We are live on ! Find out more
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
RCAT icon
1126
Red Cat Holdings
RCAT
$1.15B
$228K ﹤0.01%
22,000
+4,000
+22% +$37.4K
ITT icon
1127
ITT
ITT
$17.5B
$227K ﹤0.01%
1,269
+398
+46% +$66.8K
SDOG icon
1128
ALPS Sector Dividend Dogs ETF
SDOG
$1.4B
$226K ﹤0.01%
3,760
– –
CHDN icon
1129
Churchill Downs
CHDN
$5.88B
$226K ﹤0.01%
2,332
+4
+0.2% +$411
GSK icon
1130
GSK
GSK
$104B
$226K ﹤0.01%
5,234
+1,075
+26% +$42K
CATH icon
1131
Global X S&P 500 Catholic Values ETF
CATH
$1.28B
$226K ﹤0.01%
2,786
– –
FELV icon
1132
Fidelity Enhanced Large Cap Value ETF
FELV
$3.27B
$226K ﹤0.01%
6,734
-2,525
-27% -$82.3K
FXI icon
1133
iShares China Large-Cap ETF
FXI
$4.37B
$226K ﹤0.01%
5,482
+710
+15% +$27.4K
ALLE icon
1134
Allegion
ALLE
$13.4B
$225K ﹤0.01%
1,266
-201
-14% -$33.2K
CNP icon
1135
CenterPoint Energy
CNP
$27.7B
$224K ﹤0.01%
5,784
+1,686
+41% +$63.7K
WEN icon
1136
Wendy's
WEN
$1.4B
$223K ﹤0.01%
24,394
+2,205
+10% +$22.6K
PSA icon
1137
Public Storage
PSA
$60.5B
$223K ﹤0.01%
773
+60
+8% +$17.2K
KEY icon
1138
KeyCorp
KEY
$24.2B
$223K ﹤0.01%
11,921
-995
-8% -$18.4K
TRC icon
1139
Tejon Ranch
TRC
$457M
$223K ﹤0.01%
13,924
+72
+0.5% +$1.25K
ACWV icon
1140
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.32B
$221K ﹤0.01%
1,842
+1,161
+170% +$138K
EFG icon
1141
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$220K ﹤0.01%
1,930
+600
+45% +$66.9K
CLMT icon
1142
Calumet Specialty Products
CLMT
$3.85B
$219K ﹤0.01%
12,000
– –
VIS icon
1143
Vanguard Industrials ETF
VIS
$8.1B
$219K ﹤0.01%
738
+180
+32% +$52.2K
DES icon
1144
WisdomTree US SmallCap Dividend Fund
DES
$2.18B
$218K ﹤0.01%
6,485
– –
ING icon
1145
ING
ING
$99.8B
$218K ﹤0.01%
8,373
+1,865
+29% +$44.9K
OLED icon
1146
Universal Display
OLED
$3.68B
$218K ﹤0.01%
1,518
-108
-7% -$15.7K
KNF icon
1147
Knife River
KNF
$4.15B
$218K ﹤0.01%
2,835
+863
+44% +$70.5K
INDB icon
1148
Independent Bank
INDB
$3.99B
$218K ﹤0.01%
3,150
-325
-9% -$22.1K
NAMS icon
1149
NewAmsterdam Pharma
NAMS
$3.25B
$217K ﹤0.01%
7,640
– –
HSIC icon
1150
Henry Schein
HSIC
$9.77B
$216K ﹤0.01%
3,260
+1,812
+125% +$125K
44 45
46
47 48

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.