We are live on ! Find out more
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
MTUM icon
876
iShares MSCI USA Momentum Factor ETF
MTUM
$25B
$477K ﹤0.01%
1,860
+339
+22% +$83K
PSIL icon
877
AdvisorShares Psychedelics ETF
PSIL
$48.9M
$475K ﹤0.01%
25,019
+12,145
+94% +$203K
LULU icon
878
lululemon athletica
LULU
$13.5B
$469K ﹤0.01%
2,637
-403
-13% -$80.8K
VEGI icon
879
iShares MSCI Agriculture Producers ETF
VEGI
$148M
$468K ﹤0.01%
11,930
– –
WEX icon
880
WEX
WEX
$6.37B
$466K ﹤0.01%
2,961
-384
-11% -$63.5K
FE icon
881
FirstEnergy
FE
$28B
$466K ﹤0.01%
10,166
+2,812
+38% +$120K
UAL icon
882
United Airlines
UAL
$39.4B
$465K ﹤0.01%
4,821
+1,282
+36% +$123K
ALGN icon
883
Align Technology
ALGN
$12.1B
$463K ﹤0.01%
3,700
-145,297
-98% -$22.8M
SHLD icon
884
Global X Defense Tech ETF
SHLD
$7.05B
$461K ﹤0.01%
+6,560
New +$412K
SCHV
885
Schwab US Large-Cap Value ETF
SCHV
$15.7B
$460K ﹤0.01%
15,788
-49
-0.3% -$1.39K
CMS icon
886
CMS Energy
CMS
$22.6B
$458K ﹤0.01%
6,248
-1,157
-16% -$83.1K
P
887
Everpure Inc
P
$25.7B
$458K ﹤0.01%
5,460
+58
+1% +$3.86K
HEI icon
888
HEICO Corp
HEI
$49.8B
$456K ﹤0.01%
1,413
– –
ACM icon
889
Aecom
ACM
$9.3B
$456K ﹤0.01%
3,495
+2,593
+287% +$313K
AER icon
890
AerCap
AER
$23.7B
$455K ﹤0.01%
3,764
+1,338
+55% +$156K
QLD icon
891
ProShares Ultra QQQ
QLD
$12.7B
$454K ﹤0.01%
6,618
-14,720
-69% -$925K
PAR icon
892
PAR Technology
PAR
$699M
$452K ﹤0.01%
11,415
-5,701
-33% -$315K
CGW icon
893
Invesco S&P Global Water Index ETF
CGW
$1.05B
$452K ﹤0.01%
7,033
+94
+1% +$5.95K
RHI icon
894
Robert Half
RHI
$3.87B
$450K ﹤0.01%
13,250
-2,267
-15% -$85.1K
STXF
895
Strive 500 ETF
STXF
$1.12B
$450K ﹤0.01%
10,413
– –
ESGU icon
896
iShares ESG Aware MSCI USA ETF
ESGU
$17.9B
$450K ﹤0.01%
3,089
– –
EA icon
897
Electronic Arts
EA
$53B
$449K ﹤0.01%
2,227
+388
+21% +$64.2K
IMCB icon
898
iShares Morningstar Mid-Cap ETF
IMCB
$1.65B
$448K ﹤0.01%
5,394
-1,870
-26% -$153K
TBLU
899
Tortoise Global Water ETF
TBLU
$57M
$448K ﹤0.01%
8,400
– –
BNDX icon
900
Vanguard Total International Bond ETF
BNDX
$81.9B
$447K ﹤0.01%
9,047
-2,143
-19% -$106K
34 35
36
37 38

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.