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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
NWL icon
2251
Newell Brands
NWL
$2.18B
$14.9K ﹤0.01%
2,846
-1,032
-27% -$5.85K
BRKR icon
2252
Bruker
BRKR
$9.79B
$14.9K ﹤0.01%
458
+420
+1,105% +$15K
ROM icon
2253
ProShares Ultra Technology
ROM
$1.12B
$14.8K ﹤0.01%
160
– –
TAK icon
2254
Takeda Pharmaceutical
TAK
$55.1B
$14.8K ﹤0.01%
1,009
+307
+44% +$4.56K
CGNG
2255
Capital Group New Geography Equity ETF
CGNG
$2.67B
$14.7K ﹤0.01%
+477
New +$14.1K
FENC icon
2256
Fennec Pharmaceuticals
FENC
$344M
$14.6K ﹤0.01%
1,565
– –
FTGS icon
2257
First Trust Growth Strength ETF
FTGS
$1.29B
$14.6K ﹤0.01%
407
– –
PJAN icon
2258
Innovator US Equity Power Buffer ETF January
PJAN
$1.43B
$14.6K ﹤0.01%
319
– –
GDYN icon
2259
Grid Dynamics Holdings
GDYN
$590M
$14.6K ﹤0.01%
1,890
+187
+11% +$1.67K
BME icon
2260
BlackRock Health Sciences Trust
BME
$563M
$14.5K ﹤0.01%
+391
New +$14.2K
SRCE icon
2261
1st Source
SRCE
$2.16B
$14.5K ﹤0.01%
235
+10
+4% +$627
EXP icon
2262
Eagle Materials
EXP
$6.3B
$14.4K ﹤0.01%
62
-4
-6% -$907
QFIN icon
2263
Qfin Holdings
QFIN
$1.69B
$14.4K ﹤0.01%
500
– –
RUN icon
2264
Sunrun
RUN
$2.27B
$14.3K ﹤0.01%
828
+825
+27,500% +$11K
AVTR icon
2265
Avantor
AVTR
$9.37B
$14.3K ﹤0.01%
1,147
-1,996
-64% -$25.7K
ERTH icon
2266
Invesco MSCI Sustainable Future ETF
ERTH
$134M
$14.3K ﹤0.01%
+300
New +$13.5K
GRFS
2267
Grifois
GRFS
$5.58B
$14.3K ﹤0.01%
1,435
+1,429
+23,817% +$14.3K
RMR icon
2268
The RMR Group
RMR
$333M
$14.2K ﹤0.01%
900
– –
LKFN icon
2269
Lakeland Financial Corp
LKFN
$1.56B
$14.1K ﹤0.01%
+220
New +$14.3K
BLD
2270
DELISTED
TopBuild
BLD
$14.1K ﹤0.01%
36
+8
+29% +$3.19K
NVDU icon
2271
Direxion Daily NVDA Bull 2X ETF
NVDU
$521M
$14K ﹤0.01%
107
+1
+0.9% +$118
VREX icon
2272
Varex Imaging
VREX
$467M
$13.9K ﹤0.01%
1,125
– –
MMYT icon
2273
MakeMyTrip
MMYT
$5.37B
$13.9K ﹤0.01%
149
-34
-19% -$3.31K
GCOW icon
2274
Pacer Global Cash Cows Dividend ETF
GCOW
$3.43B
$13.9K ﹤0.01%
351
– –
UI icon
2275
Ubiquiti
UI
$32.3B
$13.9K ﹤0.01%
21
-92
-81% -$45.9K
89 90
91
92 93

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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.