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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
QCLN icon
476
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$605M
$3.78M 0.01%
90,031
-1,841
-2% -$68.5K
RTO icon
477
Rentokil
RTO
$12B
$3.71M 0.01%
146,834
+9,253
+7% +$226K
GIS icon
478
General Mills
GIS
$19.2B
$3.7M 0.01%
73,311
+942
+1% +$47.2K
ALL icon
479
Allstate
ALL
$67.6B
$3.69M 0.01%
17,204
+1,741
+11% +$351K
WAB icon
480
Wabtec
WAB
$50.1B
$3.69M 0.01%
18,413
-29
-0.2% -$5.72K
HLF icon
481
Herbalife
HLF
$1.32B
$3.69M 0.01%
437,119
+2,908
+0.7% +$27.4K
FLOT icon
482
iShares Floating Rate Bond ETF
FLOT
$10.3B
$3.58M 0.01%
70,142
-58,612
-46% -$2.99M
WPM icon
483
Wheaton Precious Metals
WPM
$50.8B
$3.57M 0.01%
31,944
+4,386
+16% +$429K
TNL icon
484
Travel + Leisure Co
TNL
$4.72B
$3.57M 0.01%
59,986
-5,168
-8% -$310K
BKV
485
BKV Corp
BKV
$2.67B
$3.47M 0.01%
150,000
-72,086
-32% -$1.57M
OS
486
DELISTED
OneStream Inc
OS
$3.47M 0.01%
188,137
-5,914
-3% -$130K
ALTG icon
487
Alta Equipment Group
ALTG
$227M
$3.42M 0.01%
472,278
-288,886
-38% -$2.24M
UL icon
488
Unilever
UL
$137B
$3.39M 0.01%
50,883
-9,183
-15% -$634K
GM icon
489
General Motors
GM
$79.3B
$3.37M 0.01%
55,322
-1,761
-3% -$98.2K
SCHB icon
490
Schwab US Broad Market ETF
SCHB
$43.9B
$3.33M 0.01%
129,375
+11,456
+10% +$284K
CP icon
491
Canadian Pacific Kansas City
CP
$79.7B
$3.3M 0.01%
44,314
-419,302
-90% -$32M
SLV icon
492
iShares Silver Trust
SLV
$28B
$3.29M 0.01%
77,752
+4,740
+6% +$170K
RDDT icon
493
Reddit
RDDT
$29.8B
$3.28M 0.01%
14,247
+1,149
+9% +$235K
CRWV
494
CoreWeave
CRWV
$46.8B
$3.27M 0.01%
23,920
+16,643
+229% +$1.97M
YUMC icon
495
Yum China
YUMC
$16.6B
$3.27M 0.01%
76,218
-471
-0.6% -$21.4K
AVY icon
496
Avery Dennison
AVY
$13.2B
$3.26M 0.01%
20,076
-904
-4% -$156K
LXRX icon
497
Lexicon Pharmaceuticals
LXRX
$1.03B
$3.24M 0.01%
2,400,257
-50,143
-2% -$56.9K
WRB icon
498
W.R. Berkley
WRB
$26.7B
$3.2M 0.01%
41,757
+865
+2% +$61.6K
DRI icon
499
Darden Restaurants
DRI
$23.6B
$3.19M 0.01%
16,773
-728
-4% -$150K
OXY icon
500
Occidental Petroleum
OXY
$55.2B
$3.18M 0.01%
67,350
+1,474
+2% +$66.6K
18 19
20
21 22

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CWM
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VRS
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FAF
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BGIM
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CIM
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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.