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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
PBH icon
1651
Prestige Consumer Healthcare
PBH
$2.38B
$68.6K ﹤0.01%
1,100
+647
+143% +$45K
MHO icon
1652
M/I Homes
MHO
$3.74B
$68.6K ﹤0.01%
475
+166
+54% +$22.5K
TBPH icon
1653
Theravance Biopharma
TBPH
$874M
$68.4K ﹤0.01%
4,685
+4,662
+20,270% +$58.9K
LNTH icon
1654
Lantheus
LNTH
$6.49B
$68.3K ﹤0.01%
1,331
-10
-0.7% -$625
PRSU
1655
Pursuit Attractions and Hospitality Inc
PRSU
$1.39B
$68.2K ﹤0.01%
1,884
+1,659
+737% +$56.1K
NTGR icon
1656
NETGEAR
NTGR
$648M
$68.1K ﹤0.01%
2,104
+156
+8% +$4.26K
JLL icon
1657
Jones Lang LaSalle
JLL
$16.3B
$68K ﹤0.01%
228
+1
+0.4% +$286
OXY.WS icon
1658
Occidental Petroleum Corp Warrants
OXY.WS
$33B
$67.6K ﹤0.01%
2,632
-6
-0.2% -$140
FTSM icon
1659
First Trust Enhanced Short Maturity ETF
FTSM
$6.49B
$67.4K ﹤0.01%
+1,125
New +$67.5K
VIOO icon
1660
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.15B
$67.1K ﹤0.01%
607
– –
TIGO icon
1661
Millicom
TIGO
$16B
$67K ﹤0.01%
1,381
+1,000
+262% +$43.9K
CHWY icon
1662
Chewy
CHWY
$9.25B
$67K ﹤0.01%
1,656
-359
-18% -$13.8K
GKAT
1663
Scharf Global Opportunity ETF
GKAT
$163M
$66.8K ﹤0.01%
+1,674
New +$65.6K
OKTA icon
1664
Okta
OKTA
$24.7B
$66.7K ﹤0.01%
727
+575
+378% +$53.7K
L icon
1665
Loews
L
$23.9B
$66.6K ﹤0.01%
663
-224
-25% -$21.2K
GRBK icon
1666
Green Brick Partners
GRBK
$3.04B
$66.5K ﹤0.01%
901
– –
FQAL icon
1667
Fidelity Quality Factor ETF
FQAL
$1.41B
$66.5K ﹤0.01%
890
+168
+23% +$12.1K
BSY icon
1668
Bentley Systems
BSY
$10.8B
$66.4K ﹤0.01%
1,289
-1,615
-56% -$88.5K
FCPT icon
1669
Four Corners Property Trust
FCPT
$2.81B
$66.3K ﹤0.01%
2,718
+1,570
+137% +$40.5K
FXL icon
1670
First Trust Technology AlphaDEX Fund
FXL
$2.53B
$65.3K ﹤0.01%
389
– –
STAA icon
1671
STAAR Surgical
STAA
$1.21B
$65.2K ﹤0.01%
2,426
– –
COOP
1672
DELISTED
Mr. Cooper
COOP
$65.1K ﹤0.01%
309
+211
+215% +$38.8K
WSBC icon
1673
WesBanco
WSBC
$3.97B
$64.6K ﹤0.01%
2,024
+1,744
+623% +$55.6K
GLOB icon
1674
Globant
GLOB
$1.58B
$64.6K ﹤0.01%
1,125
+511
+83% +$37.6K
DVAX
1675
DELISTED
Dynavax Technologies
DVAX
$64.5K ﹤0.01%
6,500
– –
65 66
67
68 69

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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.