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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
DOC icon
1526
Healthpeak Properties
DOC
$15.1B
$92.9K ﹤0.01%
4,851
-591
-11% -$10.6K
BIO icon
1527
Bio-Rad Laboratories Class A
BIO
$8.71B
$92.8K ﹤0.01%
331
+234
+241% +$63.7K
FLQM icon
1528
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.58B
$92.6K ﹤0.01%
1,640
– –
LLYVA icon
1529
Liberty Live Group Series A
LLYVA
$8.71B
$92.5K ﹤0.01%
981
-82
-8% -$7.22K
INDY icon
1530
iShares S&P India Nifty 50 Index Fund
INDY
$562M
$92.3K ﹤0.01%
1,814
-3,219
-64% -$168K
IAT icon
1531
iShares US Regional Banks ETF
IAT
$674M
$92K ﹤0.01%
1,752
+5
+0.3% +$261
OSBC icon
1532
Old Second Bancorp
OSBC
$1.29B
$92K ﹤0.01%
5,320
– –
NFRA icon
1533
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3B
$91.8K ﹤0.01%
1,459
– –
ILCG icon
1534
iShares Morningstar Growth ETF
ILCG
$3.11B
$91.8K ﹤0.01%
880
– –
FUTU icon
1535
Futu Holdings
FUTU
$14.7B
$91.7K ﹤0.01%
527
+462
+711% +$76.7K
GNL icon
1536
Global Net Lease
GNL
$1.84B
$91.5K ﹤0.01%
11,252
+10,063
+846% +$76.8K
FNCL icon
1537
Fidelity MSCI Financials Index ETF
FNCL
$2.38B
$91.4K ﹤0.01%
1,197
+1,112
+1,308% +$83.8K
AVEM icon
1538
Avantis Emerging Markets Equity ETF
AVEM
$25.4B
$91.3K ﹤0.01%
1,216
+823
+209% +$58.8K
NTNX icon
1539
Nutanix
NTNX
$16B
$91.2K ﹤0.01%
1,226
-1
-0.1% -$73
AIT icon
1540
Applied Industrial Technologies
AIT
$12.8B
$91.1K ﹤0.01%
349
-7
-2% -$1.84K
U icon
1541
Unity
U
$13.8B
$91K ﹤0.01%
2,272
-464
-17% -$17.2K
BUSE icon
1542
First Busey Corp
BUSE
$2.57B
$90.7K ﹤0.01%
3,920
+2,070
+112% +$49.3K
HYGH icon
1543
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$593M
$90.7K ﹤0.01%
1,044
+67
+7% +$5.79K
HIMS icon
1544
Hims & Hers Health
HIMS
$6.43B
$90.4K ﹤0.01%
1,594
-528
-25% -$27.1K
FONR
1545
DELISTED
Fonar
FONR
$90.4K ﹤0.01%
+6,000
New +$93.5K
DJP icon
1546
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$800M
$90.3K ﹤0.01%
2,549
+740
+41% +$25.5K
OLLI icon
1547
Ollie's Bargain Outlet
OLLI
$4.44B
$89.6K ﹤0.01%
698
-294
-30% -$39K
VEGN icon
1548
US Vegan Climate ETF
VEGN
$178M
$89.2K ﹤0.01%
1,500
– –
MQT
1549
DELISTED
BlackRock MuniYield Quality Fund II
MQT
$88.9K ﹤0.01%
8,861
– –
ILCB icon
1550
iShares Morningstar US Equity ETF
ILCB
$1.27B
$88.7K ﹤0.01%
960
-520
-35% -$46.2K
60 61
62
63 64

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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.