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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
THQ
2201
abrdn Healthcare Opportunities Fund
THQ
$779M
$17.3K ﹤0.01%
1,000
-1
-0.1% -$17
EXI icon
2202
iShares Global Industrials ETF
EXI
$1.41B
$17.3K ﹤0.01%
100
– –
IPAY icon
2203
Amplify Mobile Payments ETF
IPAY
$169M
$17.1K ﹤0.01%
300
-102
-25% -$6.02K
FLBL icon
2204
Franklin Senior Loan ETF
FLBL
$852M
$17K ﹤0.01%
707
+14
+2% +$338
MLGO
2205
MicroAlgo
MLGO
$44.6M
$17K ﹤0.01%
1,856
-1
-0.1% -$12
LAC
2206
Lithium Americas
LAC
$1B
$17K ﹤0.01%
2,970
-2,082
-41% -$6.58K
STNE icon
2207
StoneCo
STNE
$2.71B
$16.9K ﹤0.01%
893
+223
+33% +$3.54K
GPGI
2208
GPGI Inc
GPGI
$3.81B
$16.8K ﹤0.01%
807
-146
-15% -$2.53K
TSQ icon
2209
Townsquare Media
TSQ
$106M
$16.8K ﹤0.01%
2,500
– –
EMLP icon
2210
First Trust North American Energy Infrastructure Fund
EMLP
$4.1B
$16.6K ﹤0.01%
+435
New +$16.4K
METC icon
2211
Ramaco Resources Class A
METC
$605M
$16.6K ﹤0.01%
+500
New +$11.6K
TGLS icon
2212
Tecnoglass
TGLS
$1.93B
$16.6K ﹤0.01%
248
+34
+16% +$2.51K
MFA
2213
MFA Financial
MFA
$916M
$16.5K ﹤0.01%
+1,800
New +$17.4K
ARKX icon
2214
ARK Space & Defense Innovation ETF
ARKX
$788M
$16.5K ﹤0.01%
577
+80
+16% +$2.1K
ECAT icon
2215
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.49B
$16.4K ﹤0.01%
1,000
– –
XHR
2216
Xenia Hotels & Resorts
XHR
$1.88B
$16.4K ﹤0.01%
1,194
-2,042
-63% -$27.7K
AIV
2217
Aimco
AIV
$384M
$16.3K ﹤0.01%
2,058
+662
+47% +$5.38K
IYM icon
2218
iShares US Basic Materials ETF
IYM
$1.12B
$16.3K ﹤0.01%
110
+27
+33% +$3.94K
NATL icon
2219
NCR Atleos
NATL
$3.44B
$16.3K ﹤0.01%
414
+249
+151% +$8.67K
HMOP icon
2220
Hartford Municipal Opportunities ETF
HMOP
$776M
$16.2K ﹤0.01%
+416
New +$16K
ABEV icon
2221
Ambev
ABEV
$47.9B
$16.2K ﹤0.01%
7,250
– –
GFS icon
2222
GlobalFoundries
GFS
$27.9B
$16.1K ﹤0.01%
450
-200
-31% -$7.13K
ALM
2223
Almonty Industries
ALM
$3.24B
$16.1K ﹤0.01%
+2,666
New +$12.1K
CFLT
2224
DELISTED
Confluent
CFLT
$16.1K ﹤0.01%
811
-70
-8% -$1.46K
RVT icon
2225
Royce Value Trust
RVT
$2.2B
$16K ﹤0.01%
994
+587
+144% +$9.22K
87 88
89
90 91

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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.