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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
MANU icon
3226
Manchester United
MANU
$4.03B
– –
-2
Closed -$36
MBWM icon
3227
Mercantile Bank Corp
MBWM
$1.04B
– –
-713
Closed -$33.1K
MLPA icon
3228
Global X MLP ETF
MLPA
$2.26B
– –
-1,140
Closed -$57.2K
MLR icon
3229
Miller Industries
MLR
$577M
– –
-26
Closed -$1.16K
MMIT icon
3230
IQ MacKay Municipal Intermediate ETF
MMIT
$1.46B
– –
-1
Closed -$17
MTX icon
3231
Minerals Technologies
MTX
$2.29B
– –
-415
Closed -$22.9K
BINI
3232
DELISTED
Bollinger Innovations
BINI
– –
-1
Closed -$21.3K
MVV icon
3233
ProShares Ultra MidCap400
MVV
$150M
– –
-1,200
Closed -$76.3K
NAVI icon
3234
Navient
NAVI
$819M
– –
-430
Closed -$6.06K
NCMI icon
3235
National CineMedia
NCMI
$378M
– –
-65
Closed -$315
NDMO icon
3236
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$607M
– –
-10,379
Closed -$105K
NEXN
3237
Nexxen International
NEXN
$588M
– –
-21
Closed -$219
NFBK
3238
DELISTED
Northfield Bancorp
NFBK
– –
-178
Closed -$2.04K
NMIH icon
3239
NMI Holdings
NMIH
$3.37B
– –
-891
Closed -$37.6K
NMR icon
3240
Nomura Holdings
NMR
$28.3B
– –
-1
Closed -$6
NVEE
3241
DELISTED
NV5 Global
NVEE
– –
-4,433
Closed -$102K
NX icon
3242
Quanex
NX
$825M
– –
-85
Closed -$1.61K
NXE icon
3243
NexGen Energy
NXE
$5.91B
– –
-2,400
Closed -$16.7K
NXRT
3244
NexPoint Residential Trust
NXRT
$689M
– –
-47
Closed -$1.57K
OLO
3245
DELISTED
Olo Inc
OLO
– –
-22,875
Closed -$204K
PARAA
3246
DELISTED
Paramount Global Class A
PARAA
– –
-6
Closed -$138
PARA
3247
DELISTED
Paramount Global Class B
PARA
– –
-10,421
Closed -$134K
PAY icon
3248
Paymentus
PAY
$4.62B
– –
-403
Closed -$13.2K
PCTTW
3249
PureCycle Technologies Inc Warrant
PCTTW
$9.5M
– –
-2,000
Closed -$8.73K
PCYO icon
3250
Pure Cycle
PCYO
$255M
– –
-23
Closed -$247
128 129
130
131 132

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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.