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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
IDV icon
801
iShares International Select Dividend ETF
IDV
$8.45B
$625K ﹤0.01%
17,111
+10,815
+172% +$389K
SRLN icon
802
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$624K ﹤0.01%
15,018
-2,319
-13% -$96.3K
IGPT icon
803
Invesco AI and Next Gen Software ETF
IGPT
$1.15B
$622K ﹤0.01%
11,516
– –
EMB icon
804
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$620K ﹤0.01%
6,512
+633
+11% +$59.3K
TFI icon
805
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.05B
$618K ﹤0.01%
13,561
-3,149
-19% -$141K
XNCR icon
806
Xencor
XNCR
$1.5B
$617K ﹤0.01%
52,563
+35,000
+199% +$304K
IYH icon
807
iShares US Healthcare ETF
IYH
$3.37B
$615K ﹤0.01%
10,471
-187
-2% -$10.7K
ISPY icon
808
ProShares S&P 500 High Income ETF
ISPY
$1.25B
$610K ﹤0.01%
13,522
– –
GGG icon
809
Graco
GGG
$12.9B
$604K ﹤0.01%
7,115
+1,387
+24% +$119K
GOVT icon
810
iShares US Treasury Bond ETF
GOVT
$43.6B
$604K ﹤0.01%
26,145
+6,939
+36% +$159K
BBVA icon
811
Banco Bilbao Vizcaya Argentaria
BBVA
$154B
$603K ﹤0.01%
31,326
+9,454
+43% +$165K
ABM icon
812
ABM Industries
ABM
$2.81B
$601K ﹤0.01%
13,033
+1,038
+9% +$49.2K
ENFR icon
813
Alerian Energy Infrastructure ETF
ENFR
$495M
$600K ﹤0.01%
18,524
– –
GSLC icon
814
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.1B
$600K ﹤0.01%
4,606
-2,843
-38% -$358K
EES icon
815
WisdomTree US SmallCap Earnings Fund
EES
$719M
$600K ﹤0.01%
10,740
– –
EWJ icon
816
iShares MSCI Japan ETF
EWJ
$21.9B
$595K ﹤0.01%
7,418
+1,787
+32% +$138K
FITB
817
Fifth Third Bancorp
FITB
$51.2B
$593K ﹤0.01%
13,318
+2,944
+28% +$129K
SPEM icon
818
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
$592K ﹤0.01%
12,643
-976
-7% -$43.4K
DVN icon
819
Devon Energy
DVN
$52.1B
$592K ﹤0.01%
16,873
-997
-6% -$33.9K
CRS icon
820
Carpenter Technology
CRS
$25.8B
$586K ﹤0.01%
2,387
+106
+5% +$27.1K
DLR icon
821
Digital Realty Trust
DLR
$69.7B
$584K ﹤0.01%
3,380
+888
+36% +$152K
MFC icon
822
Manulife Financial
MFC
$73.9B
$584K ﹤0.01%
18,745
+8,845
+89% +$273K
FWONK icon
823
Liberty Media Series C
FWONK
$24.6B
$577K ﹤0.01%
5,524
+566
+11% +$57.4K
RBA icon
824
RB Global
RBA
$20.4B
$576K ﹤0.01%
5,320
-251
-5% -$28.1K
TTWO icon
825
Take-Two Interactive
TTWO
$45.4B
$572K ﹤0.01%
2,215
+373
+20% +$88.3K
31 32
33
34 35

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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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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.