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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
COF icon
351
Capital One
COF
$134B
$9.18M 0.02%
43,193
+621
+1% +$136K
NKE icon
352
Nike
NKE
$63.3B
$9.17M 0.02%
131,565
-2,869
-2% -$214K
WIX icon
353
WIX.com
WIX
$2.38B
$9.15M 0.02%
51,527
-3,928
-7% -$591K
FAST icon
354
Fastenal
FAST
$55.2B
$9.07M 0.02%
184,902
-6,062
-3% -$286K
HTO
355
H2O America
HTO
$2.56B
$8.94M 0.02%
183,631
-96,999
-35% -$4.84M
NU icon
356
Nu Holdings
NU
$69.8B
$8.72M 0.01%
544,401
-83,978
-13% -$1.17M
DTE icon
357
DTE Energy
DTE
$29.5B
$8.6M 0.01%
60,820
+6
+0% +$822
IWO icon
358
iShares Russell 2000 Growth ETF
IWO
$14.6B
$8.58M 0.01%
26,807
+352
+1% +$106K
EWY icon
359
iShares MSCI South Korea ETF
EWY
$23.3B
$8.43M 0.01%
105,265
– –
AEP icon
360
American Electric Power
AEP
$69.9B
$8.38M 0.01%
74,517
+2,080
+3% +$228K
DVY icon
361
iShares Select Dividend ETF
DVY
$23.6B
$8.38M 0.01%
58,940
+768
+1% +$106K
AON icon
362
Aon
AON
$75.9B
$8.18M 0.01%
22,930
+252
+1% +$91.2K
FDX icon
363
FedEx
FDX
$73.2B
$8.18M 0.01%
34,671
+907
+3% +$209K
FTAI icon
364
FTAI Aviation
FTAI
$23.1B
$8.15M 0.01%
48,829
-6,813
-12% -$969K
ANET icon
365
Arista Networks
ANET
$233B
$8.15M 0.01%
55,912
-8,964
-14% -$1.15M
HCA icon
366
HCA Healthcare
HCA
$88B
$8.13M 0.01%
19,084
+105
+0.6% +$40.7K
PXF icon
367
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.9B
$8.06M 0.01%
131,755
+1,300
+1% +$77.3K
CWEN.A
368
DELISTED
Clearway Energy Class A
CWEN.A
$8.02M 0.01%
297,774
+105,000
+54% +$3M
IBIT icon
369
iShares Bitcoin Trust
IBIT
$47B
$7.96M 0.01%
122,385
+14,775
+14% +$961K
MNR icon
370
Mach Natural Resources
MNR
$2.26B
$7.93M 0.01%
601,400
– –
T icon
371
AT&T
T
$162B
$7.91M 0.01%
280,135
+3,147
+1% +$89.4K
VZ icon
372
Verizon
VZ
$198B
$7.76M 0.01%
176,673
+2,729
+2% +$118K
JCI icon
373
Johnson Controls International
JCI
$88.7B
$7.76M 0.01%
70,576
+900
+1% +$96.2K
SBAC icon
374
SBA Communications
SBAC
$19B
$7.75M 0.01%
40,101
-3,499
-8% -$758K
MSI icon
375
Motorola Solutions
MSI
$72.6B
$7.72M 0.01%
16,876
+792
+5% +$357K
13 14
15
16 17

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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.