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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
RDVT icon
2551
Red Violet
RDVT
$964M
$5.22K ﹤0.01%
100
– –
HLMN icon
2552
Hillman Solutions
HLMN
$1.55B
$5.19K ﹤0.01%
565
-561
-50% -$5.07K
WD icon
2553
Walker & Dunlop
WD
$1.68B
$5.16K ﹤0.01%
62
– –
SITM icon
2554
SiTime
SITM
$15.8B
$5.12K ﹤0.01%
17
– –
HOVR icon
2555
New Horizon Aircraft
HOVR
$116M
$5.08K ﹤0.01%
2,000
– –
NSP icon
2556
Insperity
NSP
$2.06B
$5.07K ﹤0.01%
103
– –
BHC icon
2557
Bausch Health
BHC
$2.25B
$5.05K ﹤0.01%
+783
New +$5.35K
HPP
2558
Hudson Pacific Properties
HPP
$766M
$5.01K ﹤0.01%
260
– –
UA icon
2559
Under Armour Class C
UA
$2.85B
$4.99K ﹤0.01%
1,033
-1
-0.1% -$6
WINA icon
2560
Winmark
WINA
$1.19B
$4.98K ﹤0.01%
+10
New +$4.29K
DEM icon
2561
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.9B
$4.97K ﹤0.01%
108
– –
FRPT icon
2562
Freshpet
FRPT
$2.98B
$4.96K ﹤0.01%
90
-3
-3% -$186
IYZ icon
2563
iShares US Telecommunications ETF
IYZ
$1.18B
$4.94K ﹤0.01%
153
– –
SBSW icon
2564
Sibanye-Stillwater
SBSW
$6.43B
$4.93K ﹤0.01%
439
– –
CBZ icon
2565
CBIZ
CBZ
$3B
$4.92K ﹤0.01%
93
– –
JBLU icon
2566
JetBlue
JBLU
$2.29B
$4.92K ﹤0.01%
1,000
– –
XRAY icon
2567
Dentsply Sirona
XRAY
$2.75B
$4.92K ﹤0.01%
388
-270
-41% -$3.92K
DDS icon
2568
Dillards
DDS
$9.41B
$4.92K ﹤0.01%
+8
New +$4.13K
NLOP
2569
Net Lease Office Properties
NLOP
$174M
$4.89K ﹤0.01%
165
-2
-1% -$63
IIPR icon
2570
Innovative Industrial Properties
IIPR
$1.76B
$4.88K ﹤0.01%
91
-23
-20% -$1.25K
ATEX icon
2571
Anterix
ATEX
$1.82B
$4.85K ﹤0.01%
+226
New +$5.07K
NUSC icon
2572
Nuveen ESG Small-Cap ETF
NUSC
$1.28B
$4.82K ﹤0.01%
109
– –
GLP icon
2573
Global Partners
GLP
$1.66B
$4.8K ﹤0.01%
100
– –
EP.PRC icon
2574
El Paso Energy Capital Trust I
EP.PRC
$222M
$4.74K ﹤0.01%
+95
New +$4.67K
TPST icon
2575
Tempest Therapeutics
TPST
$13.8M
$4.73K ﹤0.01%
460
+200
+77% +$1.74K
101 102
103
104 105

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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.