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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
WDI
2051
Western Asset Diversified Income Fund
WDI
$680M
$26.5K ﹤0.01%
1,800
– –
LGND icon
2052
Ligand Pharmaceuticals
LGND
$5.76B
$26.4K ﹤0.01%
149
+69
+86% +$10.3K
FLY
2053
Firefly Aerospace
FLY
$3.34B
$26.4K ﹤0.01%
+900
New +$40.5K
PTLO icon
2054
Portillo's
PTLO
$331M
$26.2K ﹤0.01%
4,056
-20
-0.5% -$169
CNTY icon
2055
Century Casinos
CNTY
$34M
$26.1K ﹤0.01%
10,000
– –
AVK
2056
Advent Convertible and Income Fund
AVK
$547M
$26.1K ﹤0.01%
2,038
+20
+1% +$248
KRNT icon
2057
Kornit Digital
KRNT
$705M
$26K ﹤0.01%
1,927
+1,795
+1,360% +$30.5K
LASE icon
2058
Laser Photonics
LASE
$49.2M
$25.9K ﹤0.01%
6,000
+5,000
+500% +$16.2K
ALRM icon
2059
Alarm.com
ALRM
$2.71B
$25.9K ﹤0.01%
487
-119
-20% -$6.64K
BCE icon
2060
BCE
BCE
$20.2B
$25.8K ﹤0.01%
1,104
– –
EPP icon
2061
iShares MSCI Pacific ex Japan ETF
EPP
$2.22B
$25.8K ﹤0.01%
500
– –
INSM icon
2062
Insmed
INSM
$21.4B
$25.7K ﹤0.01%
179
+53
+42% +$6.49K
GRID
2063
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.5B
$25.7K ﹤0.01%
170
+148
+673% +$21.3K
SPD icon
2064
Simplify US Equity PLUS Downside Convexity ETF
SPD
$105M
$25.7K ﹤0.01%
650
– –
ABR icon
2065
Arbor Realty Trust
ABR
$964M
$25.6K ﹤0.01%
2,100
+50
+2% +$582
TPVG icon
2066
TriplePoint Venture Growth BDC
TPVG
$184M
$25.6K ﹤0.01%
4,430
– –
GTLB icon
2067
GitLab
GTLB
$5.83B
$25.5K ﹤0.01%
566
-956
-63% -$43.7K
CHT icon
2068
Chunghwa Telecom
CHT
$33.1B
$25.5K ﹤0.01%
584
+232
+66% +$10.3K
QQQE icon
2069
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.33B
$25.4K ﹤0.01%
250
– –
BMRN icon
2070
BioMarin Pharmaceuticals
BMRN
$11.6B
$25.4K ﹤0.01%
469
+147
+46% +$8.41K
EDIT icon
2071
Editas Medicine
EDIT
$396M
$25.3K ﹤0.01%
7,300
– –
CUK
2072
DELISTED
Carnival PLC
CUK
$25.2K ﹤0.01%
953
+753
+377% +$20.8K
TTC icon
2073
Toro Company
TTC
$8.75B
$25.1K ﹤0.01%
330
+51
+18% +$3.91K
BNL icon
2074
Broadstone Net Lease
BNL
$4.11B
$25K ﹤0.01%
1,400
– –
CWBC
2075
Community West Bancshares
CWBC
$679M
$25K ﹤0.01%
1,200
– –
81 82
83
84 85

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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.