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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
SPY icon
101
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$151M 0.26%
227,011
-2,960
-1% -$1.9M
VWO icon
102
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$148M 0.25%
2,737,361
-14,922
-0.5% -$769K
LHX icon
103
L3Harris
LHX
$55.9B
$144M 0.25%
470,662
-6,752
-1% -$1.85M
PH icon
104
Parker-Hannifin
PH
$125B
$143M 0.25%
189,055
-2,579
-1% -$1.9M
CSCO icon
105
Cisco
CSCO
$450B
$143M 0.25%
2,093,590
-4,609,317
-69% -$314M
JNJ icon
106
Johnson & Johnson
JNJ
$635B
$142M 0.24%
768,311
+824
+0.1% +$141K
ORCL icon
107
Oracle
ORCL
$331B
$140M 0.24%
497,488
-7,558
-1% -$1.92M
IBM icon
108
IBM
IBM
$202B
$140M 0.24%
495,792
+19,885
+4% +$5.2M
SHOP icon
109
Shopify
SHOP
$148B
$140M 0.24%
940,867
+177,937
+23% +$24.1M
BSX icon
110
Boston Scientific
BSX
$65.8B
$135M 0.23%
1,387,686
+9,670
+0.7% +$1M
MPLX icon
111
MPLX
MPLX
$59.5B
$134M 0.23%
2,688,090
-35,979
-1% -$1.82M
AXON
112
Axon Enterprise
AXON
$40.5B
$134M 0.23%
186,538
+38,966
+26% +$29.6M
EXE
113
Expand Energy Corp
EXE
$21.9B
$134M 0.23%
1,256,987
+1,126,363
+862% +$113M
IWB icon
114
iShares Russell 1000 ETF
IWB
$47.7B
$133M 0.23%
364,064
-4,168
-1% -$1.47M
AMP icon
115
Ameriprise Financial
AMP
$46.8B
$132M 0.23%
267,731
-1,701
-0.6% -$872K
GVI icon
116
iShares Intermediate Government/Credit Bond ETF
GVI
$3.72B
$127M 0.22%
1,177,859
+176,427
+18% +$18.8M
VTI icon
117
Vanguard Total Stock Market ETF
VTI
$654B
$124M 0.21%
379,055
+1,232
+0.3% +$389K
NET icon
118
Cloudflare
NET
$93B
$124M 0.21%
579,137
+41,095
+8% +$8.39M
ELV icon
119
Elevance Health
ELV
$81.9B
$124M 0.21%
383,300
-624,539
-62% -$194M
ALC icon
120
Alcon
ALC
$33.1B
$121M 0.21%
1,618,796
+319,431
+25% +$26.7M
EFA icon
121
iShares MSCI EAFE ETF
EFA
$76.4B
$119M 0.2%
1,272,311
+46,619
+4% +$4.24M
SE icon
122
Sea Limited
SE
$61.2B
$115M 0.2%
640,878
+635,321
+11,433% +$109M
CHKP icon
123
Check Point Software Technologies
CHKP
$13.3B
$113M 0.19%
546,808
+68,500
+14% +$13.8M
GS icon
124
Goldman Sachs
GS
$313B
$112M 0.19%
141,153
+547
+0.4% +$405K
NOW icon
125
ServiceNow
NOW
$102B
$111M 0.19%
603,600
+287,445
+91% +$53.7M
3 4
5
6 7

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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.