We are live on ! Find out more
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
XLU icon
401
State Street Utilities Select Sector SPDR ETF
XLU
$22.9B
$6.06M 0.01%
138,996
+1,034
+0.7% +$43.7K
CSX icon
402
CSX Corp
CSX
$92.3B
$5.94M 0.01%
167,148
+10,079
+6% +$344K
ISHG icon
403
iShares 1-3 Year International Treasury Bond ETF
ISHG
$826M
$5.81M 0.01%
+76,229
New +$5.78M
BRO icon
404
Brown & Brown
BRO
$24B
$5.78M 0.01%
61,653
-1,359,536
-96% -$132M
MDB icon
405
MongoDB
MDB
$28.8B
$5.77M 0.01%
18,589
-1,636
-8% -$421K
INVH icon
406
Invitation Homes
INVH
$18.1B
$5.76M 0.01%
196,230
+6,789
+4% +$209K
PFO
407
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$120M
$5.74M 0.01%
588,511
– –
BILL icon
408
BILL Holdings
BILL
$4.7B
$5.59M 0.01%
105,614
-669
-0.6% -$31.1K
TYL icon
409
Tyler Technologies
TYL
$12.5B
$5.53M 0.01%
10,569
-28
-0.3% -$15.7K
VNQ icon
410
Vanguard Real Estate ETF
VNQ
$39.3B
$5.47M 0.01%
59,799
+1,694
+3% +$154K
GTM
411
ZoomInfo Technologies
GTM
$1.05B
$5.42M 0.01%
496,712
-15,886
-3% -$170K
TRV icon
412
Travelers Companies
TRV
$78B
$5.39M 0.01%
19,320
+966
+5% +$259K
NBIS
413
Nebius Group N.V.
NBIS
$54B
$5.32M 0.01%
47,358
-38,558
-45% -$2.68M
BRZE icon
414
Braze
BRZE
$2.89B
$5.31M 0.01%
186,777
-3,607
-2% -$102K
PFD
415
Flaherty & Crumrine Preferred and Income Fund
PFD
$146M
$5.31M 0.01%
441,364
– –
IT icon
416
Gartner
IT
$10.1B
$5.29M 0.01%
20,118
-4,327
-18% -$1.26M
IGIB icon
417
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$5.28M 0.01%
97,616
-71,341
-42% -$3.82M
LRCX icon
418
Lam Research
LRCX
$369B
$5.23M 0.01%
39,048
-7,338
-16% -$777K
XLF icon
419
State Street Financial Select Sector SPDR ETF
XLF
$58B
$5.2M 0.01%
96,572
+4,365
+5% +$231K
VOE icon
420
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.8B
$5.19M 0.01%
29,750
+1,060
+4% +$180K
AYI icon
421
Acuity Brands
AYI
$10B
$5.17M 0.01%
15,016
+177
+1% +$56.4K
CADE
422
DELISTED
Cadence Bank
CADE
$5.17M 0.01%
137,643
+4,404
+3% +$159K
FRSH icon
423
Freshworks
FRSH
$3.25B
$5.16M 0.01%
438,691
-11,734
-3% -$158K
RPG icon
424
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$5.14M 0.01%
107,695
+5,009
+5% +$235K
AFL icon
425
Aflac
AFL
$64.5B
$5.13M 0.01%
45,928
-1,658
-3% -$174K
15 16
17
18 19

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.