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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
XLC icon
1026
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
$290K ﹤0.01%
2,452
-766
-24% -$85.1K
PRFZ icon
1027
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.77B
$290K ﹤0.01%
6,390
– –
KRG icon
1028
Kite Realty
KRG
$5.81B
$287K ﹤0.01%
12,862
+3,944
+44% +$88K
BAX icon
1029
Baxter International
BAX
$13.5B
$287K ﹤0.01%
12,583
+1,378
+12% +$34.9K
NWE icon
1030
NorthWestern Energy
NWE
$4.23B
$286K ﹤0.01%
4,887
+141
+3% +$7.78K
BMO icon
1031
Bank of Montreal
BMO
$126B
$286K ﹤0.01%
2,194
+695
+46% +$82.3K
CFG icon
1032
Citizens Financial Group
CFG
$30.3B
$286K ﹤0.01%
5,374
+1,723
+47% +$85.8K
PWB icon
1033
Invesco Large Cap Growth ETF
PWB
$2.29B
$286K ﹤0.01%
2,277
– –
SNX icon
1034
TD Synnex
SNX
$20.4B
$285K ﹤0.01%
1,743
+6
+0.3% +$884
HHH icon
1035
Howard Hughes
HHH
$3.81B
$285K ﹤0.01%
3,466
– –
SBLK icon
1036
Star Bulk Carriers
SBLK
$3.21B
$281K ﹤0.01%
15,100
+7,500
+99% +$141K
EIPI
1037
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.07B
$280K ﹤0.01%
14,141
– –
HRL icon
1038
Hormel Foods
HRL
$13.8B
$280K ﹤0.01%
11,306
+863
+8% +$23.9K
USIG icon
1039
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$278K ﹤0.01%
5,332
+1,323
+33% +$68.3K
PTC icon
1040
PTC
PTC
$15.8B
$278K ﹤0.01%
1,368
+131
+11% +$26.7K
NEAR icon
1041
iShares Short Maturity Bond ETF
NEAR
$4.83B
$277K ﹤0.01%
5,402
-3,939
-42% -$201K
IYJ icon
1042
iShares US Industrials ETF
IYJ
$1.98B
$277K ﹤0.01%
1,899
-285
-13% -$41.3K
DISV icon
1043
Dimensional International Small Cap Value ETF
DISV
$4.95B
$276K ﹤0.01%
7,747
+1,874
+32% +$64.2K
SCHR
1044
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$276K ﹤0.01%
10,967
+10,274
+1,483% +$257K
BLDR icon
1045
Builders FirstSource
BLDR
$7.15B
$275K ﹤0.01%
2,272
+126
+6% +$16.7K
WH icon
1046
Wyndham Hotels & Resorts
WH
$5.56B
$273K ﹤0.01%
3,419
+589
+21% +$50.7K
COWZ icon
1047
Pacer US Cash Cows 100 ETF
COWZ
$18.8B
$273K ﹤0.01%
4,752
-1,280
-21% -$72.7K
JAZZ icon
1048
Jazz Pharmaceuticals
JAZZ
$15.9B
$273K ﹤0.01%
2,068
+5
+0.2% +$600
FTLS icon
1049
First Trust Long/Short Equity ETF
FTLS
$2.46B
$272K ﹤0.01%
3,887
+3,886
+388,600% +$262K
EXPD icon
1050
Expeditors International
EXPD
$22B
$272K ﹤0.01%
2,215
-435
-16% -$51.7K
40 41
42
43 44

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CWM
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VRS
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FAF
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BGIM
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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.