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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
AUR icon
1151
Aurora
AUR
$12.6B
$215K ﹤0.01%
39,880
-21,021
-35% -$123K
SCHI icon
1152
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
$215K ﹤0.01%
9,295
+8,471
+1,028% +$193K
KWEB icon
1153
KraneShares CSI China Internet ETF
KWEB
$5.64B
$214K ﹤0.01%
5,096
+796
+19% +$29.9K
GAM
1154
General American Investors Company
GAM
$1.56B
$214K ﹤0.01%
3,439
– –
CNX icon
1155
CNX Resources
CNX
$5.3B
$213K ﹤0.01%
6,634
-70
-1% -$2.15K
HALO icon
1156
Halozyme
HALO
$9.79B
$212K ﹤0.01%
2,891
+329
+13% +$21.9K
PPA icon
1157
Invesco Aerospace & Defense ETF
PPA
$8.24B
$211K ﹤0.01%
1,359
+2
+0.1% +$294
SURG icon
1158
SurgePays
SURG
$5.48M
$211K ﹤0.01%
+75,000
New +$213K
IEI icon
1159
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$209K ﹤0.01%
1,745
+1,293
+286% +$154K
SCHH icon
1160
Schwab US REIT ETF
SCHH
$11.5B
$208K ﹤0.01%
9,666
-344
-3% -$7.34K
BDC icon
1161
Belden
BDC
$4.85B
$208K ﹤0.01%
1,730
– –
ARTY
1162
iShares Future AI & Tech ETF
ARTY
$3.49B
$208K ﹤0.01%
4,543
+1,825
+67% +$78.4K
EXPE icon
1163
Expedia Group
EXPE
$35.4B
$208K ﹤0.01%
973
+528
+119% +$106K
PI icon
1164
Impinj
PI
$4.62B
$208K ﹤0.01%
1,150
-700
-38% -$110K
STAG icon
1165
STAG Industrial
STAG
$7.38B
$206K ﹤0.01%
5,841
+1,511
+35% +$53.9K
BY icon
1166
Byline Bancorp
BY
$1.78B
$206K ﹤0.01%
7,412
-676
-8% -$18.9K
VNO icon
1167
Vornado Realty Trust
VNO
$7.41B
$205K ﹤0.01%
5,064
+10
+0.2% +$390
IVLU icon
1168
iShares MSCI Intl Value Factor ETF
IVLU
$4.42B
$205K ﹤0.01%
5,777
+3,685
+176% +$127K
RIO icon
1169
Rio Tinto
RIO
$158B
$205K ﹤0.01%
3,103
-93
-3% -$5.75K
IJUL icon
1170
Innovator International Developed Power Buffer ETF July
IJUL
$243M
$205K ﹤0.01%
+6,264
New +$202K
MP icon
1171
MP Materials
MP
$7.36B
$204K ﹤0.01%
3,042
+286
+10% +$18K
SNY icon
1172
Sanofi
SNY
$103B
$204K ﹤0.01%
4,318
-455
-10% -$22K
PJP icon
1173
Invesco Pharmaceuticals ETF
PJP
$442M
$203K ﹤0.01%
2,200
– –
EJUL icon
1174
Innovator Emerging Markets Power Buffer ETF July
EJUL
$178M
$203K ﹤0.01%
+7,028
New +$198K
STLD icon
1175
Steel Dynamics
STLD
$36B
$203K ﹤0.01%
1,456
-121
-8% -$15.9K
45 46
47
48 49

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CWM
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FAF
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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.