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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
DE icon
326
Deere & Co
DE
$163B
$11.9M 0.02%
25,979
-1,372
-5% -$676K
GFL icon
327
GFL Environmental
GFL
$15.2B
$11.9M 0.02%
250,283
+250,000
+88,339% +$12.1M
AMD icon
328
Advanced Micro Devices
AMD
$790B
$11.6M 0.02%
71,735
+1,623
+2% +$262K
GWW icon
329
W.W. Grainger
GWW
$64.7B
$11.5M 0.02%
12,090
+115
+1% +$115K
INTC icon
330
Intel
INTC
$459B
$11.4M 0.02%
340,427
-163,941
-33% -$3.97M
TMCI icon
331
Treace Medical Concepts
TMCI
$304M
$11.3M 0.02%
1,686,521
-1,000
-0.1% -$6.53K
SCI icon
332
Service Corp International
SCI
$11.7B
$11.3M 0.02%
135,668
+1,543
+1% +$123K
COP icon
333
ConocoPhillips
COP
$145B
$11.3M 0.02%
119,275
-10,406
-8% -$984K
WDC icon
334
Western Digital
WDC
$182B
$11M 0.02%
91,427
-30,884
-25% -$2.52M
SPYV icon
335
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.4B
$10.9M 0.02%
197,409
+13,790
+8% +$743K
DIHP icon
336
Dimensional International High Profitability ETF
DIHP
$6.38B
$10.9M 0.02%
359,082
+353,027
+5,830% +$10.5M
PBA icon
337
Pembina Pipeline
PBA
$28B
$10.8M 0.02%
267,724
-6,654
-2% -$251K
VLO icon
338
Valero Energy
VLO
$88.5B
$10.8M 0.02%
63,339
+444
+0.7% +$66.2K
WING icon
339
Wingstop
WING
$3.55B
$10.6M 0.02%
42,304
-744
-2% -$231K
VYM icon
340
Vanguard High Dividend Yield ETF
VYM
$81.4B
$10.5M 0.02%
74,364
-3,184
-4% -$438K
XLK icon
341
State Street Technology Select Sector SPDR ETF
XLK
$117B
$10.4M 0.02%
73,552
+1,382
+2% +$183K
HASI icon
342
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.93B
$10.3M 0.02%
335,471
+153,575
+84% +$4.24M
MRSH
343
Marsh
MRSH
$92B
$10M 0.02%
49,608
+362
+0.7% +$74.5K
DECK icon
344
Deckers Outdoor
DECK
$13.6B
$10M 0.02%
98,607
+96,331
+4,232% +$10.5M
ARCC icon
345
Ares Capital
ARCC
$13.8B
$9.9M 0.02%
484,972
+36,020
+8% +$800K
LNT icon
346
Alliant Energy
LNT
$18.4B
$9.72M 0.02%
144,176
-63,951
-31% -$4.13M
VGT icon
347
Vanguard Information Technology ETF
VGT
$141B
$9.71M 0.02%
104,032
-15,488
-13% -$1.35M
PAGP icon
348
Plains GP Holdings
PAGP
$5.15B
$9.63M 0.02%
527,904
– –
IVW icon
349
iShares S&P 500 Growth ETF
IVW
$75.5B
$9.53M 0.02%
78,944
-10,113
-11% -$1.16M
IWN icon
350
iShares Russell 2000 Value ETF
IWN
$14.5B
$9.4M 0.02%
53,182
+4,586
+9% +$774K
12 13
14
15 16

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CWM
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VRS
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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.