth
AHCO
$1.47B
$54 ﹤0.01%
6
-50
-89% -$463
FUTY icon
3010
Fidelity MSCI Utilities Index ETF
FUTY
$2.34B
$49 ﹤0.01%
+1
New +$55
ACB
3011
Aurora Cannabis
ACB
$169M
$48 ﹤0.01%
8
-101
-93% -$493
BLNK icon
3012
Blink Charging
BLNK
$67.5M
$44 ﹤0.01%
27
-2,193
-99% -$2.44K
EHAB
3013
DELISTED
Enhabit
EHAB
$40 ﹤0.01%
5
– –
CAC icon
3014
Camden National
CAC
$988M
$39 ﹤0.01%
+1
New +$40
FLIN icon
3015
Franklin FTSE India ETF
FLIN
$2.74B
$36 ﹤0.01%
+1
New +$38
FORM icon
3016
FormFactor
FORM
$6.51B
$36 ﹤0.01%
1
-5
-83% -$161
ZROZ icon
3017
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.33B
$36 ﹤0.01%
1
-20
-95% -$1.31K
ARLO icon
3018
Arlo Technologies
ARLO
$1.58B
$34 ﹤0.01%
2
– –
HBI
3019
DELISTED
Hanesbrands
HBI
$33 ﹤0.01%
5
-2,501
-100% -$13.8K
INO icon
3020
Inovio Pharmaceuticals
INO
$85.6M
$33 ﹤0.01%
14
-79,986
-100% -$153K
SPFF icon
3021
Global X SuperIncome Preferred ETF
SPFF
$139M
$33 ﹤0.01%
4
– –
BFS
3022
Saul Centers
BFS
$858M
$32 ﹤0.01%
+1
New +$33
MBUU icon
3023
Malibu Boats
MBUU
$548M
$32 ﹤0.01%
+1
New +$34
ANAB icon
3024
AnaptysBio
ANAB
$1.54B
$31 ﹤0.01%
+1
New +$23
HTOO icon
3025
Fusion Fuel Green
HTOO
$8.51M
$31 ﹤0.01%
7
+1
+17% +$5
119 120
121
122 123

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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.