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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
RITM icon
1326
Rithm Capital
RITM
$5.52B
$143K ﹤0.01%
12,527
+3,307
+36% +$40.1K
GLIBK
1327
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$925M
$142K ﹤0.01%
+3,811
New +$134K
CGGO icon
1328
Capital Group Global Growth Equity ETF
CGGO
$11.4B
$142K ﹤0.01%
+4,155
New +$136K
KBH icon
1329
KB Home
KBH
$3.37B
$142K ﹤0.01%
2,228
+977
+78% +$59.1K
CG icon
1330
Carlyle Group
CG
$16.6B
$141K ﹤0.01%
2,254
+1,054
+88% +$65.8K
EFAV icon
1331
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.34B
$141K ﹤0.01%
1,665
+351
+27% +$29.6K
SGDM icon
1332
Sprott Gold Miners ETF
SGDM
$547M
$141K ﹤0.01%
2,278
+1,300
+133% +$66.1K
QTUM icon
1333
Defiance Quantum ETF
QTUM
$5.23B
$141K ﹤0.01%
1,342
+687
+105% +$65.8K
ZBRA icon
1334
Zebra Technologies
ZBRA
$14B
$140K ﹤0.01%
472
-228
-33% -$72.8K
DORM icon
1335
Dorman Products
DORM
$3.98B
$140K ﹤0.01%
898
+393
+78% +$56.4K
XYLD icon
1336
Global X S&P 500 Covered Call ETF
XYLD
$3.24B
$140K ﹤0.01%
3,556
-4,299
-55% -$168K
PCG icon
1337
PG&E
PCG
$38.3B
$139K ﹤0.01%
9,250
-792,571
-99% -$11.6M
FOXA icon
1338
Fox Class A
FOXA
$24.5B
$139K ﹤0.01%
2,208
+422
+24% +$24.4K
FREL icon
1339
Fidelity MSCI Real Estate Index ETF
FREL
$1.5B
$139K ﹤0.01%
+5,000
New +$138K
IXC icon
1340
iShares Global Energy ETF
IXC
$2.79B
$139K ﹤0.01%
3,323
– –
CALY
1341
Callaway Golf Company
CALY
$3.32B
$139K ﹤0.01%
14,602
-15,000
-51% -$139K
UP icon
1342
Wheels Up
UP
$208M
$138K ﹤0.01%
3,751
– –
GSBD icon
1343
Goldman Sachs BDC
GSBD
$969M
$138K ﹤0.01%
13,566
– –
FELC icon
1344
Fidelity Enhanced Large Cap Core ETF
FELC
$7.98B
$138K ﹤0.01%
3,696
+884
+31% +$31.6K
ENVX icon
1345
Enovix
ENVX
$892M
$138K ﹤0.01%
13,817
-27,058
-66% -$299K
SHOC icon
1346
Strive US Semiconductor ETF
SHOC
$228M
$137K ﹤0.01%
2,200
+2,177
+9,465% +$124K
RDN icon
1347
Radian Group
RDN
$5.18B
$137K ﹤0.01%
3,790
-1,329
-26% -$46.3K
MRCY icon
1348
Mercury Systems
MRCY
$5.83B
$137K ﹤0.01%
1,772
-20
-1% -$1.24K
BCS icon
1349
Barclays
BCS
$92.7B
$137K ﹤0.01%
6,616
+1,591
+32% +$31.5K
EMXC icon
1350
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.5B
$136K ﹤0.01%
2,015
– –
52 53
54
55 56

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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.