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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
BLFS icon
701
BioLife Solutions
BLFS
$1.53B
$961K ﹤0.01%
37,681
– –
FETH
702
Fidelity Ethereum Fund
FETH
$1.01B
$960K ﹤0.01%
23,093
+22,709
+5,914% +$889K
FTEC icon
703
Fidelity MSCI Information Technology Index ETF
FTEC
$19.9B
$956K ﹤0.01%
4,304
+1,533
+55% +$319K
MORN icon
704
Morningstar
MORN
$7.22B
$955K ﹤0.01%
4,117
-1,660
-29% -$442K
FLEX icon
705
Flex
FLEX
$41.7B
$948K ﹤0.01%
16,359
-2,583
-14% -$137K
RSPT icon
706
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.49B
$945K ﹤0.01%
21,204
+410
+2% +$17.2K
QSR icon
707
Restaurant Brands International
QSR
$25.7B
$942K ﹤0.01%
14,694
+384
+3% +$25.3K
DFAC icon
708
Dimensional US Core Equity 2 ETF
DFAC
$47.9B
$938K ﹤0.01%
24,325
+9,059
+59% +$338K
WY icon
709
Weyerhaeuser
WY
$18B
$936K ﹤0.01%
37,751
+8,625
+30% +$221K
DUOL icon
710
Duolingo
DUOL
$6.28B
$934K ﹤0.01%
2,902
+602
+26% +$201K
SEE
711
DELISTED
Sealed Air
SEE
$931K ﹤0.01%
26,326
+2,800
+12% +$89.3K
WTFC icon
712
Wintrust Financial
WTFC
$10.8B
$921K ﹤0.01%
6,954
+405
+6% +$53.5K
VDE icon
713
Vanguard Energy ETF
VDE
$10.1B
$917K ﹤0.01%
7,288
– –
LEN icon
714
Lennar Class A
LEN
$19.8B
$917K ﹤0.01%
7,273
+988
+16% +$123K
DD icon
715
DuPont de Nemours
DD
$18.5B
$917K ﹤0.01%
9,373
+887
+10% +$83.6K
STX icon
716
Seagate
STX
$194B
$916K ﹤0.01%
3,882
+250
+7% +$42.7K
J icon
717
Jacobs Solutions
J
$15.9B
$907K ﹤0.01%
6,052
+552
+10% +$79.3K
SMH icon
718
VanEck Semiconductor ETF
SMH
$67.9B
$905K ﹤0.01%
2,773
+440
+19% +$130K
OEF icon
719
iShares S&P 100 ETF
OEF
$20.1B
$905K ﹤0.01%
2,718
– –
QUAL icon
720
iShares MSCI USA Quality Factor ETF
QUAL
$46.5B
$905K ﹤0.01%
4,651
-880
-16% -$165K
RF icon
721
Regions Financial
RF
$26.4B
$896K ﹤0.01%
33,984
+5,278
+18% +$137K
SCHE icon
722
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$896K ﹤0.01%
26,849
+14,061
+110% +$443K
EXC icon
723
Exelon
EXC
$47.2B
$893K ﹤0.01%
19,846
+4,363
+28% +$192K
OMC icon
724
Omnicom Group
OMC
$21.6B
$888K ﹤0.01%
10,890
+750
+7% +$56.6K
DG icon
725
Dollar General
DG
$28B
$880K ﹤0.01%
8,517
-127
-1% -$13.9K
27 28
29
30 31

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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.