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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
VOOG icon
1076
Vanguard S&P 500 Growth ETF
VOOG
$25.9B
$258K ﹤0.01%
3,558
+66
+2% +$4.56K
PSKY
1077
Paramount Skydance Corp
PSKY
$8.91B
$257K ﹤0.01%
+13,569
New +$215K
HRI icon
1078
Herc Holdings
HRI
$5.02B
$256K ﹤0.01%
2,191
+445
+25% +$57.4K
GMF icon
1079
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$425M
$254K ﹤0.01%
1,830
– –
KRE icon
1080
State Street SPDR S&P Regional Banking ETF
KRE
$4.5B
$253K ﹤0.01%
4,000
-1,600
-29% -$101K
SUI icon
1081
Sun Communities
SUI
$15.2B
$252K ﹤0.01%
1,956
+1,495
+324% +$189K
DFUS
1082
Dimensional US Equity ETF
DFUS
$20.8B
$252K ﹤0.01%
3,474
-316
-8% -$22K
EXEL icon
1083
Exelixis
EXEL
$13.3B
$250K ﹤0.01%
6,065
+508
+9% +$20.4K
BUFR icon
1084
FT Vest Fund of Buffer ETFs
BUFR
$10.1B
$250K ﹤0.01%
+7,470
New +$244K
BKH icon
1085
Black Hills Corp
BKH
$5.42B
$249K ﹤0.01%
4,044
– –
PTLC icon
1086
Pacer Trendpilot US Large Cap ETF
PTLC
$3.26B
$249K ﹤0.01%
4,543
– –
EL icon
1087
Estee Lauder
EL
$30.4B
$248K ﹤0.01%
2,817
+812
+40% +$72.3K
POWL icon
1088
Powell Industries
POWL
$7.6B
$248K ﹤0.01%
2,442
-2,253
-48% -$191K
WOMN icon
1089
Impact Shares Womens Empowerment ETF Trading
WOMN
$57.3M
$248K ﹤0.01%
6,089
– –
KIM icon
1090
Kimco Realty
KIM
$17.2B
$248K ﹤0.01%
11,328
+3,787
+50% +$82.3K
EMHY icon
1091
iShares JPMorgan EM High Yield Bond ETF
EMHY
$620M
$247K ﹤0.01%
6,223
+115
+2% +$4.53K
OBDC icon
1092
Blue Owl Capital
OBDC
$5.34B
$246K ﹤0.01%
19,250
+176
+0.9% +$2.51K
HSBC icon
1093
HSBC
HSBC
$365B
$246K ﹤0.01%
3,460
+3,233
+1,424% +$210K
ASO icon
1094
Academy Sports + Outdoors
ASO
$2.94B
$245K ﹤0.01%
4,907
-106
-2% -$5.41K
TBLL icon
1095
Invesco Short Term Treasury ETF
TBLL
$2.61B
$245K ﹤0.01%
2,318
– –
ETV
1096
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.71B
$245K ﹤0.01%
17,162
– –
SEI
1097
Solaris Energy Infrastructure
SEI
$3.15B
$244K ﹤0.01%
+6,110
New +$191K
VTRS icon
1098
Viatris
VTRS
$20.4B
$242K ﹤0.01%
24,456
+2,210
+10% +$21.5K
FERG icon
1099
Ferguson
FERG
$45.4B
$241K ﹤0.01%
1,075
+79
+8% +$17.9K
CASY icon
1100
Casey's General Stores
CASY
$32.2B
$241K ﹤0.01%
426
+246
+137% +$129K
42 43
44
45 46

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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.