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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
HAYW icon
3026
Hayward Holdings
HAYW
$3.31B
$30 ﹤0.01%
2
– –
MTW icon
3027
Manitowoc
MTW
$491M
$30 ﹤0.01%
3
– –
WOLF icon
3028
Wolfspeed
WOLF
$1.04B
$29 ﹤0.01%
1
-1,317
-100% -$3.09K
AOSL icon
3029
Alpha and Omega Semiconductor
AOSL
$829M
$28 ﹤0.01%
1
– –
DEC
3030
Diversified Energy Company
DEC
$902M
$28 ﹤0.01%
2
-124
-98% -$1.86K
TROX icon
3031
Tronox
TROX
$967M
$28 ﹤0.01%
7
-2,000
-100% -$9.15K
AEON icon
3032
AEON Biopharma
AEON
$10.7M
$27 ﹤0.01%
33
– –
ONL
3033
Orion Office REIT
ONL
$151M
$27 ﹤0.01%
10
– –
UCTT
3034
Ultra Clean Holdings
UCTT
$3.12B
$27 ﹤0.01%
1
– –
BOW
3035
Bowhead Specialty Holdings
BOW
$1.05B
$27 ﹤0.01%
+1
New +$31
GOLD
3036
Gold.com Inc
GOLD
$1.16B
$26 ﹤0.01%
+1
New +$24
LIND icon
3037
Lindblad Expeditions
LIND
$1.95B
$26 ﹤0.01%
2
– –
CCNE icon
3038
CNB Financial Corp
CCNE
$1.05B
$24 ﹤0.01%
1
-14
-93% -$345
DV icon
3039
DoubleVerify
DV
$1.77B
$24 ﹤0.01%
2
– –
KMTS
3040
Kestra Medical Technologies
KMTS
$1.33B
$24 ﹤0.01%
+1
New +$18
CLPT icon
3041
ClearPoint Neuro
CLPT
$424M
$22 ﹤0.01%
+1
New +$12
OLP
3042
One Liberty Properties
OLP
$542M
$22 ﹤0.01%
1
– –
SHOE
3043
Shoe Station Group
SHOE
$424M
$21 ﹤0.01%
1
– –
WKHS icon
3044
Workhorse Group
WKHS
$33.4M
$21 ﹤0.01%
2
– –
BRN icon
3045
Barnwell Industries
BRN
$14.2M
$20 ﹤0.01%
15
– –
KPTI icon
3046
Karyopharm Therapeutics
KPTI
$155M
$20 ﹤0.01%
3
– –
BBNX
3047
Beta Bionics
BBNX
$676M
$20 ﹤0.01%
+1
New +$18
TIPT icon
3048
Tiptree Inc
TIPT
$694M
$19 ﹤0.01%
+1
New +$22
ORKA
3049
Oruka Therapeutics
ORKA
$5.31B
$19 ﹤0.01%
+1
New +$15
ARRY icon
3050
Array Technologies
ARRY
$740M
$16 ﹤0.01%
2
– –
120 121
122
123 124

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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.