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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
PIPR icon
1051
Piper Sandler
PIPR
$5.12B
$271K ﹤0.01%
3,124
-984
-24% -$80.2K
VRP icon
1052
Invesco Variable Rate Preferred ETF
VRP
$2.98B
$271K ﹤0.01%
10,970
+1,600
+17% +$39.3K
CWB icon
1053
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.6B
$271K ﹤0.01%
2,992
-25
-0.8% -$2.15K
SF
1054
Stifel
SF
$12.6B
$271K ﹤0.01%
3,576
+69
+2% +$5.17K
AVUV icon
1055
Avantis US Small Cap Value ETF
AVUV
$30.3B
$270K ﹤0.01%
2,712
+76
+3% +$7.35K
RBRK icon
1056
Rubrik
RBRK
$14.9B
$270K ﹤0.01%
3,281
+5
+0.2% +$430
BMI icon
1057
Badger Meter
BMI
$3.89B
$269K ﹤0.01%
1,508
+11
+0.7% +$2.16K
IRT icon
1058
Independence Realty Trust
IRT
$3.92B
$269K ﹤0.01%
16,405
+4,815
+42% +$83.4K
VOX icon
1059
Vanguard Communication Services ETF
VOX
$5.59B
$269K ﹤0.01%
1,432
-44
-3% -$7.86K
KCE icon
1060
State Street SPDR S&P Capital Markets ETF
KCE
$456M
$269K ﹤0.01%
1,758
+4
+0.2% +$613
IXUS icon
1061
iShares Core MSCI Total International Stock ETF
IXUS
$58.3B
$268K ﹤0.01%
3,246
+528
+19% +$42K
SCHM icon
1062
Schwab US Mid-Cap ETF
SCHM
$14.5B
$266K ﹤0.01%
8,984
-102
-1% -$2.97K
MTCH icon
1063
Match Group
MTCH
$9.19B
$266K ﹤0.01%
7,530
-1,164
-13% -$41.5K
TOLZ icon
1064
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$176M
$265K ﹤0.01%
4,888
-1,321
-21% -$70.7K
AES icon
1065
AES
AES
$10.5B
$264K ﹤0.01%
20,083
+5,834
+41% +$75.8K
MTN icon
1066
Vail Resorts
MTN
$5.32B
$263K ﹤0.01%
1,761
+334
+23% +$51.8K
SWK icon
1067
Stanley Black & Decker
SWK
$14.3B
$263K ﹤0.01%
3,537
+709
+25% +$52K
VMBS icon
1068
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$263K ﹤0.01%
5,594
+2,860
+105% +$133K
ARCB icon
1069
ArcBest
ARCB
$3.23B
$262K ﹤0.01%
3,749
+1,062
+40% +$79.9K
XMHQ icon
1070
Invesco S&P MidCap Quality ETF
XMHQ
$5.47B
$261K ﹤0.01%
2,487
-875
-26% -$90.1K
VPL icon
1071
Vanguard FTSE Pacific ETF
VPL
$8.08B
$260K ﹤0.01%
2,956
+272
+10% +$23.2K
SON icon
1072
Sonoco
SON
$5.57B
$259K ﹤0.01%
6,006
+304
+5% +$14K
SHYG icon
1073
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
$259K ﹤0.01%
5,974
+2,470
+70% +$106K
FNV icon
1074
Franco-Nevada
FNV
$41.1B
$258K ﹤0.01%
1,159
– –
EVTR icon
1075
Eaton Vance Total Return Bond ETF
EVTR
$5.61B
$258K ﹤0.01%
5,018
-7
-0.1% -$358
41 42
43
44 45

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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.