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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
GTY
1726
Getty Realty Corp
GTY
$2.11B
$57.9K ﹤0.01%
+2,160
New +$60.2K
CGMU icon
1727
Capital Group Municipal Income ETF
CGMU
$6.36B
$57.9K ﹤0.01%
+2,120
New +$57K
NMFC icon
1728
New Mountain Finance
NMFC
$651M
$57.8K ﹤0.01%
6,000
-1,235
-17% -$12.8K
NLY icon
1729
Annaly Capital Management
NLY
$17.1B
$57.8K ﹤0.01%
2,859
+552
+24% +$11.4K
EMBJ
1730
Embraer S.A. ADS
EMBJ
$12.2B
$57.7K ﹤0.01%
955
+560
+142% +$31.6K
TRIP icon
1731
TripAdvisor
TRIP
$1.65B
$57.7K ﹤0.01%
+3,546
New +$61.9K
AFRM icon
1732
Affirm
AFRM
$23.9B
$57.6K ﹤0.01%
788
-226
-22% -$17.2K
ADPT icon
1733
Adaptive Biotechnologies
ADPT
$3.59B
$57.5K ﹤0.01%
3,845
– –
GOF icon
1734
Guggenheim Strategic Opportunities Fund
GOF
$2.23B
$57.3K ﹤0.01%
3,826
– –
AWR icon
1735
American States Water
AWR
$3.36B
$57.1K ﹤0.01%
779
-21
-3% -$1.56K
DSGX icon
1736
Descartes Systems
DSGX
$6.44B
$57K ﹤0.01%
605
-1,366
-69% -$140K
EOSE icon
1737
Eos Energy Enterprises
EOSE
$1.22B
$57K ﹤0.01%
5,000
-6,850
-58% -$46.9K
OMCL icon
1738
Omnicell
OMCL
$1.61B
$56.9K ﹤0.01%
1,870
– –
CNA icon
1739
CNA Financial
CNA
$14.2B
$56.8K ﹤0.01%
1,223
+719
+143% +$33.4K
SPSB icon
1740
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$56.6K ﹤0.01%
1,869
+19
+1% +$573
NTB icon
1741
Bank of N.T. Butterfield & Son
NTB
$2.43B
$56.1K ﹤0.01%
+1,308
New +$59K
PSI icon
1742
Invesco Semiconductors ETF
PSI
$2.29B
$55.9K ﹤0.01%
795
– –
THO icon
1743
Thor Industries
THO
$3.9B
$55.8K ﹤0.01%
538
+244
+83% +$24.6K
HR icon
1744
Healthcare Realty
HR
$7.28B
$55.5K ﹤0.01%
3,081
+2,997
+3,568% +$50.7K
NUKZ icon
1745
Range Nuclear Renaissance Index ETF
NUKZ
$767M
$55.5K ﹤0.01%
854
+473
+124% +$28.3K
SRAD icon
1746
Sportradar
SRAD
$4.3B
$55.4K ﹤0.01%
2,061
– –
IBP icon
1747
Installed Building Products
IBP
$6.01B
$55.3K ﹤0.01%
224
+1
+0.4% +$237
ALDX icon
1748
Aldeyra Therapeutics
ALDX
$92.9M
$54.8K ﹤0.01%
+10,505
New +$54.8K
BOKF icon
1749
BOK Financial
BOKF
$8.58B
$54.7K ﹤0.01%
+491
New +$52.5K
EGP icon
1750
EastGroup Properties
EGP
$11.2B
$54.7K ﹤0.01%
323
+3
+0.9% +$498
68 69
70
71 72

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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.