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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
BDSX icon
2351
Biodesix
BDSX
$221M
$11.1K ﹤0.01%
1,466
-1
-0.1% -$8
HLNE icon
2352
Hamilton Lane
HLNE
$3.89B
$11.1K ﹤0.01%
82
+52
+173% +$7.84K
EPS icon
2353
WisdomTree US LargeCap Fund
EPS
$1.58B
$11K ﹤0.01%
160
– –
AG icon
2354
First Majestic Silver
AG
$7.75B
$11K ﹤0.01%
897
-1,801
-67% -$16.7K
SA
2355
Seabridge Gold
SA
$2.89B
$11K ﹤0.01%
+456
New +$7.89K
IBDT icon
2356
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$10.9K ﹤0.01%
426
+5
+1% +$127
SYNA icon
2357
Synaptics
SYNA
$4.25B
$10.9K ﹤0.01%
159
-115
-42% -$7.82K
MGA icon
2358
Magna International
MGA
$19B
$10.8K ﹤0.01%
229
+46
+25% +$2.03K
BTO
2359
John Hancock Financial Opportunities Fund
BTO
$806M
$10.8K ﹤0.01%
300
– –
OPEN icon
2360
Opendoor
OPEN
$3.69B
$10.8K ﹤0.01%
1,398
+930
+199% +$3.77K
NXP icon
2361
Nuveen Select Tax-Free Income Portfolio
NXP
$896M
$10.7K ﹤0.01%
+741
New +$10.4K
MTZ icon
2362
MasTec
MTZ
$25.6B
$10.6K ﹤0.01%
50
-1,171
-96% -$214K
BOOT icon
2363
Boot Barn
BOOT
$4.68B
$10.6K ﹤0.01%
+64
New +$11K
DRVN icon
2364
Driven Brands
DRVN
$2.37B
$10.6K ﹤0.01%
658
-125
-16% -$2.18K
SCHO icon
2365
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$10.5K ﹤0.01%
432
+427
+8,540% +$10.4K
VMO icon
2366
Invesco Municipal Opportunity Trust
VMO
$654M
$10.5K ﹤0.01%
1,088
– –
SCHJ icon
2367
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$849M
$10.4K ﹤0.01%
419
+5
+1% +$124
SIMO icon
2368
Silicon Motion
SIMO
$8.65B
$10.4K ﹤0.01%
110
-13
-11% -$1.03K
UMC icon
2369
United Microelectronic
UMC
$47.5B
$10.4K ﹤0.01%
1,372
-652
-32% -$4.63K
RFG icon
2370
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$339M
$10.3K ﹤0.01%
203
– –
ASX icon
2371
ASE Group
ASX
$76.3B
$10.2K ﹤0.01%
924
– –
LUCK
2372
Lucky Strike Entertainment
LUCK
$959M
$10.2K ﹤0.01%
1,000
-12,500
-93% -$126K
VRIG icon
2373
Invesco Variable Rate Investment Grade ETF
VRIG
$1.8B
$10.2K ﹤0.01%
407
– –
QTWO icon
2374
Q2 Holdings
QTWO
$3.7B
$10.2K ﹤0.01%
141
– –
MSOS icon
2375
AdvisorShares Pure US Cannabis ETF
MSOS
$854M
$10.2K ﹤0.01%
2,130
-1,577
-43% -$6.21K
93 94
95
96 97

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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.