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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
WOOF icon
3326
Petco
WOOF
$808M
– –
-250
Closed -$708
WTBA icon
3327
West Bancorporation
WTBA
$472M
– –
-16
Closed -$314
XOP icon
3328
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.51B
– –
-152
Closed -$19.2K
ZIM icon
3329
ZIM Integrated Shipping Services
ZIM
$2.92B
– –
-3,000
Closed -$48.3K
DXYZ
3330
Destiny Tech100
DXYZ
$655M
– –
-25
Closed -$952
LOAR icon
3331
Loar Holdings
LOAR
$6.65B
– –
-1
Closed -$86
ZK
3332
DELISTED
Zeekr
ZK
– –
-400
Closed -$10.2K
TE
3333
T1 Energy
TE
$1.16B
– –
-200
Closed -$246
ETHU
3334
2x Ether ETF
ETHU
$747M
– –
-1,007
Closed -$57K
INV
3335
Innventure Inc
INV
$249M
– –
-400
Closed -$1.92K
THRO
3336
iShares U.S. Thematic Rotation Active ETF
THRO
$6.33B
– –
-901
Closed -$32.1K
INGM
3337
Ingram Micro Holding
INGM
$6.83B
– –
-293
Closed -$6.11K
FLG
3338
Flagstar Bank National Association
FLG
$5.78B
– –
-62
Closed -$738
SNRE
3339
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
– –
-82
Closed -$4.64K
OUSTZ
3340
DELISTED
Ouster Inc Warrants
OUSTZ
– –
-400
Closed -$45
SFD
3341
Smithfield Foods
SFD
$10.6B
– –
-296
Closed -$6.96K
USAR
3342
USA Rare Earth Inc
USAR
$3.42B
– –
-8,010
Closed -$87.8K
NMAX
3343
Newsmax Inc
NMAX
$1.03B
– –
-6,883
Closed -$104K
SMA
3344
SmartStop Self Storage REIT
SMA
$1.96B
– –
-760
Closed -$27.5K
ISOU
3345
IsoEnergy Ltd
ISOU
$617M
– –
-875
Closed -$6.25K
EMO.RT
3346
DELISTED
ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025
EMO.RT
$0 ﹤0.01%
+18
New +$2
130 131 132 133
134

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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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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.