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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
RL icon
1251
Ralph Lauren
RL
$22.6B
$169K ﹤0.01%
540
+52
+11% +$15.5K
GNRC icon
1252
Generac Holdings
GNRC
$11.6B
$169K ﹤0.01%
1,010
+160
+19% +$28K
DUHP icon
1253
Dimensional US High Profitability ETF
DUHP
$12.2B
$168K ﹤0.01%
4,460
– –
SWKS icon
1254
Skyworks Solutions
SWKS
$9.37B
$168K ﹤0.01%
2,184
+88
+4% +$6.55K
EVLV icon
1255
Evolv Technologies
EVLV
$995M
$168K ﹤0.01%
22,233
– –
PLUS icon
1256
ePlus
PLUS
$2.42B
$168K ﹤0.01%
2,363
+64
+3% +$4.51K
BWA icon
1257
BorgWarner
BWA
$13.1B
$168K ﹤0.01%
3,811
+1,585
+71% +$63.3K
VNT icon
1258
Vontier
VNT
$4.52B
$167K ﹤0.01%
3,979
+1,498
+60% +$61.7K
AXS icon
1259
AXIS Capital
AXS
$7.68B
$167K ﹤0.01%
1,742
-565
-24% -$54.7K
AGI icon
1260
Alamos Gold
AGI
$11.6B
$167K ﹤0.01%
4,781
+2,307
+93% +$65.9K
XMLV icon
1261
Invesco S&P MidCap Low Volatility ETF
XMLV
$750M
$167K ﹤0.01%
2,620
-970
-27% -$60.8K
BIIB icon
1262
Biogen
BIIB
$30B
$167K ﹤0.01%
1,189
+89
+8% +$12K
LBRDA icon
1263
Liberty Broadband Class A
LBRDA
$4.89B
$166K ﹤0.01%
2,621
+547
+26% +$38.1K
ROKU icon
1264
Roku
ROKU
$21.5B
$166K ﹤0.01%
1,656
-267
-14% -$24.6K
TXT icon
1265
Textron
TXT
$14.7B
$166K ﹤0.01%
1,960
+868
+79% +$70.7K
TYG
1266
Tortoise Energy Infrastructure Corp
TYG
$1.09B
$165K ﹤0.01%
3,826
+921
+32% +$39.5K
SPXC icon
1267
SPX Corp
SPXC
$11B
$164K ﹤0.01%
879
+697
+383% +$129K
WU icon
1268
Western Union
WU
$1.98B
$164K ﹤0.01%
20,540
– –
NWSA icon
1269
News Corp Class A
NWSA
$14.9B
$163K ﹤0.01%
5,307
+3,212
+153% +$95.2K
FMDE icon
1270
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.72B
$163K ﹤0.01%
4,508
+8
+0.2% +$283
HAL icon
1271
Halliburton
HAL
$26.9B
$162K ﹤0.01%
6,588
-43
-0.6% -$951
CTSO icon
1272
Cytosorbents Corp
CTSO
$22.7M
$161K ﹤0.01%
172,649
– –
PK icon
1273
Park Hotels & Resorts
PK
$3.03B
$161K ﹤0.01%
14,553
+5,856
+67% +$65.8K
SOXX icon
1274
iShares Semiconductor ETF
SOXX
$41.7B
$161K ﹤0.01%
593
-43
-7% -$10.7K
EOI
1275
Eaton Vance Enhanced Equity Income Fund
EOI
$811M
$161K ﹤0.01%
7,650
– –
49 50
51
52 53

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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.