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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
UEC icon
1301
Uranium Energy
UEC
$4.75B
$152K ﹤0.01%
11,357
+9,957
+711% +$99.6K
TLTD icon
1302
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$668M
$151K ﹤0.01%
1,706
– –
VIGI icon
1303
Vanguard International Dividend Appreciation ETF
VIGI
$9.08B
$150K ﹤0.01%
1,677
+1,418
+547% +$126K
IXN icon
1304
iShares Global Tech ETF
IXN
$8.32B
$150K ﹤0.01%
1,449
+201
+16% +$19.4K
XLB icon
1305
State Street Materials Select Sector SPDR ETF
XLB
$8.5B
$149K ﹤0.01%
3,330
-348
-9% -$15.7K
CIVI
1306
DELISTED
Civitas Resources
CIVI
$149K ﹤0.01%
4,588
-2,569
-36% -$82.2K
NYT icon
1307
New York Times
NYT
$12.1B
$149K ﹤0.01%
2,595
+950
+58% +$54.2K
EEFT icon
1308
Euronet Worldwide
EEFT
$2.72B
$148K ﹤0.01%
1,686
-30
-2% -$2.88K
VGIT icon
1309
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$148K ﹤0.01%
2,466
-114
-4% -$6.81K
WHR icon
1310
Whirlpool
WHR
$2.43B
$148K ﹤0.01%
1,882
-114
-6% -$10.5K
FWONA icon
1311
Liberty Media Series A
FWONA
$22.5B
$148K ﹤0.01%
1,550
+478
+45% +$43.7K
MGY icon
1312
Magnolia Oil & Gas
MGY
$6.09B
$147K ﹤0.01%
6,174
+173
+3% +$4.13K
HBM icon
1313
Hudbay
HBM
$10.1B
$147K ﹤0.01%
9,714
+2,215
+30% +$25.4K
EWBC icon
1314
East-West Bancorp
EWBC
$17.9B
$147K ﹤0.01%
1,378
+471
+52% +$49.6K
BURL icon
1315
Burlington
BURL
$23.2B
$147K ﹤0.01%
576
-121
-17% -$32.9K
CGC
1316
Canopy Growth
CGC
$387M
$146K ﹤0.01%
100,032
+99,753
+35,754% +$130K
FDIS icon
1317
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.68B
$146K ﹤0.01%
1,417
+1,294
+1,052% +$128K
IGM icon
1318
iShares Expanded Tech Sector ETF
IGM
$10B
$146K ﹤0.01%
1,157
+89
+8% +$10.5K
CR icon
1319
Crane Co
CR
$12.3B
$145K ﹤0.01%
790
-20
-2% -$3.77K
PDD icon
1320
Pinduoduo
PDD
$126B
$144K ﹤0.01%
1,092
-244
-18% -$28.9K
AEIS icon
1321
Advanced Energy
AEIS
$11.6B
$144K ﹤0.01%
848
+847
+84,700% +$128K
RSPS icon
1322
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$248M
$144K ﹤0.01%
4,935
+1,435
+41% +$43.5K
IFF icon
1323
International Flavors & Fragrances
IFF
$20.2B
$144K ﹤0.01%
2,340
-137
-6% -$9.41K
RELX icon
1324
RELX
RELX
$61.8B
$144K ﹤0.01%
3,015
+1,446
+92% +$71.5K
PPLT
1325
abrdn Physical Platinum Shares ETF
PPLT
$1.88B
$143K ﹤0.01%
10,000
+3,000
+43% +$37.9K
51 52
53
54 55

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CWM
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VRS
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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.