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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
EVV
2151
Eaton Vance Limited Duration Income Fund
EVV
$1.06B
$20.3K ﹤0.01%
2,000
– –
SCYB icon
2152
Schwab High Yield Bond ETF
SCYB
$2.72B
$20.3K ﹤0.01%
+758
New +$20.1K
SW
2153
Smurfit Westrock
SW
$24.1B
$20.1K ﹤0.01%
473
-41
-8% -$1.86K
CDC icon
2154
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$739M
$20K ﹤0.01%
300
– –
SPTS icon
2155
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$20K ﹤0.01%
682
+109
+19% +$3.19K
LVHD icon
2156
Franklin US Low Volatility High Dividend Index ETF
LVHD
$629M
$19.9K ﹤0.01%
482
-729
-60% -$29.7K
DBMF icon
2157
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.99B
$19.9K ﹤0.01%
729
-1,892
-72% -$49.5K
SPYD icon
2158
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.63B
$19.8K ﹤0.01%
450
-678
-60% -$29.7K
RWJ icon
2159
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.05B
$19.8K ﹤0.01%
+409
New +$19K
TU icon
2160
Telus
TU
$14.6B
$19.7K ﹤0.01%
1,250
– –
VIPS icon
2161
Vipshop
VIPS
$7.32B
$19.6K ﹤0.01%
1,000
-115
-10% -$1.91K
TCPC icon
2162
BlackRock TCP Capital
TCPC
$269M
$19.6K ﹤0.01%
3,160
– –
GLIBA
2163
Liberty Capital Corp Series A GCI Group Common Stock
GLIBA
$937M
$19.5K ﹤0.01%
+519
New +$18.4K
BKGI icon
2164
BNY Mellon Global Infrastructure Income ETF
BKGI
$1.2B
$19.5K ﹤0.01%
+500
New +$19.3K
HBNC icon
2165
Horizon Bancorp
HBNC
$1.05B
$19.5K ﹤0.01%
1,215
– –
BGT icon
2166
BlackRock Floating Rate Income Trust
BGT
$322M
$19.4K ﹤0.01%
1,600
– –
DKL icon
2167
Delek Logistics
DKL
$3.2B
$19.4K ﹤0.01%
425
– –
AMPH icon
2168
Amphastar Pharmaceuticals
AMPH
$877M
$19.2K ﹤0.01%
721
– –
ALCO icon
2169
Alico
ALCO
$280M
$19.1K ﹤0.01%
550
– –
TR icon
2170
Tootsie Roll Industries
TR
$2.94B
$19K ﹤0.01%
+467
New +$17.7K
PAX icon
2171
Patria Investments
PAX
$1.72B
$19K ﹤0.01%
1,300
– –
CION icon
2172
CION Investment
CION
$294M
$19K ﹤0.01%
+2,000
New +$20.2K
KRP icon
2173
Kimbell Royalty Partners
KRP
$1.47B
$18.9K ﹤0.01%
1,400
-66,399
-98% -$933K
UWMC icon
2174
UWM Holdings
UWMC
$614M
$18.9K ﹤0.01%
3,101
– –
IBLC icon
2175
iShares Blockchain and Tech ETF
IBLC
$79.6M
$18.8K ﹤0.01%
340
– –
85 86
87
88 89

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CWM
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VRS
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FAF
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BGIM
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CIM
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PPFA
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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.