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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
MEDP icon
1376
Medpace
MEDP
$16.1B
$129K ﹤0.01%
250
+1
+0.4% +$437
BXP icon
1377
Boston Properties
BXP
$11.2B
$128K ﹤0.01%
1,724
+894
+108% +$63.1K
SNEX icon
1378
StoneX
SNEX
$9.26B
$128K ﹤0.01%
+2,855
New +$121K
ATEC icon
1379
Alphatec Holdings
ATEC
$1.46B
$128K ﹤0.01%
8,804
-3,700
-30% -$51.5K
TDTT icon
1380
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.54B
$128K ﹤0.01%
5,251
– –
CHRW icon
1381
C.H. Robinson
CHRW
$17.4B
$128K ﹤0.01%
964
+389
+68% +$45.6K
TFLO icon
1382
iShares Treasury Floating Rate Bond ETF
TFLO
$6.54B
$128K ﹤0.01%
2,522
-1,154
-31% -$58.3K
FNF icon
1383
Fidelity National Financial
FNF
$13.9B
$127K ﹤0.01%
2,107
+1,367
+185% +$79.4K
NVTS icon
1384
Navitas Semiconductor
NVTS
$2.84B
$127K ﹤0.01%
17,598
+7,500
+74% +$50.2K
HEI.A icon
1385
HEICO Corp Class A
HEI.A
$36B
$127K ﹤0.01%
500
+100
+25% +$25K
AMTM
1386
Amentum Holdings
AMTM
$5.42B
$127K ﹤0.01%
5,300
+2,061
+64% +$50.2K
DFE icon
1387
WisdomTree Europe SmallCap Dividend Fund
DFE
$166M
$127K ﹤0.01%
1,800
– –
PFFD icon
1388
Global X US Preferred ETF
PFFD
$2.15B
$126K ﹤0.01%
6,510
-3,712
-36% -$71.7K
ADMA icon
1389
ADMA Biologics
ADMA
$1.96B
$126K ﹤0.01%
8,607
-158
-2% -$2.71K
JPST icon
1390
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$126K ﹤0.01%
2,478
+540
+28% +$27.3K
TCBI icon
1391
Texas Capital Bancshares
TCBI
$4.3B
$125K ﹤0.01%
1,484
+684
+86% +$58.5K
CRDO icon
1392
Credo Technology Group
CRDO
$38.6B
$125K ﹤0.01%
861
+111
+15% +$13.6K
MAA icon
1393
Mid-America Apartment Communities
MAA
$15.4B
$125K ﹤0.01%
897
+697
+349% +$101K
LECO icon
1394
Lincoln Electric
LECO
$14.2B
$125K ﹤0.01%
530
+117
+28% +$27.4K
HST icon
1395
Host Hotels & Resorts
HST
$17.2B
$125K ﹤0.01%
7,317
+5,358
+274% +$88.9K
ALG icon
1396
Alamo Group
ALG
$1.94B
$124K ﹤0.01%
650
– –
CVSA
1397
Covista Inc
CVSA
$4.25B
$124K ﹤0.01%
800
-118
-13% -$15.1K
IHF icon
1398
iShares US Healthcare Providers ETF
IHF
$1.21B
$123K ﹤0.01%
2,500
-25
-1% -$1.14K
MGTX icon
1399
MeiraGTx Holdings
MGTX
$1.09B
$123K ﹤0.01%
15,000
– –
POOL icon
1400
Pool Corp
POOL
$6.75B
$123K ﹤0.01%
398
+119
+43% +$37.3K
54 55
56
57 58

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CWM
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VRS
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FAF
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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.