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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
BZ icon
2451
Kanzhun
BZ
$7.33B
$8.39K ﹤0.01%
359
– –
CRON
2452
Cronos Group
CRON
$1.08B
$8.34K ﹤0.01%
3,000
+1,000
+50% +$2.35K
STEM icon
2453
Stem
STEM
$47.5M
$8.34K ﹤0.01%
476
– –
MHD icon
2454
BlackRock MuniHoldings Fund
MHD
$602M
$8.22K ﹤0.01%
700
– –
WIT icon
2455
Wipro
WIT
$19.3B
$8.22K ﹤0.01%
3,126
– –
UTI icon
2456
Universal Technical Institute
UTI
$2.21B
$8.2K ﹤0.01%
+252
New +$7.41K
DPRO
2457
Draganfly
DPRO
$153M
$8.14K ﹤0.01%
1,000
– –
RXO icon
2458
RXO
RXO
$3.39B
$8.14K ﹤0.01%
529
– –
LUNG icon
2459
Pulmonx
LUNG
$68M
$8.1K ﹤0.01%
5,000
– –
REMX icon
2460
VanEck Rare Earth/Strategic Metals ETF
REMX
$1.96B
$8.1K ﹤0.01%
123
-67
-35% -$3.71K
TDW icon
2461
Tidewater
TDW
$3.65B
$8.05K ﹤0.01%
151
– –
ZIMV
2462
DELISTED
ZimVie
ZIMV
$8.05K ﹤0.01%
425
-85
-17% -$1.44K
IYR icon
2463
iShares US Real Estate ETF
IYR
$4.69B
$8.03K ﹤0.01%
83
+1
+1% +$96
PCF
2464
High Income Securities Fund
PCF
$99.2M
$8.02K ﹤0.01%
1,263
– –
INFA
2465
DELISTED
Informatica
INFA
$7.97K ﹤0.01%
321
– –
PSN icon
2466
Parsons
PSN
$4.61B
$7.88K ﹤0.01%
95
+24
+34% +$1.86K
GOLF icon
2467
Acushnet Holdings
GOLF
$5.88B
$7.85K ﹤0.01%
100
– –
FSTA icon
2468
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.42B
$7.85K ﹤0.01%
+157
New +$8.03K
VERX icon
2469
Vertex
VERX
$2.04B
$7.81K ﹤0.01%
315
-17
-5% -$492
OIH icon
2470
VanEck Oil Services ETF
OIH
$2.01B
$7.8K ﹤0.01%
30
– –
ACIW icon
2471
ACI Worldwide
ACIW
$5.86B
$7.65K ﹤0.01%
145
+110
+314% +$5.2K
SIL icon
2472
Global X Silver Miners ETF NEW
SIL
$4.11B
$7.59K ﹤0.01%
106
+15
+16% +$841
VPC icon
2473
Virtus Private Credit Strategy ETF
VPC
$30.2M
$7.56K ﹤0.01%
+400
New +$8.17K
AVA icon
2474
Avista
AVA
$3.39B
$7.56K ﹤0.01%
200
– –
IVR icon
2475
Invesco Mortgage Capital
IVR
$759M
$7.56K ﹤0.01%
1,000
– –
97 98
99
100 101

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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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PPFA
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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.