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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
BND icon
676
Vanguard Total Bond Market
BND
$157B
$1.11M ﹤0.01%
14,945
+10,768
+258% +$793K
K
677
DELISTED
Kellanova
K
$1.11M ﹤0.01%
13,488
-69
-0.5% -$5.49K
CLX icon
678
Clorox
CLX
$11.8B
$1.11M ﹤0.01%
8,969
+318
+4% +$39.5K
RKT icon
679
Rocket Companies
RKT
$38.6B
$1.1M ﹤0.01%
57,011
+7,639
+15% +$133K
CLVT icon
680
Clarivate
CLVT
$1.27B
$1.1M ﹤0.01%
286,507
+40,404
+16% +$170K
VCIT icon
681
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$1.1M ﹤0.01%
13,032
+1,936
+17% +$161K
SHYD icon
682
VanEck Short High Yield Muni ETF
SHYD
$451M
$1.08M ﹤0.01%
47,357
+14,529
+44% +$329K
HPE icon
683
Hewlett Packard
HPE
$66B
$1.08M ﹤0.01%
43,901
+1,894
+5% +$41.9K
ON icon
684
ON Semiconductor
ON
$31.7B
$1.06M ﹤0.01%
21,569
-1,385
-6% -$72.9K
JQUA icon
685
JPMorgan US Quality Factor ETF
JQUA
$8.27B
$1.06M ﹤0.01%
16,810
-2,650
-14% -$163K
ETR icon
686
Entergy
ETR
$50.3B
$1.05M ﹤0.01%
11,304
+3,633
+47% +$320K
ALSN icon
687
Allison Transmission
ALSN
$9.63B
$1.05M ﹤0.01%
12,365
+3,155
+34% +$281K
EG icon
688
Everest Group
EG
$14.4B
$1.04M ﹤0.01%
2,961
+373
+14% +$126K
VMC icon
689
Vulcan Materials
VMC
$36.3B
$1.04M ﹤0.01%
3,366
+230
+7% +$65.3K
UCB
690
United Community Banks
UCB
$4.3B
$1.03M ﹤0.01%
32,818
– –
ES icon
691
Eversource Energy
ES
$27B
$1.02M ﹤0.01%
14,321
+1,413
+11% +$92.6K
DBRG icon
692
DigitalBridge
DBRG
$2.93B
$1.01M ﹤0.01%
86,604
+20,224
+30% +$226K
KMX icon
693
CarMax
KMX
$8.22B
$1.01M ﹤0.01%
22,570
-977
-4% -$58.3K
XEL icon
694
Xcel Energy
XEL
$48.5B
$1.01M ﹤0.01%
12,513
+2,256
+22% +$163K
JVAL icon
695
JPMorgan US Value Factor ETF
JVAL
$843M
$1M ﹤0.01%
21,139
+1,488
+8% +$68.4K
TPR icon
696
Tapestry
TPR
$31.2B
$996K ﹤0.01%
8,800
-3,410
-28% -$357K
FELE icon
697
Franklin Electric
FELE
$4.7B
$993K ﹤0.01%
10,433
+10
+0.1% +$946
BSV icon
698
Vanguard Short-Term Bond ETF
BSV
$44.6B
$991K ﹤0.01%
12,559
-1,539
-11% -$121K
NVT icon
699
nVent Electric
NVT
$25.6B
$980K ﹤0.01%
9,940
+1,023
+11% +$88.8K
HIG icon
700
Hartford Financial Services
HIG
$39B
$967K ﹤0.01%
7,253
+111
+2% +$14.2K
26 27
28
29 30

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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.