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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
NLR icon
2276
VanEck Uranium + Nuclear Energy ETF
NLR
$3.88B
$13.8K ﹤0.01%
102
– –
AMAL icon
2277
Amalgamated Financial
AMAL
$1.48B
$13.8K ﹤0.01%
509
-244
-32% -$7.25K
AAP icon
2278
Advance Auto Parts
AAP
$3.39B
$13.8K ﹤0.01%
225
-158
-41% -$9.34K
WFRD icon
2279
Weatherford International
WFRD
$6.07B
$13.7K ﹤0.01%
200
+143
+251% +$8.49K
LMND icon
2280
Lemonade
LMND
$3.76B
$13.7K ﹤0.01%
256
-39
-13% -$1.9K
SLQD icon
2281
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.37B
$13.7K ﹤0.01%
+269
New +$13.6K
ARKF icon
2282
ARK Blockchain & Fintech Innovation ETF
ARKF
$737M
$13.6K ﹤0.01%
240
+129
+116% +$6.93K
DHT icon
2283
DHT Holdings
DHT
$2.99B
$13.5K ﹤0.01%
1,133
+3
+0.3% +$35
CLMB icon
2284
Climb Global Solutions
CLMB
$499M
$13.5K ﹤0.01%
400
– –
BOND icon
2285
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.4B
$13.4K ﹤0.01%
144
-48
-25% -$4.43K
FSP
2286
Franklin Street Properties
FSP
$48.1M
$13.4K ﹤0.01%
8,385
– –
DGP icon
2287
DB Gold Double Long ETN due February 15, 2038
DGP
$224M
$13.3K ﹤0.01%
100
– –
AMBA icon
2288
Ambarella
AMBA
$3.25B
$13.3K ﹤0.01%
161
-1,000
-86% -$72.6K
GIB icon
2289
CGI
GIB
$15.2B
$13.3K ﹤0.01%
149
– –
NEO icon
2290
NeoGenomics
NEO
$2.04B
$13.2K ﹤0.01%
1,715
-100
-6% -$700
RWK icon
2291
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.32B
$13.2K ﹤0.01%
+105
New +$12.9K
PPTA
2292
Perpetua Resources
PPTA
$2.37B
$13.2K ﹤0.01%
+650
New +$11K
DGII icon
2293
Digi International
DGII
$2.57B
$13.1K ﹤0.01%
360
+40
+13% +$1.38K
IAGG icon
2294
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$13.1K ﹤0.01%
+256
New +$13.1K
AMC icon
2295
AMC Entertainment Holdings
AMC
$2.47B
$13K ﹤0.01%
4,473
-106
-2% -$315
CLDX icon
2296
Celldex Therapeutics
CLDX
$3.02B
$12.9K ﹤0.01%
500
– –
HQH
2297
abrdn Healthcare Investors
HQH
$1.26B
$12.9K ﹤0.01%
700
– –
ESAB icon
2298
ESAB
ESAB
$5.32B
$12.8K ﹤0.01%
115
-4
-3% -$476
ESGG icon
2299
FlexShares STOXX Global ESG Select Index Fund
ESGG
$111M
$12.8K ﹤0.01%
65
– –
SAA icon
2300
ProShares Ulta SmallCap600
SAA
$29.2M
$12.8K ﹤0.01%
500
– –
90 91
92
93 94

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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.