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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
UVV icon
826
Universal Corp
UVV
$1.31B
$565K ﹤0.01%
10,111
+1,535
+18% +$84.9K
AMTX icon
827
Aemetis
AMTX
$106M
$563K ﹤0.01%
250,190
– –
WAL icon
828
Western Alliance Bancorporation
WAL
$8.79B
$562K ﹤0.01%
6,482
+472
+8% +$40K
HRMY icon
829
Harmony Biosciences
HRMY
$2.04B
$558K ﹤0.01%
20,233
+16,865
+501% +$581K
HUM icon
830
Humana
HUM
$43.7B
$555K ﹤0.01%
2,132
+35
+2% +$9.2K
COKE icon
831
Coca-Cola Consolidated
COKE
$12.5B
$555K ﹤0.01%
4,733
+603
+15% +$69.9K
SEB icon
832
Seaboard Corp
SEB
$4.23B
$554K ﹤0.01%
152
-19
-11% -$66.2K
ONON icon
833
On Holding
ONON
$12.1B
$554K ﹤0.01%
13,088
-1,211
-8% -$57.6K
EXR icon
834
Extra Space Storage
EXR
$31.3B
$554K ﹤0.01%
3,931
-11,271
-74% -$1.62M
NTAP icon
835
NetApp
NTAP
$35B
$554K ﹤0.01%
4,675
+455
+11% +$50.9K
DJD icon
836
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$482M
$552K ﹤0.01%
10,000
– –
BWXT icon
837
BWX Technologies
BWXT
$15.5B
$551K ﹤0.01%
2,986
+749
+33% +$121K
DASH icon
838
DoorDash
DASH
$85.5B
$551K ﹤0.01%
2,024
+658
+48% +$165K
KD icon
839
Kyndryl
KD
$2.99B
$546K ﹤0.01%
18,198
+237
+1% +$8.14K
SJM icon
840
J.M. Smucker
SJM
$12.7B
$545K ﹤0.01%
5,014
+465
+10% +$50.5K
CCEP icon
841
Coca-Cola Europacific Partners
CCEP
$48.3B
$544K ﹤0.01%
6,017
+390
+7% +$36.2K
XHB icon
842
State Street SPDR S&P Homebuilders ETF
XHB
$1.6B
$539K ﹤0.01%
4,860
+3,031
+166% +$332K
MOH icon
843
Molina Healthcare
MOH
$10.2B
$538K ﹤0.01%
2,813
+2,713
+2,713% +$499K
JBL icon
844
Jabil
JBL
$33B
$535K ﹤0.01%
2,464
-6
-0.2% -$1.31K
VTR icon
845
Ventas
VTR
$48B
$532K ﹤0.01%
7,599
+2,932
+63% +$197K
DFIV icon
846
Dimensional International Value ETF
DFIV
$21.3B
$531K ﹤0.01%
11,514
– –
ITRI icon
847
Itron
ITRI
$4.36B
$530K ﹤0.01%
4,251
+287
+7% +$36.5K
MKL icon
848
Markel Group
MKL
$23.3B
$529K ﹤0.01%
277
+27
+11% +$52.9K
BEN icon
849
Franklin Resources
BEN
$17.6B
$529K ﹤0.01%
22,879
+902
+4% +$22.3K
DGRW icon
850
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$528K ﹤0.01%
5,935
+2,335
+65% +$203K
32 33
34
35 36

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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.