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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
BCYC
3101
Bicycle Therapeutics
BCYC
$269M
– –
-23
Closed -$160
BDRY icon
3102
Breakwave Dry Bulk Shipping ETF
BDRY
$28.1M
– –
-75
Closed -$416
BFOR icon
3103
Barron's 400 ETF
BFOR
$229M
– –
-1,200
Closed -$23.1K
BHB icon
3104
Bar Harbor Bankshares
BHB
$665M
– –
-500
Closed -$15K
BHK icon
3105
BlackRock Core Bond Trust
BHK
$644M
– –
-1
Closed -$10
BITX icon
3106
2x Bitcoin ETF
BITX
$890M
– –
-31,482
Closed -$1.7M
BKCH icon
3107
Global X Blockchain ETF
BKCH
$192M
– –
-91
Closed -$4.79K
BKHY icon
3108
BNY Mellon High Yield Beta ETF
BKHY
$158M
– –
-76
Closed -$3.67K
BKIE icon
3109
BNY Mellon International Equity ETF
BKIE
$1.28B
– –
-1,596
Closed -$45.8K
BKLC icon
3110
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.37B
– –
-450
Closed -$17.8K
BKN
3111
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
– –
-334
Closed -$3.64K
BKWO
3112
DELISTED
BNY Mellon Women's Opportunities ETF
BKWO
– –
-3
Closed -$110
BLV icon
3113
Vanguard Long-Term Bond ETF
BLV
$5.74B
– –
-26
Closed -$1.81K
BMEZ icon
3114
BlackRock Health Sciences Trust II
BMEZ
$966M
– –
-1
Closed -$12
BPMC
3115
DELISTED
Blueprint Medicines
BPMC
– –
-4
Closed -$513
BRBR icon
3116
BellRing Brands
BRBR
$1.55B
– –
-358
Closed -$20.7K
BRCC icon
3117
BRC Inc
BRCC
$122M
– –
-1,420
Closed -$1.86K
BRKL
3118
DELISTED
Brookline Bancorp
BRKL
– –
-108
Closed -$1.14K
BRY
3119
DELISTED
Berry Corp
BRY
– –
-1
Closed -$2
BUR icon
3120
Burford Capital
BUR
$914M
– –
-3
Closed -$43
CAL icon
3121
Caleres
CAL
$432M
– –
-46
Closed -$568
SFGV
3122
Sequoia Global Value ETF
SFGV
$1.17B
– –
-240
Closed -$7.02K
CHGX icon
3123
AXS Change Finance ESG ETF
CHGX
$169M
– –
-6
Closed -$156
CHRD icon
3124
Chord Energy
CHRD
$7.68B
– –
-10
Closed -$969
CHX
3125
DELISTED
ChampionX
CHX
– –
-23,927
Closed -$594K
123 124
125
126 127

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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.