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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
CTSH icon
526
Cognizant
CTSH
$25B
$2.57M ﹤0.01%
38,357
-4,291
-10% -$310K
VHT icon
527
Vanguard Health Care ETF
VHT
$18.1B
$2.55M ﹤0.01%
9,822
-221
-2% -$55.4K
WBI
528
WaterBridge Infrastructure LLC
WBI
$1.59B
$2.52M ﹤0.01%
+100,000
New +$2.34M
EOG icon
529
EOG Resources
EOG
$77.3B
$2.52M ﹤0.01%
22,478
+1,998
+10% +$238K
SCHF icon
530
Schwab International Equity ETF
SCHF
$67B
$2.44M ﹤0.01%
104,863
+38,675
+58% +$873K
KR icon
531
Kroger
KR
$35.6B
$2.43M ﹤0.01%
35,999
+2,826
+9% +$197K
VGK icon
532
Vanguard FTSE Europe ETF
VGK
$30.8B
$2.43M ﹤0.01%
30,402
+10,505
+53% +$822K
TGT icon
533
Target
TGT
$67.9B
$2.41M ﹤0.01%
26,898
-2,345
-8% -$231K
TTAN
534
ServiceTitan Inc
TTAN
$8.11B
$2.41M ﹤0.01%
23,871
-819,243
-97% -$89.9M
SGI
535
Somnigroup International
SGI
$14.1B
$2.4M ﹤0.01%
28,489
+51
+0.2% +$4.02K
WFC.PRL icon
536
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.73B
$2.39M ﹤0.01%
1,940
– –
RJF icon
537
Raymond James Financial
RJF
$34.1B
$2.38M ﹤0.01%
13,762
+1,496
+12% +$248K
ED icon
538
Consolidated Edison
ED
$39.7B
$2.37M ﹤0.01%
23,579
+91
+0.4% +$9.13K
RPV icon
539
Invesco S&P 500 Pure Value ETF
RPV
$1.67B
$2.36M ﹤0.01%
23,785
-106
-0.4% -$10.2K
TREX icon
540
Trex
TREX
$4.7B
$2.36M ﹤0.01%
45,646
+333
+0.7% +$20.3K
NUE icon
541
Nucor
NUE
$59.2B
$2.36M ﹤0.01%
17,405
+1,599
+10% +$226K
PYPL icon
542
PayPal
PYPL
$49.4B
$2.35M ﹤0.01%
35,077
-415
-1% -$29.3K
AZ icon
543
A2Z Smart Technologies
AZ
$263M
$2.31M ﹤0.01%
288,982
-33,900
-10% -$321K
ITOT icon
544
iShares Core S&P Total US Stock Market ETF
ITOT
$95.8B
$2.27M ﹤0.01%
15,605
-707
-4% -$99.1K
VBR icon
545
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.6B
$2.27M ﹤0.01%
10,855
+1,339
+14% +$274K
VT icon
546
Vanguard Total World Stock ETF
VT
$78B
$2.23M ﹤0.01%
16,185
+331
+2% +$44K
GBTC icon
547
Grayscale Bitcoin Trust
GBTC
$9.61B
$2.22M ﹤0.01%
24,781
+229
+0.9% +$20.6K
HYMB icon
548
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.17B
$2.21M ﹤0.01%
88,491
– –
LILAK icon
549
Liberty Latin America Class C
LILAK
$1.66B
$2.19M ﹤0.01%
285,756
-233,882
-45% -$1.6M
WBD icon
550
Warner Bros
WBD
$65.7B
$2.17M ﹤0.01%
111,141
-112,466
-50% -$1.53M
20 21
22
23 24

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CWM
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VRS
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FAF
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BGIM
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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.