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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
DLY
1201
DoubleLine Yield Opportunities Fund
DLY
$682M
$193K ﹤0.01%
12,815
– –
AWRE icon
1202
Aware
AWRE
$26M
$193K ﹤0.01%
80,000
+10,000
+14% +$23.6K
REVG
1203
DELISTED
REV Group
REVG
$193K ﹤0.01%
3,401
+95
+3% +$5.04K
IMO icon
1204
Imperial Oil
IMO
$62.7B
$192K ﹤0.01%
2,120
+1,874
+762% +$162K
CYTK icon
1205
Cytokinetics
CYTK
$10.5B
$191K ﹤0.01%
3,484
+261
+8% +$10.8K
ARM icon
1206
Arm
ARM
$256B
$191K ﹤0.01%
1,350
+71
+6% +$10.3K
OSIS icon
1207
OSI Systems
OSIS
$3.65B
$191K ﹤0.01%
766
+8
+1% +$1.83K
EPR icon
1208
EPR Properties
EPR
$4.76B
$190K ﹤0.01%
3,279
+1,088
+50% +$61.1K
BROS icon
1209
Dutch Bros
BROS
$9.03B
$190K ﹤0.01%
3,634
-1,976
-35% -$125K
LW icon
1210
Lamb Weston
LW
$7.22B
$190K ﹤0.01%
3,275
+1,071
+49% +$58.5K
SLDB icon
1211
Solid Biosciences
SLDB
$794M
$189K ﹤0.01%
30,600
– –
GLTR icon
1212
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.47B
$188K ﹤0.01%
1,136
+860
+312% +$126K
OCFC icon
1213
OceanFirst Financial
OCFC
$1.68B
$188K ﹤0.01%
10,691
+305
+3% +$5.45K
ABG icon
1214
Asbury Automotive
ABG
$4.31B
$188K ﹤0.01%
768
+20
+3% +$4.86K
SWX icon
1215
Southwest Gas
SWX
$6.47B
$187K ﹤0.01%
2,388
-42
-2% -$3.27K
BCO icon
1216
Brink's
BCO
$4.88B
$187K ﹤0.01%
1,598
+324
+25% +$33.9K
CUZ icon
1217
Cousins Properties
CUZ
$5.19B
$186K ﹤0.01%
6,436
+139
+2% +$3.95K
DFEM icon
1218
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.81B
$185K ﹤0.01%
5,769
– –
REG icon
1219
Regency Centers
REG
$14.7B
$185K ﹤0.01%
2,538
+1,931
+318% +$138K
NUV icon
1220
Nuveen Municipal Value Fund
NUV
$1.92B
$185K ﹤0.01%
20,564
-9,700
-32% -$84.5K
EIS icon
1221
iShares MSCI Israel ETF
EIS
$889M
$185K ﹤0.01%
1,840
– –
XT icon
1222
iShares Future Exponential Technologies ETF
XT
$3.82B
$184K ﹤0.01%
2,563
-951
-27% -$64.4K
FLO icon
1223
Flowers Foods
FLO
$1.49B
$183K ﹤0.01%
14,061
-304
-2% -$4.61K
AA icon
1224
Alcoa
AA
$11.9B
$182K ﹤0.01%
5,543
+874
+19% +$27.2K
EVR icon
1225
Evercore
EVR
$12.4B
$182K ﹤0.01%
539
+140
+35% +$43.9K
47 48
49
50 51

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CWM
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VRS
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FAF
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BGIM
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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.