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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
TEAM icon
501
Atlassian
TEAM
$26.6B
$3.17M 0.01%
19,879
-286
-1% -$51.7K
FBTC icon
502
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$3.16M 0.01%
31,673
+2,045
+7% +$204K
ESTC icon
503
Elastic
ESTC
$7.25B
$3.15M 0.01%
37,252
-1,091
-3% -$91.9K
PHYS icon
504
Sprott Physical Gold
PHYS
$14.6B
$3.06M 0.01%
103,476
+14,401
+16% +$382K
IEMG icon
505
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$3.05M 0.01%
46,315
+5,778
+14% +$360K
ESS icon
506
Essex Property Trust
ESS
$18.3B
$3.05M 0.01%
11,379
-1,906
-14% -$515K
SCHG icon
507
Schwab US Large-Cap Growth ETF
SCHG
$61.3B
$3.03M 0.01%
95,018
+1,259
+1% +$38.4K
IBB icon
508
iShares Biotechnology ETF
IBB
$9.2B
$3.01M 0.01%
20,860
+1
+0% +$136
PRU icon
509
Prudential Financial
PRU
$42.8B
$2.99M 0.01%
28,795
+97
+0.3% +$10.2K
KNSL icon
510
Kinsale Capital Group
KNSL
$8.17B
$2.86M ﹤0.01%
6,714
-105,014
-94% -$47.6M
CERT icon
511
Certara
CERT
$1.28B
$2.84M ﹤0.01%
232,723
– –
CBOE icon
512
Cboe Global Markets
CBOE
$31B
$2.8M ﹤0.01%
11,411
+139
+1% +$33.4K
UUUU icon
513
Energy Fuels
UUUU
$3.04B
$2.77M ﹤0.01%
180,202
– –
GTLS
514
DELISTED
Chart Industries
GTLS
$2.77M ﹤0.01%
13,818
-487
-3% -$92.6K
POST icon
515
Post Holdings
POST
$4.11B
$2.74M ﹤0.01%
25,516
+1,841
+8% +$197K
PAYC icon
516
Paycom
PAYC
$7.85B
$2.71M ﹤0.01%
13,003
+28
+0.2% +$6.31K
LAMR icon
517
Lamar Advertising Co
LAMR
$15.9B
$2.67M ﹤0.01%
21,821
+997
+5% +$124K
VRTX icon
518
Vertex Pharmaceuticals
VRTX
$120B
$2.66M ﹤0.01%
6,798
-231
-3% -$96.5K
REET icon
519
iShares Global REIT ETF
REET
$5.13B
$2.65M ﹤0.01%
103,843
+35,783
+53% +$898K
HGV icon
520
Hilton Grand Vacations
HGV
$3.55B
$2.62M ﹤0.01%
62,732
+8,171
+15% +$376K
TT icon
521
Trane Technologies
TT
$102B
$2.62M ﹤0.01%
6,214
-1,055
-15% -$451K
KKR icon
522
KKR & Co
KKR
$96.1B
$2.62M ﹤0.01%
20,162
+848
+4% +$120K
KDP icon
523
Keurig Dr Pepper
KDP
$42B
$2.59M ﹤0.01%
101,607
-76,456
-43% -$2.4M
DCI icon
524
Donaldson
DCI
$11.1B
$2.59M ﹤0.01%
31,660
+716
+2% +$54K
VXUS icon
525
Vanguard Total International Stock ETF
VXUS
$156B
$2.58M ﹤0.01%
35,147
-289
-0.8% -$20.5K
19 20
21
22 23

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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.