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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
EPD icon
51
Enterprise Products Partners
EPD
$83.8B
$290M 0.5%
9,276,999
-82,632
-0.9% -$2.61M
IWR icon
52
iShares Russell Mid-Cap ETF
IWR
$56.8B
$286M 0.49%
2,960,600
+15,285
+0.5% +$1.45M
IVV icon
53
iShares Core S&P 500 ETF
IVV
$876B
$285M 0.49%
426,194
+804
+0.2% +$518K
VEA icon
54
Vanguard FTSE Developed Markets ETF
VEA
$226B
$281M 0.48%
4,697,113
+687,838
+17% +$40.1M
JKHY icon
55
Jack Henry & Associates
JKHY
$10.7B
$281M 0.48%
1,887,341
-91
-0% -$15.1K
NFLX icon
56
Netflix
NFLX
$292B
$277M 0.47%
2,309,090
+33,130
+1% +$4.04M
GE icon
57
GE Aerospace
GE
$367B
$274M 0.47%
909,698
+1,921
+0.2% +$525K
ABBV icon
58
AbbVie
ABBV
$458B
$273M 0.47%
1,179,751
+13,087
+1% +$2.67M
AMT icon
59
American Tower
AMT
$77.7B
$273M 0.47%
1,419,295
-28,255
-2% -$5.89M
DIS icon
60
Walt Disney
DIS
$165B
$270M 0.46%
2,358,419
-25,595
-1% -$3.01M
CRM icon
61
Salesforce
CRM
$134B
$268M 0.46%
1,130,741
-767,880
-40% -$194M
OTIS icon
62
Otis Worldwide
OTIS
$27.4B
$264M 0.45%
2,890,482
+1,013,876
+54% +$92M
ET icon
63
Energy Transfer Partners
ET
$70.1B
$263M 0.45%
15,338,615
+23,749
+0.2% +$416K
FISV
64
Fiserv Inc
FISV
$27.2B
$259M 0.44%
2,010,977
-34,420
-2% -$4.93M
CVX icon
65
Chevron
CVX
$388B
$258M 0.44%
1,663,579
-33,630
-2% -$5.21M
IQV icon
66
IQVIA
IQV
$34.7B
$250M 0.43%
1,318,704
-14,961
-1% -$2.72M
ZTS icon
67
Zoetis
ZTS
$31.6B
$246M 0.42%
1,681,306
+754,452
+81% +$114M
ADI icon
68
Analog Devices
ADI
$181B
$243M 0.42%
990,237
-15,840
-2% -$3.81M
PNC icon
69
PNC Financial Services
PNC
$100B
$242M 0.42%
1,206,754
-14,581
-1% -$2.88M
ETN icon
70
Eaton
ETN
$157B
$242M 0.41%
647,067
-2,439
-0.4% -$887K
IDXX icon
71
Idexx Laboratories
IDXX
$42.9B
$237M 0.41%
370,539
-4,206
-1% -$2.55M
TDG icon
72
TransDigm Group
TDG
$69.2B
$230M 0.39%
174,683
-28,905
-14% -$41.3M
GEV icon
73
GE Vernova
GEV
$270B
$220M 0.38%
357,214
+178,620
+100% +$108M
VICI icon
74
VICI Properties
VICI
$29.4B
$217M 0.37%
6,649,710
-105,796
-2% -$3.49M
PWR icon
75
Quanta Services
PWR
$93.9B
$214M 0.37%
515,568
+2,569
+0.5% +$999K
1 2
3
4 5

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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.