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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
BNY
301
Bank of New York Mellon
BNY
$106B
$16.5M 0.03%
151,076
-722
-0.5% -$73.6K
CI icon
302
Cigna
CI
$74.5B
$16.5M 0.03%
57,107
-398
-0.7% -$118K
CMI icon
303
Cummins
CMI
$89.5B
$16.3M 0.03%
38,646
-799
-2% -$306K
VBK icon
304
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.5B
$16.3M 0.03%
54,603
-280
-0.5% -$80.8K
PM icon
305
Philip Morris
PM
$292B
$16.2M 0.03%
100,171
+29,105
+41% +$4.9M
RSG icon
306
Republic Services
RSG
$64.5B
$16M 0.03%
69,799
+321
+0.5% +$75.3K
VIG icon
307
Vanguard Dividend Appreciation ETF
VIG
$112B
$15.1M 0.03%
69,852
+640
+0.9% +$134K
CEG icon
308
Constellation Energy
CEG
$97.7B
$15M 0.03%
45,470
-175,485
-79% -$56.6M
CORZ icon
309
Core Scientific
CORZ
$7.34B
$14.5M 0.02%
809,899
+8
+0% +$117
YUM icon
310
Yum! Brands
YUM
$40.6B
$14.2M 0.02%
93,341
+16
+0% +$2.36K
CMCSA icon
311
Comcast
CMCSA
$87.2B
$14M 0.02%
446,781
-1,250,328
-74% -$41.9M
FND icon
312
Floor & Decor
FND
$6.08B
$13.8M 0.02%
186,829
-3,313
-2% -$272K
MINT icon
313
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$13.6M 0.02%
134,906
-3,795
-3% -$381K
MUB icon
314
iShares National Muni Bond ETF
MUB
$45.2B
$13.4M 0.02%
125,920
-91,863
-42% -$9.61M
SO icon
315
Southern Company
SO
$107B
$13.4M 0.02%
141,179
+1,807
+1% +$169K
NSC icon
316
Norfolk Southern
NSC
$75.6B
$13.1M 0.02%
43,699
+1,509
+4% +$419K
IYW icon
317
iShares US Technology ETF
IYW
$24.1B
$13.1M 0.02%
66,692
-758
-1% -$139K
LAD icon
318
Lithia Motors
LAD
$8.31B
$13M 0.02%
41,081
+543
+1% +$175K
GEHC icon
319
GE HealthCare
GEHC
$31.5B
$12.8M 0.02%
170,243
-6,191
-4% -$462K
BMY icon
320
Bristol-Myers Squibb
BMY
$134B
$12.6M 0.02%
279,227
-5,525
-2% -$258K
IGF icon
321
iShares Global Infrastructure ETF
IGF
$10.9B
$12.6M 0.02%
205,666
+58,321
+40% +$3.5M
PFE icon
322
Pfizer
PFE
$143B
$12.3M 0.02%
483,199
-421,571
-47% -$10.4M
IGSB icon
323
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
$12.3M 0.02%
232,140
+32,087
+16% +$1.69M
EWT icon
324
iShares MSCI Taiwan ETF
EWT
$10.2B
$12.2M 0.02%
192,500
– –
IWV icon
325
iShares Russell 3000 ETF
IWV
$19.9B
$12M 0.02%
31,686
-372
-1% -$136K
11 12
13
14 15

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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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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.