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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
SLAB icon
1851
Silicon Laboratories
SLAB
$7.17B
$44.2K ﹤0.01%
337
– –
MFIC icon
1852
MidCap Financial Investment
MFIC
$787M
$44.1K ﹤0.01%
3,675
– –
EMLC icon
1853
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.79B
$44K ﹤0.01%
1,726
+1,183
+218% +$29.9K
CC icon
1854
Chemours
CC
$2.5B
$43.8K ﹤0.01%
2,768
– –
CLSK icon
1855
CleanSpark
CLSK
$3.53B
$43.6K ﹤0.01%
3,005
+2,947
+5,081% +$33.2K
LZB icon
1856
La-Z-Boy
LZB
$1.58B
$43.2K ﹤0.01%
1,260
+1,221
+3,131% +$44.8K
LRN icon
1857
Stride
LRN
$3.41B
$43.2K ﹤0.01%
290
+14
+5% +$2.05K
SUSA icon
1858
iShares ESG Optimized MSCI USA ETF
SUSA
$4.01B
$43K ﹤0.01%
317
– –
ASIX icon
1859
AdvanSix
ASIX
$541M
$42.8K ﹤0.01%
2,211
+2,203
+27,538% +$46.3K
CWST icon
1860
Casella Waste Systems
CWST
$5.71B
$42.8K ﹤0.01%
451
– –
ELTX icon
1861
Elicio Therapeutics
ELTX
$73.5M
$42.6K ﹤0.01%
7,000
– –
HOG icon
1862
Harley-Davidson
HOG
$2.58B
$42.2K ﹤0.01%
1,514
-805
-35% -$21.6K
AU icon
1863
AngloGold Ashanti
AU
$40.1B
$42.1K ﹤0.01%
599
+150
+33% +$8.39K
TFX icon
1864
Teleflex
TFX
$6.05B
$42.1K ﹤0.01%
344
+68
+25% +$8.24K
DYNF icon
1865
BlackRock US Equity Factor Rotation ETF
DYNF
$38.4B
$42.1K ﹤0.01%
711
+457
+180% +$25.9K
CAE icon
1866
CAE Inc. Common Shares
CAE
$8.3B
$41.9K ﹤0.01%
+1,413
New +$39.8K
WTM icon
1867
White Mountains Insurance
WTM
$5.2B
$41.8K ﹤0.01%
25
– –
BCAL icon
1868
Southern California Bancorp
BCAL
$684M
$41.8K ﹤0.01%
2,504
– –
BBEU icon
1869
JPMorgan BetaBuilders Europe ETF
BBEU
$9.35B
$41.6K ﹤0.01%
+598
New +$40.7K
SII
1870
Sprott
SII
$2.66B
$41.6K ﹤0.01%
500
– –
NVMI
1871
Nova
NVMI
$12.4B
$41.6K ﹤0.01%
130
+56
+76% +$15.5K
BBN icon
1872
BlackRock Taxable Municipal Bond Trust
BBN
$978M
$41.5K ﹤0.01%
2,500
-10
-0.4% -$162
TRNO icon
1873
Terreno Realty
TRNO
$7.57B
$41.4K ﹤0.01%
730
-455
-38% -$25.8K
NWS icon
1874
News Corp Class B
NWS
$16.9B
$41.4K ﹤0.01%
1,198
+29
+2% +$979
MSTY icon
1875
YieldMax MSTR Option Income Strategy ETF
MSTY
$715M
$41.3K ﹤0.01%
592
+240
+68% +$21.8K
73 74
75
76 77

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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.