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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
COHR icon
776
Coherent
COHR
$51.4B
$697K ﹤0.01%
6,474
+32
+0.5% +$3.19K
ALB icon
777
Albemarle
ALB
$13.9B
$694K ﹤0.01%
8,565
-183
-2% -$14.1K
IVOG icon
778
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.62B
$683K ﹤0.01%
5,718
– –
DLTR icon
779
Dollar Tree
DLTR
$24.4B
$683K ﹤0.01%
7,233
-1,023
-12% -$109K
IRTC icon
780
iRhythm Holdings
IRTC
$3.85B
$679K ﹤0.01%
3,945
– –
IGV icon
781
iShares Expanded Tech-Software Sector ETF
IGV
$13.4B
$673K ﹤0.01%
5,856
+151
+3% +$16.7K
WTS icon
782
Watts Water Technologies
WTS
$11.5B
$670K ﹤0.01%
2,398
-58
-2% -$15.6K
SRE icon
783
Sempra
SRE
$57.9B
$668K ﹤0.01%
7,421
+738
+11% +$59.8K
DSGR icon
784
Distribution Solutions Group
DSGR
$1.6B
$666K ﹤0.01%
22,136
– –
VCR icon
785
Vanguard Consumer Discretionary ETF
VCR
$6.15B
$661K ﹤0.01%
1,669
-25
-1% -$9.52K
SECT icon
786
Main Sector Rotation ETF
SECT
$2.75B
$657K ﹤0.01%
10,427
– –
SNV
787
DELISTED
Synovus
SNV
$654K ﹤0.01%
13,328
+2,540
+24% +$130K
ECON icon
788
Columbia Emerging Markets Consumer ETF
ECON
$328M
$653K ﹤0.01%
24,635
+377
+2% +$9.42K
PTON icon
789
Peloton Interactive
PTON
$2.77B
$651K ﹤0.01%
72,375
– –
SHM icon
790
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$646K ﹤0.01%
13,401
+8,277
+162% +$398K
FTV icon
791
Fortive
FTV
$17.9B
$643K ﹤0.01%
13,130
-720
-5% -$35.5K
VFH icon
792
Vanguard Financials ETF
VFH
$13.5B
$641K ﹤0.01%
4,887
+260
+6% +$33.7K
FTNT icon
793
Fortinet
FTNT
$119B
$639K ﹤0.01%
7,595
-2,770
-27% -$247K
PEY icon
794
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.13B
$636K ﹤0.01%
30,180
-137
-0.5% -$2.89K
EIX icon
795
Edison International
EIX
$28.2B
$635K ﹤0.01%
11,483
+639
+6% +$34.5K
SPDW icon
796
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$632K ﹤0.01%
14,778
+445
+3% +$18.4K
LYB icon
797
LyondellBasell Industries
LYB
$20B
$631K ﹤0.01%
12,868
-2,167
-14% -$122K
IVZ icon
798
Invesco
IVZ
$13.1B
$629K ﹤0.01%
27,432
-167
-0.6% -$3.47K
XPO icon
799
XPO
XPO
$23.5B
$629K ﹤0.01%
4,863
+745
+18% +$96.7K
MKC icon
800
McCormick & Company Non-Voting
MKC
$13.7B
$629K ﹤0.01%
9,393
+547
+6% +$38.3K
30 31
32
33 34

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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.