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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
CNS icon
2026
Cohen & Steers
CNS
$4.23B
$28.7K ﹤0.01%
437
+81
+23% +$5.93K
RYAAY icon
2027
Ryanair
RYAAY
$30.4B
$28.4K ﹤0.01%
472
+348
+281% +$21.2K
DOCU
2028
DocuSign
DOCU
$10.5B
$28.4K ﹤0.01%
394
+33
+9% +$2.54K
AMRZ
2029
Amrize Ltd
AMRZ
$27.1B
$28.3K ﹤0.01%
584
– –
ARGX icon
2030
argenx
ARGX
$53.4B
$28.3K ﹤0.01%
38
– –
BNTX icon
2031
BioNTech
BNTX
$22.9B
$28.2K ﹤0.01%
286
– –
REGL icon
2032
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.75B
$28K ﹤0.01%
328
-118
-26% -$9.95K
CDIG
2033
City Different Investments Global Equity ETF
CDIG
$47.3M
$27.9K ﹤0.01%
+1,119
New +$28.2K
YELP icon
2034
Yelp
YELP
$1.45B
$27.8K ﹤0.01%
892
+446
+100% +$14.6K
MPTI icon
2035
M-tron Industries
MPTI
$356M
$27.7K ﹤0.01%
500
– –
RUSHA icon
2036
Rush Enterprises Class A
RUSHA
$6.2B
$27.7K ﹤0.01%
518
+431
+495% +$24K
BXMT icon
2037
Blackstone Mortgage Trust
BXMT
$2.45B
$27.6K ﹤0.01%
1,500
-155
-9% -$2.99K
LTH icon
2038
Life Time Group Holdings
LTH
$10.1B
$27.6K ﹤0.01%
1,000
– –
SKYW icon
2039
Skywest
SKYW
$4.24B
$27.6K ﹤0.01%
274
-4
-1% -$447
LEGH icon
2040
Legacy Housing
LEGH
$625M
$27.5K ﹤0.01%
1,000
– –
DIV icon
2041
Global X SuperDividend US ETF
DIV
$780M
$27.5K ﹤0.01%
1,554
+562
+57% +$9.95K
ILCV icon
2042
iShares Morningstar Value ETF
ILCV
$1.32B
$27.5K ﹤0.01%
305
– –
DNP icon
2043
DNP Select Income Fund
DNP
$4.05B
$27.4K ﹤0.01%
2,738
-338
-11% -$3.33K
IMAX icon
2044
IMAX
IMAX
$2.62B
$27.3K ﹤0.01%
+834
New +$23.6K
CVNA icon
2045
Carvana
CVNA
$68.6B
$27.2K ﹤0.01%
360
+5
+1% +$358
ORLA
2046
Orla Mining
ORLA
$3.54B
$27K ﹤0.01%
+2,500
New +$26.8K
IUSB icon
2047
iShares Core Universal USD Bond ETF
IUSB
$42.9B
$26.8K ﹤0.01%
+574
New +$26.5K
PAG icon
2048
Penske Automotive Group
PAG
$14.3B
$26.8K ﹤0.01%
154
-3
-2% -$535
OCSL icon
2049
Oaktree Specialty Lending
OCSL
$1.02B
$26.8K ﹤0.01%
2,050
– –
IVOO icon
2050
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.71B
$26.5K ﹤0.01%
240
– –
80 81
82
83 84

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Comerica Bank
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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
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BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
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PPFA
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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.