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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
SPGI icon
26
S&P Global
SPGI
$126B
$441M 0.75%
905,469
-8,313
-0.9% -$4.45M
TJX icon
27
TJX Companies
TJX
$170B
$432M 0.74%
2,991,066
-40,821
-1% -$5.42M
UNP icon
28
Union Pacific
UNP
$183B
$424M 0.73%
1,795,510
-9,410
-0.5% -$2.12M
LLY icon
29
Eli Lilly
LLY
$1.07T
$422M 0.72%
553,367
-39,982
-7% -$29.8M
TMO icon
30
Thermo Fisher Scientific
TMO
$211B
$405M 0.69%
834,965
+249,171
+43% +$116M
DHR icon
31
Danaher
DHR
$135B
$402M 0.69%
2,029,727
-70,694
-3% -$14.1M
ICE icon
32
Intercontinental Exchange
ICE
$82.4B
$400M 0.69%
2,376,441
-28,270
-1% -$5.05M
LIN icon
33
Linde
LIN
$237B
$384M 0.66%
808,967
-9,397
-1% -$4.45M
LNG icon
34
Cheniere Energy
LNG
$56.5B
$376M 0.64%
1,599,480
-16,646
-1% -$3.91M
ASML icon
35
ASML
ASML
$675B
$359M 0.62%
371,092
+75,245
+25% +$59.1M
APH icon
36
Amphenol
APH
$188B
$358M 0.61%
2,896,146
-28,492
-1% -$3.13M
UNH icon
37
UnitedHealth
UNH
$382B
$353M 0.6%
1,020,922
-22,678
-2% -$6.86M
HD icon
38
Home Depot
HD
$332B
$350M 0.6%
864,589
-13,268
-2% -$5.22M
ADP icon
39
Automatic Data Processing
ADP
$100B
$349M 0.6%
1,190,430
+287,668
+32% +$86.6M
MCD icon
40
McDonald's
MCD
$188B
$343M 0.59%
1,127,903
-12,640
-1% -$3.85M
MNST icon
41
Monster Beverage
MNST
$91.4B
$339M 0.58%
5,036,540
-67,047
-1% -$4.19M
WDAY icon
42
Workday
WDAY
$33.4B
$331M 0.57%
1,375,970
-36,635
-3% -$8.47M
SYK icon
43
Stryker
SYK
$127B
$326M 0.56%
882,835
-10,356
-1% -$4M
VB icon
44
Vanguard Small-Cap ETF
VB
$79.5B
$323M 0.55%
1,269,344
+88,864
+8% +$22M
PLD icon
45
Prologis
PLD
$138B
$307M 0.53%
2,684,296
-34,953
-1% -$3.84M
BLK icon
46
Blackrock
BLK
$164B
$305M 0.52%
261,678
-3,240
-1% -$3.62M
MLM icon
47
Martin Marietta Materials
MLM
$33.6B
$304M 0.52%
481,937
-214,951
-31% -$128M
MA icon
48
Mastercard
MA
$477B
$304M 0.52%
533,583
-6,082
-1% -$3.49M
MDLZ icon
49
Mondelez International
MDLZ
$77.7B
$298M 0.51%
4,765,388
+1,849,482
+63% +$119M
ROP icon
50
Roper Technologies
ROP
$36.3B
$294M 0.5%
589,327
-9,111
-2% -$4.86M
1
2
3 4 5

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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.