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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
OTEX icon
1976
Open Text
OTEX
$6.15B
$32.6K ﹤0.01%
+872
New +$28K
PDO
1977
PIMCO Dynamic Income Opportunities Fund
PDO
$1.86B
$32.5K ﹤0.01%
2,300
– –
BUD icon
1978
AB InBev
BUD
$167B
$32.5K ﹤0.01%
545
-267
-33% -$16.8K
CSGS
1979
DELISTED
CSG Systems International
CSGS
$32.4K ﹤0.01%
504
-290
-37% -$18.5K
IRDM icon
1980
Iridium Communications
IRDM
$5.02B
$32.4K ﹤0.01%
+1,854
New +$45.8K
LSTR icon
1981
Landstar System
LSTR
$5.93B
$32.4K ﹤0.01%
264
+10
+4% +$1.33K
TNGY
1982
Tortoise Energy ETF
TNGY
$555M
$32.3K ﹤0.01%
3,562
+44
+1% +$398
PLXS icon
1983
Plexus
PLXS
$6.72B
$32.1K ﹤0.01%
222
+6
+3% +$811
OLN icon
1984
Olin
OLN
$2.11B
$32K ﹤0.01%
1,282
-68
-5% -$1.51K
ESPO icon
1985
VanEck Video Gaming and eSports ETF
ESPO
$245M
$32K ﹤0.01%
264
– –
YYY icon
1986
Amplify CEF High Income ETF
YYY
$717M
$32K ﹤0.01%
2,707
– –
FTF
1987
Franklin Limited Duration Income Trust
FTF
$231M
$32K ﹤0.01%
5,016
– –
XSD icon
1988
State Street SPDR S&P Semiconductor ETF
XSD
$2.72B
$31.9K ﹤0.01%
+100
New +$28.3K
URNM icon
1989
Sprott Uranium Miners ETF
URNM
$1.76B
$31.8K ﹤0.01%
526
-400
-43% -$20.1K
CRK icon
1990
Comstock Resources
CRK
$3.89B
$31.7K ﹤0.01%
1,598
– –
LAUR icon
1991
Laureate Education
LAUR
$5.28B
$31.6K ﹤0.01%
1,001
-527
-34% -$13.8K
COLM icon
1992
Columbia Sportswear
COLM
$3.04B
$31.5K ﹤0.01%
603
-102
-14% -$5.73K
VUZI icon
1993
Vuzix
VUZI
$194M
$31.3K ﹤0.01%
10,000
– –
GIL icon
1994
Gildan
GIL
$10.3B
$31.1K ﹤0.01%
538
+338
+169% +$18.1K
QDF icon
1995
FlexShares Quality Dividend Index Fund
QDF
$2.22B
$31K ﹤0.01%
391
– –
LOGI icon
1996
Logitech
LOGI
$14.7B
$30.9K ﹤0.01%
282
-45
-14% -$4.52K
MSOX icon
1997
AdvisorShares MSOS 2X Daily ETF
MSOX
$49.6M
$30.9K ﹤0.01%
+3,983
New +$25.3K
DTRE icon
1998
First Trust Alerian Disruptive Technology Real Estate ETF
DTRE
$14.7M
$30.8K ﹤0.01%
+780
New +$31K
QBTS icon
1999
D-Wave Quantum Inc. Common Stock
QBTS
$6.7B
$30.8K ﹤0.01%
1,246
-18,763
-94% -$342K
VRNS icon
2000
Varonis Systems
VRNS
$4.59B
$30.7K ﹤0.01%
535
– –
78 79
80
81 82

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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.