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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
KEYS icon
251
Keysight
KEYS
$55B
$27.7M 0.05%
158,100
-3,247
-2% -$541K
KNTK icon
252
Kinetik
KNTK
$3.64B
$27.5M 0.05%
643,338
+213,694
+50% +$9.03M
SHW icon
253
Sherwin-Williams
SHW
$86B
$27.1M 0.05%
78,295
-188,266
-71% -$66.4M
GD icon
254
General Dynamics
GD
$103B
$26.5M 0.05%
77,654
+797
+1% +$251K
FANG icon
255
Diamondback Energy
FANG
$55.9B
$26.1M 0.04%
182,138
-3,319
-2% -$472K
HON icon
256
Honeywell
HON
$78.2B
$25.4M 0.04%
128,062
-4,765
-4% -$995K
TXO icon
257
TXO Partners LP
TXO
$728M
$25.4M 0.04%
1,807,967
+52,903
+3% +$765K
VVV icon
258
Valvoline
VVV
$4.95B
$25.4M 0.04%
707,363
-13,110
-2% -$500K
MCO icon
259
Moody's
MCO
$83.7B
$24.2M 0.04%
50,731
-125
-0.2% -$63K
RVTY icon
260
Revvity
RVTY
$12.9B
$23.9M 0.04%
273,207
-6,473
-2% -$588K
DPZ icon
261
Domino's
DPZ
$12.1B
$23.6M 0.04%
54,718
-1,270
-2% -$577K
SUB icon
262
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$23.6M 0.04%
221,047
-112,216
-34% -$12M
VCSH icon
263
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.6B
$23.5M 0.04%
293,883
-3,270
-1% -$260K
ZWS icon
264
Zurn Elkay Water Solutions
ZWS
$8.49B
$23.2M 0.04%
494,162
-10,770
-2% -$465K
RRX icon
265
Regal Rexnord
RRX
$14.1B
$22.7M 0.04%
158,317
-2,704
-2% -$399K
WCC
266
WESCO International
WCC
$17.6B
$22.6M 0.04%
106,998
-2,195
-2% -$461K
MBB icon
267
iShares MBS ETF
MBB
$38.8B
$22.5M 0.04%
236,774
+58,265
+33% +$5.47M
IR icon
268
Ingersoll Rand
IR
$34.4B
$22.4M 0.04%
270,517
-6,566
-2% -$538K
PINS icon
269
Pinterest
PINS
$13.5B
$22.1M 0.04%
686,566
-12,882
-2% -$467K
ENB icon
270
Enbridge
ENB
$118B
$21.9M 0.04%
434,540
-2,639
-0.6% -$124K
SBUX icon
271
Starbucks
SBUX
$118B
$21.8M 0.04%
257,960
-9,235
-3% -$827K
EPI icon
272
WisdomTree India Earnings Fund ETF
EPI
$2.04B
$21.7M 0.04%
490,973
– –
WFC icon
273
Wells Fargo
WFC
$266B
$21.5M 0.04%
256,567
+15,744
+7% +$1.28M
EQNR icon
274
Equinor
EQNR
$94.8B
$21.4M 0.04%
877,191
+38,474
+5% +$965K
BDX icon
275
Becton Dickinson
BDX
$46.9B
$21M 0.04%
111,993
+3,201
+3% +$595K
9 10
11
12 13

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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.