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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
DBC icon
1876
Invesco DB Commodity Index Tracking Fund
DBC
$1.69B
$41.3K ﹤0.01%
1,832
-573
-24% -$12.7K
WDFC icon
1877
WD-40
WDFC
$3.05B
$41.1K ﹤0.01%
208
-134
-39% -$29K
CHPT icon
1878
ChargePoint
CHPT
$141M
$41.1K ﹤0.01%
3,763
-404
-10% -$4.62K
CHYM
1879
Chime Financial
CHYM
$8.76B
$41K ﹤0.01%
2,035
-4,200
-67% -$119K
MDU icon
1880
MDU Resources
MDU
$4.17B
$40.9K ﹤0.01%
2,298
+75
+3% +$1.25K
QLYS icon
1881
Qualys
QLYS
$5.1B
$40.9K ﹤0.01%
309
-243
-44% -$32.9K
MRTN icon
1882
Marten Transport
MRTN
$1.21B
$40.5K ﹤0.01%
+3,797
New +$46.2K
RCS
1883
PIMCO Strategic Income Fund
RCS
$244M
$40.3K ﹤0.01%
5,313
– –
MUNI icon
1884
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.06B
$40K ﹤0.01%
766
-562
-42% -$28.9K
VRNA
1885
DELISTED
Verona Pharma
VRNA
$40K ﹤0.01%
375
-461
-55% -$48.1K
VOD icon
1886
Vodafone
VOD
$36.3B
$39.8K ﹤0.01%
3,435
+946
+38% +$10.8K
EZU icon
1887
iShare MSCI Eurozone ETF
EZU
$9.64B
$39.7K ﹤0.01%
641
– –
APTV icon
1888
Aptiv
APTV
$12B
$39.7K ﹤0.01%
460
-72
-14% -$5.43K
MEGI
1889
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$796M
$39.6K ﹤0.01%
2,700
– –
UGL icon
1890
ProShares Ultra Gold
UGL
$650M
$39.6K ﹤0.01%
860
– –
FTDR icon
1891
Frontdoor
FTDR
$5.1B
$39.6K ﹤0.01%
588
-163
-22% -$9.92K
BAP icon
1892
Credicorp
BAP
$31.8B
$39.4K ﹤0.01%
148
– –
VLT icon
1893
Invesco High Income Trust II
VLT
$64.9M
$39.3K ﹤0.01%
3,505
– –
DOCS icon
1894
Doximity
DOCS
$3.76B
$39.2K ﹤0.01%
536
-208
-28% -$13.6K
XIFR
1895
XPLR Infrastructure LP
XIFR
$1.12B
$39.2K ﹤0.01%
3,853
-1,378
-26% -$13.3K
HTZ icon
1896
Hertz
HTZ
$499M
$39.1K ﹤0.01%
5,750
-202
-3% -$1.3K
KAI icon
1897
Kadant
KAI
$3.63B
$39K ﹤0.01%
131
-599
-82% -$195K
BOX icon
1898
Box
BOX
$4.37B
$38.8K ﹤0.01%
1,202
+1,138
+1,778% +$36.8K
ELAN icon
1899
Elanco Animal Health
ELAN
$13.2B
$38.6K ﹤0.01%
1,918
-21
-1% -$352
PZZA icon
1900
Papa John's
PZZA
$984M
$38.5K ﹤0.01%
800
-30
-4% -$1.39K
74 75
76
77 78

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FAF
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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.