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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
SUZ icon
2176
Suzano
SUZ
$10.5B
$18.8K ﹤0.01%
2,000
-167
-8% -$1.58K
JBHT icon
2177
JB Hunt Transport Services
JBHT
$25.8B
$18.8K ﹤0.01%
140
-41
-23% -$5.9K
HODL icon
2178
VanEck Bitcoin Trust
HODL
$1.05B
$18.6K ﹤0.01%
574
+500
+676% +$16.2K
OPP
2179
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$191M
$18.5K ﹤0.01%
2,170
– –
FTS icon
2180
Fortis
FTS
$29.2B
$18.4K ﹤0.01%
363
– –
MT icon
2181
ArcelorMittal
MT
$52.8B
$18.3K ﹤0.01%
506
+392
+344% +$13.2K
SMDV icon
2182
ProShares Russell 2000 Dividend Growers ETF
SMDV
$695M
$18.1K ﹤0.01%
272
– –
MSA icon
2183
Mine Safety
MSA
$7.47B
$18.1K ﹤0.01%
105
+1
+1% +$173
CATY icon
2184
Cathay General Bancorp
CATY
$4.2B
$18.1K ﹤0.01%
376
+10
+3% +$481
SBGI icon
2185
Sinclair Inc
SBGI
$978M
$18K ﹤0.01%
1,194
– –
TTEK icon
2186
Tetra Tech
TTEK
$8.43B
$18K ﹤0.01%
539
+301
+126% +$10.9K
NCDL icon
2187
Nuveen Churchill Direct Lending
NCDL
$597M
$17.9K ﹤0.01%
1,300
– –
DFIS icon
2188
Dimensional International Small Cap ETF
DFIS
$5.8B
$17.8K ﹤0.01%
562
– –
UFPI icon
2189
UFP Industries
UFPI
$4.92B
$17.8K ﹤0.01%
190
+3
+2% +$303
JBTM
2190
JBT Marel
JBTM
$7.26B
$17.7K ﹤0.01%
126
+51
+68% +$6.97K
NICE icon
2191
Nice
NICE
$5.82B
$17.5K ﹤0.01%
121
-8
-6% -$1.2K
QRVO icon
2192
Qorvo
QRVO
$7.93B
$17.5K ﹤0.01%
192
+118
+159% +$10.5K
G icon
2193
Genpact
G
$5.98B
$17.5K ﹤0.01%
417
+68
+19% +$2.99K
CCIF
2194
Carlyle Credit Income Fund
CCIF
$60M
$17.5K ﹤0.01%
3,000
– –
STCE icon
2195
Schwab Crypto Thematic Natural Language Processing ETF
STCE
$228M
$17.4K ﹤0.01%
222
– –
DVLT
2196
Datavault AI
DVLT
$289M
$17.4K ﹤0.01%
+16,267
New +$8.62K
FHI icon
2197
Federated Hermes
FHI
$4.56B
$17.4K ﹤0.01%
335
– –
FBRT
2198
Franklin BSP Realty Trust
FBRT
$615M
$17.4K ﹤0.01%
+1,600
New +$17.6K
RR icon
2199
Richtech Robotics
RR
$320M
$17.4K ﹤0.01%
+4,045
New +$10.6K
ILF icon
2200
iShares Latin America 40 ETF
ILF
$3.85B
$17.3K ﹤0.01%
+600
New +$15.9K
86 87
88
89 90

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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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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.