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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
PODD icon
626
Insulet
PODD
$11.8B
$1.48M ﹤0.01%
4,808
+340
+8% +$107K
STE icon
627
Steris
STE
$22.6B
$1.48M ﹤0.01%
5,980
-41
-0.7% -$9.81K
CHTR icon
628
Charter Communications
CHTR
$17.1B
$1.47M ﹤0.01%
5,338
-258
-5% -$78K
PGX icon
629
Invesco Preferred ETF
PGX
$3.81B
$1.46M ﹤0.01%
125,506
-28,659
-19% -$328K
PRF icon
630
Invesco FTSE RAFI US 1000 ETF
PRF
$9.87B
$1.44M ﹤0.01%
31,851
-50
-0.2% -$2.18K
TRS icon
631
TriMas Corp
TRS
$1.44B
$1.44M ﹤0.01%
37,262
– –
RHP icon
632
Ryman Hospitality Properties
RHP
$8.37B
$1.44M ﹤0.01%
16,055
+2,152
+15% +$210K
DSI icon
633
iShares MSCI KLD 400 Social ETF
DSI
$5.43B
$1.43M ﹤0.01%
11,370
– –
AMLP icon
634
Alerian MLP ETF
AMLP
$12.9B
$1.42M ﹤0.01%
30,351
+1,499
+5% +$72.5K
IWX icon
635
iShares Russell Top 200 Value ETF
IWX
$4.01B
$1.42M ﹤0.01%
16,113
-424
-3% -$36.4K
DGRO icon
636
iShares Core Dividend Growth ETF
DGRO
$42.8B
$1.4M ﹤0.01%
20,576
+248
+1% +$16.4K
HPQ icon
637
HP
HPQ
$24.9B
$1.39M ﹤0.01%
50,952
+470
+0.9% +$12.5K
MOAT icon
638
VanEck Morningstar Wide Moat ETF
MOAT
$11.9B
$1.38M ﹤0.01%
13,969
-3,525
-20% -$344K
ESI icon
639
Element Solutions
ESI
$9.08B
$1.38M ﹤0.01%
54,875
-1,077
-2% -$26.8K
ETHE
640
Grayscale Ethereum Staking ETF Shares
ETHE
$1.52B
$1.38M ﹤0.01%
40,281
+693
+2% +$22.4K
AWK icon
641
American Water Works
AWK
$26.3B
$1.37M ﹤0.01%
9,862
-328
-3% -$46.3K
LDOS icon
642
Leidos
LDOS
$14.9B
$1.37M ﹤0.01%
7,260
+723
+11% +$126K
ZBH icon
643
Zimmer Biomet
ZBH
$18.6B
$1.36M ﹤0.01%
13,813
-2,676
-16% -$265K
DELL icon
644
Dell
DELL
$275B
$1.35M ﹤0.01%
9,541
+1,295
+16% +$168K
STT icon
645
State Street
STT
$50.1B
$1.32M ﹤0.01%
11,418
+618
+6% +$69K
FICO icon
646
Fair Isaac
FICO
$22.4B
$1.32M ﹤0.01%
883
-32,039
-97% -$48.2M
COCO icon
647
Vita Coco
COCO
$3.7B
$1.31M ﹤0.01%
30,852
– –
TDY icon
648
Teledyne Technologies
TDY
$30.7B
$1.3M ﹤0.01%
2,225
-1,962
-47% -$1.07M
SPLV icon
649
Invesco S&P 500 Low Volatility ETF
SPLV
$7.2B
$1.3M ﹤0.01%
17,745
-1,048
-6% -$76.6K
MANH icon
650
Manhattan Associates
MANH
$11.1B
$1.29M ﹤0.01%
6,289
+176
+3% +$37.2K
24 25
26
27 28

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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.