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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
ELME
1926
Elme Communities
ELME
$143M
$36.6K ﹤0.01%
2,172
+14
+0.6% +$232
NNN icon
1927
NNN REIT
NNN
$9.04B
$36.5K ﹤0.01%
857
-279
-25% -$11.8K
DAC icon
1928
Danaos Corp
DAC
$2.58B
$36.5K ﹤0.01%
406
+28
+7% +$2.58K
SLYV icon
1929
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.89B
$36.4K ﹤0.01%
411
– –
FMS icon
1930
Fresenius Medical Care
FMS
$13.8B
$36.3K ﹤0.01%
1,380
+1,103
+398% +$28.4K
ARE icon
1931
Alexandria Real Estate Equities
ARE
$8.97B
$36.3K ﹤0.01%
436
+228
+110% +$18.3K
CEFZ
1932
RiverNorth Active Income ETF
CEFZ
$39.2M
$36.3K ﹤0.01%
+4,431
New +$36K
SPIP icon
1933
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$36.2K ﹤0.01%
1,375
+563
+69% +$14.7K
BMAR icon
1934
Innovator US Equity Buffer ETF March
BMAR
$251M
$36.1K ﹤0.01%
+700
New +$35.2K
SMPL icon
1935
Simply Good Foods
SMPL
$901M
$36.1K ﹤0.01%
1,454
+414
+40% +$12.2K
MRC
1936
DELISTED
MRC Global
MRC
$36K ﹤0.01%
+2,500
New +$35.6K
EBC icon
1937
Eastern Bankshares
EBC
$5.26B
$36K ﹤0.01%
1,983
– –
IEF icon
1938
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$36K ﹤0.01%
373
+56
+18% +$5.35K
CALF icon
1939
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.68B
$35.8K ﹤0.01%
818
+753
+1,158% +$31.8K
CSHI icon
1940
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.52B
$35.8K ﹤0.01%
720
– –
GFI icon
1941
Gold Fields
GFI
$29B
$35.8K ﹤0.01%
853
+273
+47% +$8.47K
IGOV icon
1942
iShares International Treasury Bond ETF
IGOV
$1.53B
$35.7K ﹤0.01%
839
– –
CHH icon
1943
Choice Hotels
CHH
$5.07B
$35.6K ﹤0.01%
333
+67
+25% +$8.18K
MZTI
1944
The Marzetti Company
MZTI
$2.93B
$35.6K ﹤0.01%
206
-25
-11% -$4.48K
UFPT icon
1945
UFP Technologies
UFPT
$1.97B
$35.5K ﹤0.01%
178
+24
+16% +$5.28K
SOUN icon
1946
SoundHound AI
SOUN
$2.67B
$35.5K ﹤0.01%
2,207
+235
+12% +$3.12K
AWI icon
1947
Armstrong World Industries
AWI
$7.38B
$35.1K ﹤0.01%
179
+145
+426% +$27K
EGY icon
1948
Vaalco Energy
EGY
$570M
$35K ﹤0.01%
8,700
– –
TRIN icon
1949
Trinity Capital Inc.
TRIN
$1.58B
$34.9K ﹤0.01%
2,253
– –
CIBR icon
1950
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.4B
$34.8K ﹤0.01%
458
+8
+2% +$591
76 77
78
79 80

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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.