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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
CLBK icon
3126
Columbia Financial
CLBK
$1.14B
– –
-10
Closed -$145
CLOU icon
3127
Global X Cloud Computing ETF
CLOU
$236M
– –
-102
Closed -$2.38K
CMCO icon
3128
Columbus McKinnon
CMCO
$422M
– –
-93
Closed -$1.42K
CNK icon
3129
Cinemark Holdings
CNK
$4.07B
– –
-24
Closed -$724
CNRG icon
3130
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$187M
– –
-401
Closed -$23.8K
CODX
3131
Co-Diagnostics
CODX
$5.56M
– –
-33
Closed -$280
COMT icon
3132
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.19B
– –
-495
Closed -$12.8K
CPRI icon
3133
Capri Holdings
CPRI
$1.82B
– –
-110
Closed -$1.95K
CRBP icon
3134
Corbus Pharmaceuticals
CRBP
$165M
– –
-1
Closed -$7
CRCT icon
3135
Cricut
CRCT
$1.01B
– –
-80
Closed -$542
CRSR icon
3136
Corsair Gaming
CRSR
$1.1B
– –
-247
Closed -$2.33K
CRTO icon
3137
Criteo
CRTO
$1.14B
– –
-2,470
Closed -$59.2K
CSMD icon
3138
Congress SMid Growth ETF
CSMD
$455M
– –
-495
Closed -$15.4K
CTKB icon
3139
Cytek Biosciences
CTKB
$566M
– –
-154
Closed -$524
CWH icon
3140
Camping World
CWH
$384M
– –
-600
Closed -$10.3K
DCOM icon
3141
Dime Commercial Bancshares
DCOM
$1.79B
– –
-1,316
Closed -$35.5K
DCOR icon
3142
Dimensional US Core Equity 1 ETF
DCOR
$3.27B
– –
-137
Closed -$9.16K
DFAI
3143
Dimensional International Core Equity Market ETF
DFAI
$17.1B
– –
-573
Closed -$19.8K
DFSI
3144
Dimensional International Sustainability Core 1 ETF
DFSI
$1.12B
– –
-4
Closed -$158
DGICA icon
3145
Donegal Group Class A
DGICA
$715M
– –
-77
Closed -$1.54K
DJIA icon
3146
Global X Dow 30 Covered Call ETF
DJIA
$182M
– –
-2,822
Closed -$61.2K
DNLI icon
3147
Denali Therapeutics
DNLI
$3.79B
– –
-35
Closed -$490
DNN icon
3148
Denison Mines
DNN
$2.43B
– –
-1,000
Closed -$1.82K
DRIO icon
3149
DarioHealth
DRIO
$51.9M
– –
-13
Closed -$168
DSTL icon
3150
Distillate US Fundamental Stability & Value ETF
DSTL
$2.02B
– –
-3,583
Closed -$198K
124 125
126
127 128

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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.