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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
BV icon
2426
BrightView Holdings
BV
$1.23B
$8.87K ﹤0.01%
662
– –
URBN icon
2427
Urban Outfitters
URBN
$6.49B
$8.79K ﹤0.01%
123
+14
+13% +$1.03K
CWAN
2428
DELISTED
Clearwater Analytics
CWAN
$8.74K ﹤0.01%
485
– –
COLL icon
2429
Collegium Pharmaceutical
COLL
$1.17B
$8.71K ﹤0.01%
249
-46
-16% -$1.6K
ARKB icon
2430
ARK 21Shares Bitcoin ETF
ARKB
$2.47B
$8.67K ﹤0.01%
228
– –
FENY icon
2431
Fidelity MSCI Energy Index ETF
FENY
$1.99B
$8.66K ﹤0.01%
351
+262
+294% +$6.34K
EPOL icon
2432
iShares MSCI Poland ETF
EPOL
$699M
$8.63K ﹤0.01%
+268
New +$8.72K
HL icon
2433
Hecla Mining
HL
$10B
$8.63K ﹤0.01%
+713
New +$5.73K
BSTZ icon
2434
BlackRock Science and Technology Term Trust
BSTZ
$1.92B
$8.61K ﹤0.01%
389
+12
+3% +$258
IBRX icon
2435
ImmunityBio
IBRX
$7.8B
$8.61K ﹤0.01%
3,500
-2,500
-42% -$6.44K
SARK icon
2436
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$43.6M
$8.61K ﹤0.01%
300
– –
HLIO icon
2437
Helios Technologies
HLIO
$2.57B
$8.6K ﹤0.01%
165
-5
-3% -$233
PDYN icon
2438
Palladyne AI
PDYN
$245M
$8.59K ﹤0.01%
1,000
-1,000
-50% -$8.3K
LCII icon
2439
LCI Industries
LCII
$2.5B
$8.57K ﹤0.01%
92
– –
PKX icon
2440
POSCO
PKX
$16.5B
$8.56K ﹤0.01%
174
– –
CPA icon
2441
Copa Holdings
CPA
$5.8B
$8.55K ﹤0.01%
72
+42
+140% +$4.81K
FRDM icon
2442
Freedom 100 Emerging Markets ETF
FRDM
$3.25B
$8.55K ﹤0.01%
193
– –
APLS
2443
DELISTED
Apellis Pharmaceuticals
APLS
$8.53K ﹤0.01%
377
-3,127
-89% -$72.9K
PRCT icon
2444
Procept Biorobotics
PRCT
$1.02B
$8.53K ﹤0.01%
239
– –
APLD icon
2445
Applied Digital
APLD
$8.05B
$8.46K ﹤0.01%
369
-8,605
-96% -$127K
SHG icon
2446
Shinhan Financial Group
SHG
$34B
$8.46K ﹤0.01%
168
– –
NHI icon
2447
National Health Investors
NHI
$3.69B
$8.43K ﹤0.01%
106
– –
PRLB icon
2448
Protolabs
PRLB
$1.79B
$8.4K ﹤0.01%
168
– –
EUO icon
2449
ProShares UltraShort Euro
EUO
$34.7M
$8.4K ﹤0.01%
300
– –
VIVK
2450
Vivakor
VIVK
$1.35M
$8.4K ﹤0.01%
5
– –
96 97
98
99 100

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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.