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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
VGSH icon
951
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$374K ﹤0.01%
6,354
+67
+1% +$3.93K
IDU icon
952
iShares US Utilities ETF
IDU
$1.35B
$373K ﹤0.01%
3,367
-437
-11% -$47.1K
HGER icon
953
Harbor Commodity All-Weather Strategy ETF
HGER
$3.79B
$372K ﹤0.01%
14,430
+5,278
+58% +$131K
VTWO icon
954
Vanguard Russell 2000 ETF
VTWO
$17.3B
$372K ﹤0.01%
3,800
-32
-0.8% -$2.97K
ACI icon
955
Albertsons Companies
ACI
$5.62B
$370K ﹤0.01%
21,121
+13,654
+183% +$268K
IDEV icon
956
iShares Core MSCI International Developed Markets ETF
IDEV
$31.7B
$369K ﹤0.01%
4,601
+4,384
+2,020% +$341K
EBAY icon
957
eBay
EBAY
$50.6B
$366K ﹤0.01%
4,021
+1,137
+39% +$101K
IDA icon
958
Idacorp
IDA
$8.27B
$365K ﹤0.01%
2,763
+73
+3% +$9.04K
VAMO icon
959
Cambria Value and Momentum ETF
VAMO
$109M
$364K ﹤0.01%
10,904
+7,151
+191% +$226K
BTC
960
Grayscale Bitcoin Mini Trust ETF
BTC
$3.33B
$364K ﹤0.01%
7,190
-1,844
-20% -$93.5K
CNC icon
961
Centene
CNC
$30.7B
$363K ﹤0.01%
10,172
+2,024
+25% +$61.1K
ARKK icon
962
ARK Innovation ETF
ARKK
$5.66B
$363K ﹤0.01%
4,203
-29
-0.7% -$2.22K
ATO icon
963
Atmos Energy
ATO
$28.8B
$361K ﹤0.01%
2,115
-247
-10% -$39.9K
IPST
964
IP Strategy Holdings
IPST
$1.56M
$361K ﹤0.01%
+1,100
New +$230K
EPAM icon
965
EPAM Systems
EPAM
$5.51B
$358K ﹤0.01%
2,374
-55
-2% -$9.03K
ONB icon
966
Old National Bancorp
ONB
$10.2B
$355K ﹤0.01%
16,160
-1,371
-8% -$30.3K
PKW icon
967
Invesco BuyBack Achievers ETF
PKW
$1.72B
$352K ﹤0.01%
2,656
– –
PCTY icon
968
Paylocity
PCTY
$7.38B
$352K ﹤0.01%
2,208
-82
-4% -$14.5K
LABU icon
969
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$506M
$351K ﹤0.01%
+3,750
New +$265K
IMRX icon
970
Immuneering
IMRX
$267M
$350K ﹤0.01%
50,051
+35,051
+234% +$182K
DVA icon
971
DaVita
DVA
$15.4B
$349K ﹤0.01%
2,628
+432
+20% +$59.3K
BBY icon
972
Best Buy
BBY
$18.2B
$346K ﹤0.01%
4,581
-4,963
-52% -$356K
DON icon
973
WisdomTree US MidCap Dividend Fund
DON
$4.03B
$345K ﹤0.01%
6,593
+1,502
+30% +$77.8K
WTV icon
974
WisdomTree US Value Fund
WTV
$3.2B
$343K ﹤0.01%
3,774
– –
CTRA
975
DELISTED
Coterra Energy
CTRA
$343K ﹤0.01%
14,504
-497
-3% -$12K
37 38
39
40 41

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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.