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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
SDY icon
376
State Street SPDR S&P Dividend ETF
SDY
$23.6B
$7.62M 0.01%
54,417
+779
+1% +$109K
MCK icon
377
McKesson
MCK
$96.8B
$7.62M 0.01%
9,859
-398
-4% -$280K
URI icon
378
United Rentals
URI
$69.5B
$7.59M 0.01%
7,947
+623
+9% +$555K
FIX icon
379
Comfort Systems
FIX
$62.3B
$7.53M 0.01%
9,131
-2,469
-21% -$1.67M
EW icon
380
Edwards Lifesciences
EW
$51.1B
$7.43M 0.01%
95,541
-6,883
-7% -$538K
VEU icon
381
Vanguard FTSE All-World ex-US ETF
VEU
$66.9B
$7.4M 0.01%
103,707
+5,968
+6% +$412K
CQP icon
382
Cheniere Energy
CQP
$32.4B
$7.3M 0.01%
+135,703
New +$7.37M
USB icon
383
US Bancorp
USB
$99.6B
$7.14M 0.01%
147,711
-16,118
-10% -$762K
SUN icon
384
Sunoco
SUN
$14.6B
$7.1M 0.01%
142,055
+15,810
+13% +$822K
VST icon
385
Vistra
VST
$52.6B
$6.89M 0.01%
35,147
+2,297
+7% +$455K
WK icon
386
Workiva
WK
$3.43B
$6.81M 0.01%
79,093
-2,141
-3% -$161K
DUK icon
387
Duke Energy
DUK
$96.9B
$6.81M 0.01%
54,991
+742
+1% +$90K
XYL icon
388
Xylem
XYL
$27.8B
$6.75M 0.01%
45,793
+855
+2% +$119K
GILD icon
389
Gilead Sciences
GILD
$163B
$6.69M 0.01%
60,311
-6,926
-10% -$787K
MDY icon
390
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.7B
$6.65M 0.01%
11,164
-820
-7% -$481K
VOT icon
391
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.6B
$6.59M 0.01%
22,433
+87
+0.4% +$25.1K
FAS icon
392
Direxion Daily Financial Bull 3x ETF
FAS
$2.42B
$6.56M 0.01%
36,860
-264
-0.7% -$45.3K
GL icon
393
Globe Life
GL
$14.3B
$6.54M 0.01%
45,758
-8,424
-16% -$1.14M
CARR icon
394
Carrier Global
CARR
$52.1B
$6.47M 0.01%
108,352
+333
+0.3% +$22.6K
SCHD icon
395
Schwab US Dividend Equity ETF
SCHD
$104B
$6.38M 0.01%
233,675
-36,026
-13% -$983K
UNF icon
396
Unifirst Corp
UNF
$5.27B
$6.25M 0.01%
37,411
+12,965
+53% +$2.25M
AMAT icon
397
Applied Materials
AMAT
$411B
$6.24M 0.01%
30,458
+6,657
+28% +$1.21M
IEFA icon
398
iShares Core MSCI EAFE ETF
IEFA
$191B
$6.14M 0.01%
70,344
+9,219
+15% +$783K
HBAN icon
399
Huntington Bancshares
HBAN
$35.1B
$6.12M 0.01%
354,431
+3,448
+1% +$58.9K
DBJP icon
400
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$673M
$6.07M 0.01%
71,410
+66,505
+1,356% +$5.41M
14 15
16
17 18

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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.