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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
FNDC icon
1951
Schwab Fundamental International Small Company Index ETF
FNDC
$3.05B
$34.8K ﹤0.01%
781
-571
-42% -$24.8K
SIGI icon
1952
Selective Insurance
SIGI
$5.65B
$34.7K ﹤0.01%
428
+20
+5% +$1.61K
EVH icon
1953
Evolent Health
EVH
$348M
$34.7K ﹤0.01%
4,100
+4,000
+4,000% +$38.8K
CGNX icon
1954
Cognex
CGNX
$10.9B
$34.6K ﹤0.01%
764
+327
+75% +$13.2K
VIRT icon
1955
Virtu Financial
VIRT
$5.11B
$34.5K ﹤0.01%
972
+332
+52% +$13.6K
ARWR icon
1956
Arrowhead Research
ARWR
$11.9B
$34.5K ﹤0.01%
1,000
– –
GSG icon
1957
iShares S&P GSCI Commodity-Indexed Trust
GSG
$998M
$34.5K ﹤0.01%
1,500
– –
CE icon
1958
Celanese
CE
$4.9B
$34.3K ﹤0.01%
816
-315
-28% -$15.7K
PR
1959
Permian Resources
PR
$17.8B
$34.2K ﹤0.01%
2,672
-56
-2% -$768
RNR icon
1960
RenaissanceRe
RNR
$13.3B
$34K ﹤0.01%
134
+94
+235% +$22.8K
SPIB icon
1961
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$34K ﹤0.01%
1,004
-533
-35% -$17.9K
WHD icon
1962
Cactus
WHD
$5.21B
$34K ﹤0.01%
862
-140
-14% -$5.89K
FLNG icon
1963
FLEX LNG
FLNG
$1.69B
$34K ﹤0.01%
1,348
– –
MRCC
1964
DELISTED
Monroe Capital Corp
MRCC
$33.9K ﹤0.01%
4,830
-6,274
-57% -$43.1K
CSWC icon
1965
Capital Southwest
CSWC
$1.47B
$33.9K ﹤0.01%
1,551
– –
PBE icon
1966
Invesco Biotechnology & Genome ETF
PBE
$281M
$33.9K ﹤0.01%
485
+100
+26% +$6.76K
EFOR
1967
Everforth Inc
EFOR
$1.17B
$33.8K ﹤0.01%
713
-55
-7% -$2.81K
BCPC
1968
Balchem Corp
BCPC
$5.38B
$33.5K ﹤0.01%
223
+65
+41% +$10.2K
IEO icon
1969
iShares US Oil & Gas Exploration & Production ETF
IEO
$580M
$33.3K ﹤0.01%
360
– –
FIG
1970
Figma
FIG
$12.9B
$33.2K ﹤0.01%
+640
New +$43.9K
NWG icon
1971
NatWest
NWG
$75.3B
$33K ﹤0.01%
2,332
-470
-17% -$6.63K
STNC icon
1972
Hennessy Sustainable ETF
STNC
$93M
$32.9K ﹤0.01%
1,006
– –
NCNO icon
1973
nCino
NCNO
$2.02B
$32.8K ﹤0.01%
1,210
– –
IBOC icon
1974
International Bancshares
IBOC
$4.76B
$32.7K ﹤0.01%
476
-75
-14% -$5.24K
RSPH icon
1975
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$764M
$32.6K ﹤0.01%
1,110
+397
+56% +$11.5K
77 78
79
80 81

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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.