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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
HUT
1676
Hut 8
HUT
$12.1B
$64.1K ﹤0.01%
1,842
-1,099
-37% -$27.9K
CORT icon
1677
Corcept Therapeutics
CORT
$12.4B
$64K ﹤0.01%
770
+433
+128% +$31.3K
BRX icon
1678
Brixmor Property Group
BRX
$9.67B
$63.9K ﹤0.01%
2,307
+2,017
+696% +$54K
OVV icon
1679
Ovintiv
OVV
$17.3B
$63.6K ﹤0.01%
1,576
+1,136
+258% +$46.3K
IETC icon
1680
iShares US Tech Independence Focused ETF
IETC
$674M
$63.5K ﹤0.01%
+623
New +$61.2K
IAI icon
1681
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.36B
$63.5K ﹤0.01%
359
– –
PFLT icon
1682
PennantPark Floating Rate Capital
PFLT
$689M
$63.3K ﹤0.01%
7,122
– –
STRL icon
1683
Sterling Infrastructure
STRL
$18.3B
$63.2K ﹤0.01%
186
+14
+8% +$3.97K
GUNR icon
1684
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.2B
$62.7K ﹤0.01%
1,433
+314
+28% +$13.2K
ATI icon
1685
ATI
ATI
$25.6B
$62.6K ﹤0.01%
770
– –
OZK icon
1686
Bank OZK
OZK
$5.6B
$62.6K ﹤0.01%
1,228
+999
+436% +$51K
OIS icon
1687
Oil States International
OIS
$489M
$62.6K ﹤0.01%
+10,325
New +$56.6K
CTRE icon
1688
CareTrust REIT
CTRE
$9.91B
$62.6K ﹤0.01%
+1,804
New +$59.3K
CRI icon
1689
Carter's
CRI
$1.42B
$62.5K ﹤0.01%
2,215
– –
RLI icon
1690
RLI Corp
RLI
$5.62B
$62.5K ﹤0.01%
958
+708
+283% +$47.9K
GRNY
1691
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.29B
$62.5K ﹤0.01%
2,500
-2,000
-44% -$47.3K
SPCE icon
1692
Virgin Galactic
SPCE
$328M
$62.4K ﹤0.01%
16,161
+16,147
+115,336% +$54.1K
BMNR
1693
BitMine Immersion Technologies
BMNR
$10.4B
$62.3K ﹤0.01%
+1,200
New +$60.8K
FEX icon
1694
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.57B
$62.2K ﹤0.01%
+532
New +$60.4K
CPF icon
1695
Central Pacific Financial
CPF
$1.02B
$62.1K ﹤0.01%
+2,046
New +$59.9K
INSP icon
1696
Inspire Medical Systems
INSP
$1.45B
$62K ﹤0.01%
835
– –
KB icon
1697
KB Financial Group
KB
$41.4B
$61.9K ﹤0.01%
747
+548
+275% +$44.9K
HPS
1698
John Hancock Preferred Income Fund III
HPS
$456M
$61.8K ﹤0.01%
4,000
– –
INCY icon
1699
Incyte
INCY
$24.2B
$61.6K ﹤0.01%
726
+440
+154% +$34.8K
NGVT icon
1700
Ingevity
NGVT
$2.51B
$61.5K ﹤0.01%
+1,115
New +$58K
66 67
68
69 70

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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.