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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
GRMN
651
Garmin
GRMN
$58B
$1.28M ﹤0.01%
5,207
+291
+6% +$67.1K
SFM icon
652
Sprouts Farmers Market
SFM
$8.38B
$1.28M ﹤0.01%
11,731
-309,583
-96% -$45M
HYS icon
653
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.74B
$1.27M ﹤0.01%
13,230
+934
+8% +$88.7K
LBRDK icon
654
Liberty Broadband Class C
LBRDK
$4.94B
$1.26M ﹤0.01%
19,860
-1,128
-5% -$78.8K
XCEM icon
655
Columbia EM Core ex-China ETF
XCEM
$1.9B
$1.26M ﹤0.01%
34,678
+15,401
+80% +$538K
VONG icon
656
Vanguard Russell 1000 Growth ETF
VONG
$43.3B
$1.26M ﹤0.01%
10,447
+5,996
+135% +$687K
FLYW icon
657
Flywire
FLYW
$2.03B
$1.25M ﹤0.01%
+92,536
New +$1.14M
GDX icon
658
VanEck Gold Miners ETF
GDX
$22.7B
$1.23M ﹤0.01%
16,135
-771
-5% -$46.4K
DHI icon
659
D.R. Horton
DHI
$40.7B
$1.23M ﹤0.01%
7,272
+810
+13% +$127K
CEF icon
660
Sprott Physical Gold and Silver Trust
CEF
$7.34B
$1.21M ﹤0.01%
33,059
-32,182
-49% -$1.03M
NXPI icon
661
NXP Semiconductors
NXPI
$56B
$1.21M ﹤0.01%
5,316
+842
+19% +$189K
IJS icon
662
iShares S&P Small-Cap 600 Value ETF
IJS
$8.27B
$1.2M ﹤0.01%
10,847
-45
-0.4% -$4.78K
MAS icon
663
Masco
MAS
$14.4B
$1.19M ﹤0.01%
16,900
+3,428
+25% +$241K
REGN icon
664
Regeneron Pharmaceuticals
REGN
$78.8B
$1.19M ﹤0.01%
2,113
+143
+7% +$80.9K
MRVI icon
665
Maravai LifeSciences
MRVI
$966M
$1.18M ﹤0.01%
411,490
– –
THG icon
666
Hanover Insurance
THG
$8.16B
$1.18M ﹤0.01%
6,490
-174
-3% -$29.8K
BKR icon
667
Baker Hughes
BKR
$59.4B
$1.18M ﹤0.01%
24,145
-71
-0.3% -$3.13K
XLP icon
668
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$1.17M ﹤0.01%
14,988
-1,526
-9% -$123K
BITB icon
669
Bitwise Bitcoin ETF
BITB
$2.43B
$1.17M ﹤0.01%
18,733
– –
SPHQ icon
670
Invesco S&P 500 Quality ETF
SPHQ
$19.4B
$1.15M ﹤0.01%
15,645
+251
+2% +$18.1K
EFX icon
671
Equifax
EFX
$20.7B
$1.14M ﹤0.01%
4,453
+1,698
+62% +$427K
IYY icon
672
iShares Dow Jones US ETF
IYY
$2.98B
$1.13M ﹤0.01%
6,930
+578
+9% +$90.4K
SPMD icon
673
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.4B
$1.12M ﹤0.01%
19,621
– –
VTEB icon
674
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$1.12M ﹤0.01%
22,391
-1,875
-8% -$92.2K
NBIX icon
675
Neurocrine Biosciences
NBIX
$17.1B
$1.12M ﹤0.01%
7,981
+7,935
+17,250% +$1.08M
25 26
27
28 29

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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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PPFA
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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.