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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
SYY icon
426
Sysco
SYY
$40.7B
$5.11M 0.01%
62,109
+6,429
+12% +$514K
ADSK icon
427
Autodesk
ADSK
$49.6B
$5.11M 0.01%
16,088
-783
-5% -$239K
CRWD icon
428
CrowdStrike
CRWD
$206B
$5.08M 0.01%
41,440
-222,932
-84% -$25.3M
KLAC icon
429
KLA
KLAC
$239B
$5.06M 0.01%
46,950
+22,720
+94% +$2.12M
INR
430
Infinity Natural Resources
INR
$243M
$5M 0.01%
381,590
+131,590
+53% +$1.89M
WEC icon
431
WEC Energy
WEC
$35.6B
$4.99M 0.01%
43,570
-4,936
-10% -$535K
IWY icon
432
iShares Russell Top 200 Growth ETF
IWY
$16.1B
$4.97M 0.01%
18,153
+6,243
+52% +$1.62M
IVE icon
433
iShares S&P 500 Value ETF
IVE
$49.3B
$4.91M 0.01%
23,752
+354
+2% +$71.1K
ORI icon
434
Old Republic International
ORI
$10.6B
$4.9M 0.01%
115,412
-3,465
-3% -$134K
UBER icon
435
Uber
UBER
$146B
$4.87M 0.01%
49,664
+20,919
+73% +$1.96M
WSO icon
436
Watsco Inc
WSO
$13.1B
$4.77M 0.01%
11,809
+607
+5% +$260K
APD icon
437
Air Products & Chemicals
APD
$65.2B
$4.77M 0.01%
17,480
+482
+3% +$140K
PATK icon
438
Patrick Industries
PATK
$2.77B
$4.72M 0.01%
45,683
– –
PAYX icon
439
Paychex
PAYX
$41.9B
$4.71M 0.01%
37,137
-646
-2% -$89.6K
MPC icon
440
Marathon Petroleum
MPC
$89.6B
$4.68M 0.01%
24,262
+1,212
+5% +$213K
SSB icon
441
SouthState Bank Corp
SSB
$10.5B
$4.66M 0.01%
47,129
+52
+0.1% +$5.11K
SNA icon
442
Snap-on
SNA
$21.2B
$4.65M 0.01%
13,421
-39
-0.3% -$12.8K
SPG icon
443
Simon Property Group
SPG
$74.3B
$4.56M 0.01%
24,304
+4,343
+22% +$750K
CGDV icon
444
Capital Group Dividend Value ETF
CGDV
$38.1B
$4.54M 0.01%
108,084
+107,252
+12,891% +$4.41M
MGK icon
445
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.2B
$4.53M 0.01%
56,245
+6,560
+13% +$503K
CFR icon
446
Cullen/Frost Bankers
CFR
$10.5B
$4.45M 0.01%
35,131
-53,843
-61% -$7M
MBOT icon
447
Microbot Medical
MBOT
$119M
$4.43M 0.01%
1,454,000
+842,000
+138% +$2.63M
GLW icon
448
Corning
GLW
$126B
$4.41M 0.01%
53,724
+1,023
+2% +$66.9K
KMB icon
449
Kimberly-Clark
KMB
$35.7B
$4.4M 0.01%
35,355
+184
+0.5% +$23.8K
C icon
450
Citigroup
C
$224B
$4.38M 0.01%
43,142
+3,988
+10% +$378K
16 17
18
19 20

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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.