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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
MDGL icon
2101
Madrigal Pharmaceuticals
MDGL
$10.7B
$23.4K ﹤0.01%
+51
New +$19K
FOX icon
2102
Fox Class B
FOX
$21.9B
$23.2K ﹤0.01%
405
+42
+12% +$2.22K
NOVT icon
2103
Novanta
NOVT
$5.13B
$23K ﹤0.01%
230
-332
-59% -$39.5K
GVA icon
2104
Granite Construction
GVA
$5.38B
$23K ﹤0.01%
210
– –
LAZ icon
2105
Lazard
LAZ
$4.11B
$22.9K ﹤0.01%
434
+400
+1,176% +$21.6K
FOCL
2106
EDAP TMS S.A.
FOCL
$232M
$22.9K ﹤0.01%
10,000
– –
TEF
2107
DELISTED
Telefonica
TEF
$22.9K ﹤0.01%
4,506
+2,414
+115% +$12.8K
LMAT icon
2108
LeMaitre Vascular
LMAT
$2.32B
$22.8K ﹤0.01%
260
+70
+37% +$6.25K
PDEC icon
2109
Innovator US Equity Power Buffer ETF December
PDEC
$984M
$22.6K ﹤0.01%
+539
New +$22.1K
PRGO icon
2110
Perrigo
PRGO
$1.4B
$22.6K ﹤0.01%
1,015
-4
-0.4% -$98
GDS icon
2111
GDS Holdings
GDS
$6.53B
$22.5K ﹤0.01%
582
+375
+181% +$13.3K
BCX icon
2112
BlackRock Resources & Commodities Strategy Trust
BCX
$913M
$22.5K ﹤0.01%
2,210
+39
+2% +$383
ECC
2113
Eagle Point Credit Company
ECC
$509M
$22.5K ﹤0.01%
3,400
-600
-15% -$4.25K
NAMSW icon
2114
NewAmsterdam Pharma Warrant
NAMSW
$76.9M
$22.4K ﹤0.01%
1,250
-1,750
-58% -$22.5K
RWX icon
2115
State Street SPDR Dow Jones International Real Estate ETF
RWX
$269M
$22.4K ﹤0.01%
+805
New +$22.1K
PINE
2116
Alpine Income Property Trust
PINE
$333M
$22.2K ﹤0.01%
1,570
– –
POWI icon
2117
Power Integrations
POWI
$3.43B
$22.2K ﹤0.01%
552
+4
+0.7% +$193
BBU
2118
DELISTED
Brookfield Business Partners
BBU
$22.2K ﹤0.01%
680
– –
DFIN icon
2119
Donnelley Financial Solutions
DFIN
$1.17B
$22.1K ﹤0.01%
430
+9
+2% +$513
CIEN icon
2120
Ciena
CIEN
$53.9B
$22K ﹤0.01%
151
+9
+6% +$917
CHEF icon
2121
Chefs' Warehouse
CHEF
$4.66B
$22K ﹤0.01%
+377
New +$24K
JBBB icon
2122
Janus Henderson B-BBB CLO ETF
JBBB
$1.4B
$22K ﹤0.01%
+456
New +$22K
GAUZ
2123
Gauzy
GAUZ
$5.43M
$22K ﹤0.01%
3,470
– –
SDVY icon
2124
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.6B
$21.9K ﹤0.01%
576
– –
CRCL
2125
Circle Internet Group
CRCL
$15.4B
$21.9K ﹤0.01%
165
+50
+43% +$7.91K
83 84
85
86 87

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CWM
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VRS
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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.