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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
BIL icon
1001
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$315K ﹤0.01%
3,430
-2,137
-38% -$196K
FCOM icon
1002
Fidelity MSCI Communication Services Index ETF
FCOM
$1.77B
$314K ﹤0.01%
4,431
+4,367
+6,823% +$295K
LITE icon
1003
Lumentum
LITE
$55.5B
$312K ﹤0.01%
1,918
+947
+98% +$118K
TRI icon
1004
Thomson Reuters
TRI
$42.8B
$312K ﹤0.01%
1,978
+449
+29% +$83.8K
ZETA icon
1005
Zeta Global
ZETA
$5.38B
$311K ﹤0.01%
15,665
-8
-0.1% -$144
RDVY icon
1006
First Trust Rising Dividend Achievers ETF
RDVY
$24.7B
$311K ﹤0.01%
4,628
+287
+7% +$18.6K
TM icon
1007
Toyota
TM
$224B
$309K ﹤0.01%
1,615
+13
+0.8% +$2.45K
AVB icon
1008
AvalonBay Communities
AVB
$26.5B
$309K ﹤0.01%
1,597
-26
-2% -$5.06K
IP icon
1009
International Paper
IP
$21.6B
$308K ﹤0.01%
6,639
+437
+7% +$21.3K
AEG icon
1010
Aegon
AEG
$14B
$308K ﹤0.01%
38,532
-2,000
-5% -$14.9K
GHM icon
1011
Graham Corp
GHM
$1.12B
$307K ﹤0.01%
5,600
– –
BOTZ icon
1012
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.28B
$304K ﹤0.01%
8,591
+1,329
+18% +$44.8K
GNR icon
1013
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.79B
$303K ﹤0.01%
5,117
+1,110
+28% +$63.1K
CZR icon
1014
Caesars Entertainment
CZR
$6.06B
$301K ﹤0.01%
11,144
-1,282
-10% -$34.7K
DTD icon
1015
WisdomTree US Total Dividend Fund
DTD
$1.65B
$300K ﹤0.01%
3,568
+2,606
+271% +$214K
MOD icon
1016
Modine Manufacturing
MOD
$10.7B
$299K ﹤0.01%
2,105
-539
-20% -$68.6K
UTHR icon
1017
United Therapeutics
UTHR
$25.8B
$299K ﹤0.01%
713
+284
+66% +$95.5K
IDCC icon
1018
InterDigital
IDCC
$7.87B
$297K ﹤0.01%
860
+122
+17% +$33.1K
SHAK icon
1019
Shake Shack
SHAK
$2.53B
$296K ﹤0.01%
3,165
+1,585
+100% +$182K
HYD icon
1020
VanEck High Yield Muni ETF
HYD
$4.43B
$296K ﹤0.01%
5,819
-695
-11% -$34.6K
GBDC icon
1021
Golub Capital BDC
GBDC
$3.34B
$295K ﹤0.01%
21,573
+576
+3% +$8.48K
EXPO icon
1022
Exponent
EXPO
$3.24B
$295K ﹤0.01%
4,241
+41
+1% +$2.93K
IYF icon
1023
iShares US Financials ETF
IYF
$4.67B
$295K ﹤0.01%
2,326
– –
MLPX icon
1024
Global X MLP & Energy Infrastructure ETF
MLPX
$3.61B
$293K ﹤0.01%
4,675
+4,507
+2,683% +$276K
WDIV icon
1025
State Street SPDR S&P Global Dividend ETF
WDIV
$277M
$291K ﹤0.01%
3,999
– –
39 40
41
42 43

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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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PPFA
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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.