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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
SMLV icon
1226
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$258M
$182K ﹤0.01%
1,400
– –
MAIN icon
1227
Main Street Capital
MAIN
$5.06B
$181K ﹤0.01%
2,847
– –
HAS icon
1228
Hasbro
HAS
$13.2B
$178K ﹤0.01%
2,351
-758
-24% -$58.8K
WYNN icon
1229
Wynn Resorts
WYNN
$10.3B
$178K ﹤0.01%
1,384
+489
+55% +$56.4K
EAT icon
1230
Brinker International
EAT
$9.17B
$177K ﹤0.01%
1,394
+1,079
+343% +$168K
RGA icon
1231
Reinsurance Group of America
RGA
$15.5B
$176K ﹤0.01%
918
-241
-21% -$46.1K
PSMT icon
1232
Pricesmart
PSMT
$5.98B
$176K ﹤0.01%
1,454
-556
-28% -$61.5K
SCHC icon
1233
Schwab International Small-Cap Equity ETF
SCHC
$5.39B
$176K ﹤0.01%
3,858
-1,022
-21% -$44.9K
VPU
1234
Vanguard Utilities ETF
VPU
$8.46B
$175K ﹤0.01%
926
+193
+26% +$35.4K
CNH
1235
CNH Industrial
CNH
$12.7B
$175K ﹤0.01%
16,149
+43
+0.3% +$525
USRT icon
1236
iShares Core US REIT ETF
USRT
$4.62B
$175K ﹤0.01%
2,983
+20
+0.7% +$1.15K
AVDV icon
1237
Avantis International Small Cap Value ETF
AVDV
$19B
$175K ﹤0.01%
1,964
– –
TSPA icon
1238
T. Rowe Price US Equity Research ETF
TSPA
$4.21B
$175K ﹤0.01%
4,172
– –
ESLT icon
1239
Elbit Systems
ESLT
$37.9B
$175K ﹤0.01%
343
+224
+188% +$105K
HXL icon
1240
Hexcel
HXL
$7.79B
$174K ﹤0.01%
2,783
+493
+22% +$30.3K
PEO
1241
Adams Natural Resources Fund
PEO
$739M
$174K ﹤0.01%
8,091
– –
PRM icon
1242
Perimeter Solutions
PRM
$4.99B
$174K ﹤0.01%
7,750
+6,250
+417% +$118K
BG icon
1243
Bunge Global
BG
$20.4B
$173K ﹤0.01%
2,135
-34
-2% -$2.73K
UPRO icon
1244
ProShares UltraPro S&P 500
UPRO
$5.23B
$173K ﹤0.01%
1,551
+1
+0.1% +$101
PBF icon
1245
PBF Energy
PBF
$8.57B
$172K ﹤0.01%
5,716
+149
+3% +$3.9K
JEPQ icon
1246
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.3B
$172K ﹤0.01%
2,988
-127
-4% -$7.05K
BTCO icon
1247
Invesco Galaxy Bitcoin ETF
BTCO
$422M
$171K ﹤0.01%
1,500
– –
ABCB icon
1248
Ameris Bancorp
ABCB
$5.85B
$170K ﹤0.01%
2,325
+104
+5% +$7.32K
RAL
1249
Ralliant Corp
RAL
$7.23B
$170K ﹤0.01%
3,896
-721
-16% -$32.1K
SSO icon
1250
ProShares Ultra S&P500
SSO
$7.87B
$170K ﹤0.01%
3,026
-1,774
-37% -$92.6K
48 49
50
51 52

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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.