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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
S icon
3276
SentinelOne
S
$6.29B
– –
-2,000
Closed -$36.6K
SAMT icon
3277
Strategas Macro Thematic Opportunities ETF
SAMT
$864M
– –
-2,070
Closed -$71.3K
SCHK icon
3278
Schwab 1000 Index ETF
SCHK
$5.67B
– –
-3,700
Closed -$110K
SCMB icon
3279
Schwab Municipal Bond ETF
SCMB
$3.99B
– –
-6,000
Closed -$151K
SCO icon
3280
ProShares UltraShort Bloomberg Crude Oil
SCO
$731M
– –
-9
Closed -$650
SEZL
3281
Sezzle
SEZL
$5.28B
– –
-1,722
Closed -$309K
SHOO icon
3282
Steven Madden
SHOO
$3.22B
– –
-1
Closed -$16
SIVR icon
3283
abrdn Physical Silver Shares ETF
SIVR
$3.97B
– –
-1,510
Closed -$52K
SJT
3284
San Juan Basin Royalty Trust
SJT
$117M
– –
-28
Closed -$166
SKIN icon
3285
SkinHealth Systems
SKIN
$90.5M
– –
-300
Closed -$573
SKM icon
3286
SK Telecom
SKM
$11.8B
– –
-159
Closed -$3.71K
SKX
3287
DELISTED
Skechers
SKX
– –
-191
Closed -$12.1K
SLNO
3288
DELISTED
Soleno Therapeutics
SLNO
– –
-3
Closed -$251
SLP icon
3289
Simulations Plus
SLP
$371M
– –
-120
Closed -$2.09K
SMBK icon
3290
SmartFinancial
SMBK
$908M
– –
-8
Closed -$270
SMOG icon
3291
VanEck Low Carbon Energy ETF
SMOG
$126M
– –
-4
Closed -$440
SNDR icon
3292
Schneider National
SNDR
$6.34B
– –
-3
Closed -$72
SPTI icon
3293
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.5B
– –
-1,789
Closed -$51.5K
SPWH icon
3294
Sportsman's Warehouse
SPWH
$45.7M
– –
-2,000
Closed -$6.9K
SQM icon
3295
Sociedad Química y Minera de Chile
SQM
$19.1B
– –
-168
Closed -$5.92K
SRG
3296
Seritage Growth Properties
SRG
$129M
– –
-50
Closed -$154
SRRK icon
3297
Scholar Rock
SRRK
$5.92B
– –
-1
Closed -$35
STKL
3298
DELISTED
SunOpta
STKL
– –
-600
Closed -$3.48K
STR
3299
DELISTED
Sitio Royalties
STR
– –
-1,978,245
Closed -$36.4M
SWTX
3300
DELISTED
SpringWorks Therapeutics
SWTX
– –
-43
Closed -$2.02K
130 131
132
133 134

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.