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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
JQC icon
2126
Nuveen Credit Strategies Income Fund
JQC
$704M
$21.9K ﹤0.01%
4,151
-3,910
-49% -$21.3K
PRG icon
2127
PROG Holdings
PRG
$1.73B
$21.8K ﹤0.01%
675
– –
PTY icon
2128
PIMCO Corporate & Income Opportunity Fund
PTY
$2.48B
$21.7K ﹤0.01%
1,500
-1,622
-52% -$22.8K
HE icon
2129
Hawaiian Electric Industries
HE
$2.23B
$21.5K ﹤0.01%
1,948
+7
+0.4% +$80
CHY
2130
Calamos Convertible and High Income Fund
CHY
$1B
$21.4K ﹤0.01%
1,908
+1
+0.1% +$11
EFAA
2131
Invesco MSCI EAFE Income Advantage ETF
EFAA
$619M
$21.3K ﹤0.01%
+403
New +$21K
FPE icon
2132
First Trust Preferred Securities and Income ETF
FPE
$6.33B
$21.3K ﹤0.01%
1,165
-6,700
-85% -$121K
VSGX icon
2133
Vanguard ESG International Stock ETF
VSGX
$6.52B
$21.2K ﹤0.01%
306
+76
+33% +$5.11K
NTSI icon
2134
WisdomTree International Efficient Core Fund
NTSI
$494M
$21.2K ﹤0.01%
495
– –
IVT icon
2135
InvenTrust Properties
IVT
$2.75B
$21.1K ﹤0.01%
736
-2,744
-79% -$77.8K
AKR icon
2136
Acadia Realty Trust
AKR
$3.08B
$21K ﹤0.01%
1,043
-191
-15% -$3.68K
RWAY icon
2137
Runway Growth Finance
RWAY
$230M
$21K ﹤0.01%
2,068
– –
WLKP icon
2138
Westlake Chemical Partners
WLKP
$762M
$21K ﹤0.01%
1,000
– –
IMMX icon
2139
Immix Biopharma
IMMX
$594M
$20.9K ﹤0.01%
+10,000
New +$24K
SCHP icon
2140
Schwab US TIPS ETF
SCHP
$16.3B
$20.9K ﹤0.01%
775
-686
-47% -$18.4K
IMKTA icon
2141
Ingles Markets
IMKTA
$1.71B
$20.9K ﹤0.01%
300
– –
NRP icon
2142
Natural Resource Partners
NRP
$1.3B
$20.8K ﹤0.01%
198
– –
ENPH icon
2143
Enphase Energy
ENPH
$5B
$20.7K ﹤0.01%
586
-146
-20% -$5.42K
SPHD icon
2144
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.35B
$20.7K ﹤0.01%
418
– –
IOT icon
2145
Samsara
IOT
$21.8B
$20.6K ﹤0.01%
552
+52
+10% +$1.93K
BWIN
2146
Baldwin Insurance Group
BWIN
$2.72B
$20.5K ﹤0.01%
728
-55
-7% -$1.91K
HLI icon
2147
Houlihan Lokey
HLI
$8.76B
$20.5K ﹤0.01%
100
+79
+376% +$15.5K
MKSI icon
2148
MKS Inc
MKSI
$20.3B
$20.4K ﹤0.01%
165
+68
+70% +$7.25K
ROAD icon
2149
Construction Partners
ROAD
$5.84B
$20.3K ﹤0.01%
160
-40
-20% -$4.57K
PDEX icon
2150
Pro-Dex
PDEX
$188M
$20.3K ﹤0.01%
600
– –
84 85
86
87 88

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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.