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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
EC icon
3151
Ecopetrol
EC
$33.7B
– –
-251
Closed -$2.22K
ELBM
3152
Electra Battery Materials
ELBM
$53.2M
– –
-138
Closed -$148
ELPC icon
3153
Copel
ELPC
$8.47B
– –
-97
Closed -$826
ENVA icon
3154
Enova International
ENVA
$6.09B
– –
-6
Closed -$669
ETO
3155
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$489M
– –
-1
Closed -$27
EU
3156
enCore Energy
EU
$206M
– –
-2,000
Closed -$5.72K
EYE icon
3157
National Vision
EYE
$1.76B
– –
-80
Closed -$1.84K
FBT icon
3158
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.84B
– –
-18
Closed -$2.9K
FDL icon
3159
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.89B
– –
-669
Closed -$28K
FFBC icon
3160
First Financial Bancorp
FFBC
$3.55B
– –
-12
Closed -$291
FINX icon
3161
Global X FinTech ETF
FINX
$170M
– –
-91
Closed -$3.11K
FL
3162
DELISTED
Foot Locker
FL
– –
-1,100
Closed -$26.9K
FNDB icon
3163
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.41B
– –
-1
Closed -$22
FTSL icon
3164
First Trust Senior Loan Fund ETF
FTSL
$2.32B
– –
-113
Closed -$5.19K
FXA icon
3165
Invesco CurrencyShares Australian Dollar Trust
FXA
$96.4M
– –
-1
Closed -$43
GEL icon
3166
Genesis Energy
GEL
$1.82B
– –
-200
Closed -$3.45K
GEO icon
3167
The GEO Group
GEO
$4B
– –
-1,520
Closed -$36.4K
GES
3168
DELISTED
Guess Inc
GES
– –
-143
Closed -$1.73K
GERN icon
3169
Geron
GERN
$898M
– –
-107
Closed -$151
GKOS icon
3170
Glaukos
GKOS
$9.49B
– –
-1
Closed -$103
XRN
3171
Chiron Real Estate Inc
XRN
$535M
– –
-6
Closed -$222
GMS
3172
DELISTED
GMS Inc
GMS
– –
-78
Closed -$8.48K
GOGL
3173
DELISTED
Golden Ocean Group
GOGL
– –
-1,000
Closed -$7.32K
GPCR icon
3174
Structure Therapeutics
GPCR
$3.37B
– –
-33
Closed -$684
VIP
3175
Vulcan Infrastructure and Power Inc. Class A Common Stock
VIP
$35.4M
– –
-2
Closed -$3
125 126
127
128 129

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CWM
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VRS
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FAF
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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.