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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
ZG icon
2226
Zillow
ZG
$7.76B
$16K ﹤0.01%
215
+56
+35% +$4.41K
MJ icon
2227
Amplify Alternative Harvest ETF
MJ
$102M
$15.9K ﹤0.01%
425
-38
-8% -$1.06K
MCI
2228
Barings Corporate Investors
MCI
$342M
$15.8K ﹤0.01%
763
+13
+2% +$276
HYLB icon
2229
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.51B
$15.8K ﹤0.01%
427
+238
+126% +$8.77K
IBTH icon
2230
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.25B
$15.8K ﹤0.01%
700
– –
BYD icon
2231
Boyd Gaming
BYD
$6.29B
$15.7K ﹤0.01%
182
+81
+80% +$6.8K
MIR icon
2232
Mirion Technologies
MIR
$3.75B
$15.7K ﹤0.01%
676
+276
+69% +$5.97K
RDNT icon
2233
RadNet
RDNT
$4.92B
$15.6K ﹤0.01%
205
– –
PNQI icon
2234
Invesco NASDAQ Internet ETF
PNQI
$524M
$15.6K ﹤0.01%
279
– –
SWIM icon
2235
Latham Group
SWIM
$632M
$15.6K ﹤0.01%
+2,046
New +$15.1K
TQQQ icon
2236
ProShares UltraPro QQQ
TQQQ
$31.5B
$15.6K ﹤0.01%
302
+2
+0.7% +$91
TS icon
2237
Tenaris
TS
$28.9B
$15.6K ﹤0.01%
+435
New +$15.8K
NOK icon
2238
Nokia
NOK
$50.9B
$15.5K ﹤0.01%
3,221
-4
-0.1% -$18
NODK icon
2239
NI Holdings
NODK
$313M
$15.5K ﹤0.01%
1,140
– –
STVN icon
2240
Stevanato
STVN
$5.4B
$15.4K ﹤0.01%
600
– –
NANC icon
2241
Unusual Whales Subversive Democratic Trading ETF
NANC
$276M
$15.4K ﹤0.01%
344
-367
-52% -$15.8K
LUMN icon
2242
Lumen
LUMN
$6.69B
$15.4K ﹤0.01%
2,513
+17
+0.7% +$82
WERN icon
2243
Werner Enterprises
WERN
$2.29B
$15.3K ﹤0.01%
582
– –
FNX icon
2244
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.38B
$15.3K ﹤0.01%
122
– –
RLJ.PRA icon
2245
RLJ Lodging Trust $1.95 Series A Preferred Stock
RLJ.PRA
$325M
$15.1K ﹤0.01%
600
– –
ONTO icon
2246
Onto Innovation
ONTO
$12.9B
$15.1K ﹤0.01%
117
– –
BFLY icon
2247
Butterfly Network
BFLY
$1.97B
$15.1K ﹤0.01%
+7,804
New +$13.3K
ATMU icon
2248
Atmus Filtration Technologies
ATMU
$4.23B
$15K ﹤0.01%
332
-902
-73% -$37.8K
AGM icon
2249
Federal Agricultural Mortgage
AGM
$2.42B
$14.9K ﹤0.01%
89
-1
-1% -$187
FIDU icon
2250
Fidelity MSCI Industrials Index ETF
FIDU
$2.3B
$14.9K ﹤0.01%
182
+181
+18,100% +$14.5K
88 89
90
91 92

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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.