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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
TKC icon
1826
Turkcell
TKC
$4.68B
$47.3K ﹤0.01%
7,850
-316
-4% -$1.85K
NTSX icon
1827
WisdomTree US Efficient Core Fund
NTSX
$1.35B
$47.1K ﹤0.01%
874
– –
NWBI icon
1828
Northwest Bancshares
NWBI
$2.3B
$47K ﹤0.01%
+3,794
New +$47.7K
IEV icon
1829
iShares Europe ETF
IEV
$1.67B
$46.9K ﹤0.01%
717
– –
JUST icon
1830
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$561M
$46.9K ﹤0.01%
500
– –
XPEV icon
1831
XPeng
XPEV
$12.4B
$46.8K ﹤0.01%
2,000
– –
NOG icon
1832
Northern Oil and Gas
NOG
$2.3B
$46.7K ﹤0.01%
1,885
-2,989
-61% -$79.3K
AUB icon
1833
Atlantic Union Bankshares
AUB
$6.02B
$46.5K ﹤0.01%
1,319
+188
+17% +$6.39K
MARA icon
1834
Marathon Digital Holdings
MARA
$4.32B
$46.2K ﹤0.01%
2,532
– –
SMFG icon
1835
Sumitomo Mitsui Financial
SMFG
$164B
$45.9K ﹤0.01%
2,744
-56
-2% -$897
MSBI icon
1836
Midland States Bancorp
MSBI
$698M
$45.9K ﹤0.01%
+2,675
New +$48.1K
FRME icon
1837
First Merchants
FRME
$2.68B
$45.8K ﹤0.01%
1,214
– –
FN icon
1838
Fabrinet
FN
$15.6B
$45.6K ﹤0.01%
125
+16
+15% +$5.27K
KBE icon
1839
State Street SPDR S&P Bank ETF
KBE
$1.64B
$45.1K ﹤0.01%
759
+2
+0.3% +$118
PRIM icon
1840
Primoris Services
PRIM
$4.58B
$45K ﹤0.01%
328
+69
+27% +$7.41K
FLCB icon
1841
Franklin US Core Bond ETF
FLCB
$3.01B
$45K ﹤0.01%
2,073
-2,141
-51% -$46K
CLIX icon
1842
ProShares Long Online/Short Stores ETF
CLIX
$7.48M
$45K ﹤0.01%
+749
New +$41.8K
NWN icon
1843
Northwest Natural Holdings
NWN
$2.06B
$44.9K ﹤0.01%
1,000
-1,123
-53% -$46.6K
ACHR icon
1844
Archer Aviation
ACHR
$3.54B
$44.7K ﹤0.01%
4,668
– –
SBSI icon
1845
Southside Bancshares
SBSI
$967M
$44.7K ﹤0.01%
+1,581
New +$47.8K
AMH icon
1846
American Homes 4 Rent
AMH
$12B
$44.5K ﹤0.01%
1,337
+1,307
+4,357% +$45.6K
WTAI icon
1847
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$587M
$44.4K ﹤0.01%
1,555
– –
PNNT
1848
Pennant Park Investment Corp
PNNT
$215M
$44.3K ﹤0.01%
6,600
– –
VMI icon
1849
Valmont Industries
VMI
$9.3B
$44.2K ﹤0.01%
114
-24
-17% -$8.73K
FSV icon
1850
FirstService
FSV
$6.48B
$44.2K ﹤0.01%
232
-5
-2% -$967
72 73
74
75 76

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CWM
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VRS
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FAF
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BGIM
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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.