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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
CGMM
1901
Capital Group U.S. Small and Mid Cap ETF
CGMM
$3.11B
$38.5K ﹤0.01%
+1,356
New +$37.8K
LIVN icon
1902
LivaNova
LIVN
$4.4B
$38.4K ﹤0.01%
734
-10
-1% -$503
SPHY icon
1903
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.5B
$38.4K ﹤0.01%
1,602
-484
-23% -$11.5K
ETY icon
1904
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.29B
$38.3K ﹤0.01%
2,412
– –
ISTB icon
1905
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.11B
$38.3K ﹤0.01%
784
+5
+0.6% +$243
FDMO icon
1906
Fidelity Momentum Factor ETF
FDMO
$921M
$38.3K ﹤0.01%
460
– –
LION icon
1907
Lionsgate Studios
LION
$3.95B
$38.2K ﹤0.01%
+5,533
New +$35.6K
JHEM icon
1908
John Hancock Multifactor Emerging Markets ETF
JHEM
$987M
$38.1K ﹤0.01%
1,205
– –
DFAT icon
1909
Dimensional US Targeted Value ETF
DFAT
$14.6B
$38.1K ﹤0.01%
655
+243
+59% +$13.8K
NBOS icon
1910
Neuberger Option Strategy ETF
NBOS
$470M
$37.7K ﹤0.01%
1,405
+1,404
+140,400% +$37.1K
CRUS icon
1911
Cirrus Logic
CRUS
$6.53B
$37.7K ﹤0.01%
301
– –
MDYV icon
1912
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.76B
$37.7K ﹤0.01%
452
– –
PLOW icon
1913
Douglas Dynamics
PLOW
$1.02B
$37.6K ﹤0.01%
1,204
+839
+230% +$26.3K
TERN
1914
DELISTED
Terns Pharmaceuticals
TERN
$37.5K ﹤0.01%
5,000
– –
GDV icon
1915
Gabelli Dividend & Income Trust
GDV
$2.6B
$37.5K ﹤0.01%
+1,383
New +$36.9K
SPSC icon
1916
SPS Commerce
SPSC
$2.69B
$37.5K ﹤0.01%
360
– –
HEFA icon
1917
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.5B
$37.4K ﹤0.01%
945
-2,992
-76% -$115K
MSGS icon
1918
Madison Square Garden
MSGS
$9.48B
$37.2K ﹤0.01%
164
– –
SUSB icon
1919
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$37.2K ﹤0.01%
1,470
– –
GAP
1920
The Gap Inc
GAP
$7.23B
$37.1K ﹤0.01%
1,733
+875
+102% +$18.9K
SEIC icon
1921
SEI Investments
SEIC
$12.4B
$36.9K ﹤0.01%
435
+339
+353% +$30.1K
CPK icon
1922
Chesapeake Utilities
CPK
$3.19B
$36.9K ﹤0.01%
274
+109
+66% +$13.5K
DTH icon
1923
WisdomTree International High Dividend Fund
DTH
$653M
$36.9K ﹤0.01%
+750
New +$36.1K
CTO
1924
CTO Realty Growth
CTO
$824M
$36.9K ﹤0.01%
+2,261
New +$38.2K
PFS icon
1925
Provident Financial Services
PFS
$3.22B
$36.8K ﹤0.01%
1,910
– –
75 76
77
78 79

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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.