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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
SPXT icon
1101
ProShares S&P 500 ex-Technology ETF
SPXT
$278M
$240K ﹤0.01%
2,384
– –
NPO icon
1102
Enpro
NPO
$6.63B
$240K ﹤0.01%
1,063
+61
+6% +$13.2K
NTR icon
1103
Nutrien
NTR
$33.2B
$240K ﹤0.01%
4,084
-320
-7% -$18.7K
KHC icon
1104
Kraft Heinz
KHC
$30.7B
$239K ﹤0.01%
9,183
+3,047
+50% +$82.8K
RSPG icon
1105
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$563M
$239K ﹤0.01%
3,000
– –
RGLD icon
1106
Royal Gold
RGLD
$16.8B
$239K ﹤0.01%
1,189
+650
+121% +$112K
NTES icon
1107
NetEase
NTES
$85.3B
$238K ﹤0.01%
1,566
-52
-3% -$7.16K
EXAS
1108
DELISTED
Exact Sciences
EXAS
$237K ﹤0.01%
4,333
+1,399
+48% +$69.9K
GTES icon
1109
Gates Industrial Corporation Ltd.
GTES
$7.08B
$237K ﹤0.01%
9,551
+282
+3% +$7K
ELF icon
1110
e.l.f. Beauty
ELF
$4.89B
$237K ﹤0.01%
1,786
-423
-19% -$52.2K
PXH icon
1111
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.94B
$236K ﹤0.01%
9,279
+1
+0% +$24
QYLD icon
1112
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.11B
$236K ﹤0.01%
13,866
-6,178
-31% -$104K
CWK icon
1113
Cushman & Wakefield Ltd
CWK
$3.14B
$236K ﹤0.01%
14,810
-8,529
-37% -$120K
IBDR icon
1114
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.44B
$236K ﹤0.01%
9,696
+5
+0.1% +$121
NCLH icon
1115
Norwegian Cruise Line
NCLH
$8.51B
$234K ﹤0.01%
9,507
+3,165
+50% +$76.9K
MAC icon
1116
Macerich
MAC
$7.33B
$234K ﹤0.01%
12,858
+3,456
+37% +$59.8K
TOST icon
1117
Toast
TOST
$18.7B
$234K ﹤0.01%
6,408
-499
-7% -$21.7K
TD icon
1118
Toronto Dominion Bank
TD
$198B
$233K ﹤0.01%
2,912
+134
+5% +$10.1K
CXT icon
1119
Crane NXT
CXT
$2.99B
$233K ﹤0.01%
3,472
+206
+6% +$12.3K
IPG
1120
DELISTED
Interpublic Group of Companies
IPG
$232K ﹤0.01%
8,324
+2,795
+51% +$72.1K
IONQ icon
1121
IonQ
IONQ
$13.6B
$231K ﹤0.01%
3,763
+746
+25% +$35.1K
FTCS icon
1122
First Trust Capital Strength ETF
FTCS
$7.91B
$231K ﹤0.01%
2,471
+1,575
+176% +$145K
EWA icon
1123
iShares MSCI Australia ETF
EWA
$1.39B
$230K ﹤0.01%
8,500
– –
IWC icon
1124
iShares Micro-Cap ETF
IWC
$1.44B
$229K ﹤0.01%
1,536
– –
FLS icon
1125
Flowserve
FLS
$9.71B
$228K ﹤0.01%
4,299
+995
+30% +$54K
43 44
45
46 47

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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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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.