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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
TOL icon
851
Toll Brothers
TOL
$13.6B
$520K ﹤0.01%
3,764
+493
+15% +$64.4K
WELL icon
852
Welltower
WELL
$169B
$520K ﹤0.01%
2,918
+458
+19% +$75.3K
DFAX icon
853
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.9B
$519K ﹤0.01%
16,543
+9,231
+126% +$280K
CMF icon
854
iShares California Muni Bond ETF
CMF
$4.55B
$516K ﹤0.01%
9,050
-100
-1% -$5.59K
STZ icon
855
Constellation Brands
STZ
$22.2B
$516K ﹤0.01%
3,833
-1,612
-30% -$256K
DFUV icon
856
Dimensional US Marketwide Value ETF
DFUV
$15.4B
$510K ﹤0.01%
11,411
+1,949
+21% +$84.9K
FGD icon
857
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.54B
$508K ﹤0.01%
17,674
+280
+2% +$8.02K
TWST icon
858
Twist Bioscience
TWST
$5.7B
$507K ﹤0.01%
18,027
-1
-0% -$30
NI icon
859
NiSource
NI
$21.3B
$505K ﹤0.01%
11,672
+1,977
+20% +$81.8K
DBEF icon
860
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.17B
$505K ﹤0.01%
10,885
-3,742
-26% -$169K
FIVE icon
861
Five Below
FIVE
$12B
$505K ﹤0.01%
3,263
-148
-4% -$20.9K
SYF icon
862
Synchrony
SYF
$24.7B
$504K ﹤0.01%
7,099
+2,371
+50% +$172K
BXSL icon
863
Blackstone Secured Lending
BXSL
$5.37B
$504K ﹤0.01%
19,318
+291
+2% +$8.74K
EFV icon
864
iShares MSCI EAFE Value ETF
EFV
$28.8B
$498K ﹤0.01%
7,345
-445
-6% -$29.3K
TER icon
865
Teradyne
TER
$57.6B
$498K ﹤0.01%
3,619
+183
+5% +$20K
RWR icon
866
State Street SPDR Dow Jones REIT ETF
RWR
$1.86B
$498K ﹤0.01%
4,961
-21
-0.4% -$2.06K
UBS icon
867
UBS Group
UBS
$173B
$497K ﹤0.01%
12,133
+9,528
+366% +$370K
MGRC icon
868
McGrath RentCorp
MGRC
$2.81B
$497K ﹤0.01%
4,234
– –
LUV icon
869
Southwest Airlines
LUV
$22B
$497K ﹤0.01%
15,562
+462
+3% +$15.1K
IMCG icon
870
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.92B
$489K ﹤0.01%
5,907
-184
-3% -$15K
CRMD icon
871
CorMedix
CRMD
$591M
$488K ﹤0.01%
42,000
– –
FCNCA icon
872
First Citizens BancShares
FCNCA
$24.9B
$488K ﹤0.01%
273
+53
+24% +$104K
YOU icon
873
Clear Secure
YOU
$5.57B
$487K ﹤0.01%
14,587
-102,217
-88% -$3.39M
NDSN icon
874
Nordson
NDSN
$16.6B
$485K ﹤0.01%
2,138
+36
+2% +$7.93K
ENSG icon
875
The Ensign Group
ENSG
$10.4B
$481K ﹤0.01%
2,783
+1,496
+116% +$239K
33 34
35
36 37

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CWM
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FAF
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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.