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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
ROK icon
551
Rockwell Automation
ROK
$52.8B
$2.17M ﹤0.01%
6,205
+630
+11% +$218K
VSS icon
552
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$2.15M ﹤0.01%
15,073
+3,150
+26% +$436K
LH icon
553
Labcorp
LH
$25B
$2.13M ﹤0.01%
7,407
-190
-3% -$50.9K
FNDX icon
554
Schwab Fundamental US Large Company Index ETF
FNDX
$27B
$2.11M ﹤0.01%
80,306
+5,381
+7% +$137K
HTGC icon
555
Hercules Capital
HTGC
$3.14B
$2.1M ﹤0.01%
111,276
– –
MU icon
556
Micron Technology
MU
$935B
$2.1M ﹤0.01%
12,525
+3,009
+32% +$385K
BINC icon
557
BlackRock Flexible Income ETF
BINC
$16.1B
$2.06M ﹤0.01%
38,775
+9,197
+31% +$487K
IJK icon
558
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$2.06M ﹤0.01%
21,523
+3,567
+20% +$336K
NOBL icon
559
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
$2.05M ﹤0.01%
39,816
-948
-2% -$49K
VRSK icon
560
Verisk Analytics
VRSK
$25B
$2.04M ﹤0.01%
8,113
-178
-2% -$48.9K
IJJ icon
561
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.88B
$2.04M ﹤0.01%
15,729
+810
+5% +$104K
O icon
562
Realty Income
O
$58.9B
$2.04M ﹤0.01%
33,495
+3,209
+11% +$187K
BP icon
563
BP
BP
$114B
$2.04M ﹤0.01%
59,083
+1,674
+3% +$56.1K
AAON icon
564
Aaon
AAON
$7.57B
$2.03M ﹤0.01%
21,732
-184
-0.8% -$15.1K
CCK icon
565
Crown Holdings
CCK
$13B
$2.03M ﹤0.01%
21,012
-1,127
-5% -$113K
RY icon
566
Royal Bank of Canada
RY
$292B
$2.03M ﹤0.01%
13,759
+610
+5% +$84.1K
CTVA icon
567
Corteva
CTVA
$51.5B
$2.01M ﹤0.01%
29,663
+3,033
+11% +$220K
IQLT icon
568
iShares MSCI Intl Quality Factor ETF
IQLT
$13.9B
$1.99M ﹤0.01%
45,024
+19,465
+76% +$840K
PHIN icon
569
Phinia Inc
PHIN
$2.8B
$1.99M ﹤0.01%
34,562
+1,262
+4% +$68.1K
SCHA icon
570
Schwab U.S Small- Cap ETF
SCHA
$22.6B
$1.96M ﹤0.01%
70,203
+20,505
+41% +$548K
XLE icon
571
State Street Energy Select Sector SPDR ETF
XLE
$38.6B
$1.95M ﹤0.01%
43,758
-362
-0.8% -$15.8K
BSM icon
572
Black Stone Minerals
BSM
$3.14B
$1.95M ﹤0.01%
148,542
+23,247
+19% +$293K
AIG icon
573
American International
AIG
$41.7B
$1.95M ﹤0.01%
24,846
+1,426
+6% +$114K
LNW
574
DELISTED
Light & Wonder
LNW
$1.94M ﹤0.01%
23,104
-2,284
-9% -$210K
SPMO icon
575
Invesco S&P 500 Momentum ETF
SPMO
$21.3B
$1.93M ﹤0.01%
15,972
+15,758
+7,364% +$1.84M
21 22
23
24 25

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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.