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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
GDLC
1426
Grayscale CoinDesk Crypto 5 ETF
GDLC
$349M
$117K ﹤0.01%
+2,096
New +$116K
SPTM icon
1427
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.6B
$117K ﹤0.01%
1,449
-117
-7% -$9.09K
ONDS icon
1428
Ondas Inc
ONDS
$4.27B
$117K ﹤0.01%
+15,127
New +$62.8K
MAGS icon
1429
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.98B
$117K ﹤0.01%
1,800
+700
+64% +$41.8K
WWD icon
1430
Woodward
WWD
$21.3B
$117K ﹤0.01%
461
+2
+0.4% +$497
STWD icon
1431
Starwood Property Trust
STWD
$5.92B
$115K ﹤0.01%
5,943
+613
+12% +$12.3K
TAP icon
1432
Molson Coors Class B
TAP
$7.79B
$115K ﹤0.01%
2,544
-747
-23% -$36.9K
NAC icon
1433
Nuveen California Quality Municipal Income Fund
NAC
$1.83B
$115K ﹤0.01%
10,000
– –
PFGC icon
1434
Performance Food Group
PFGC
$18B
$115K ﹤0.01%
1,104
-17
-2% -$1.7K
PDN icon
1435
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$352M
$115K ﹤0.01%
2,793
+394
+16% +$15.8K
RYAN icon
1436
Ryan Specialty Holdings
RYAN
$5.72B
$115K ﹤0.01%
2,034
-448
-18% -$26.5K
CRH icon
1437
CRH
CRH
$63.2B
$114K ﹤0.01%
953
+254
+36% +$26.8K
RAMP icon
1438
LiveRamp
RAMP
$2.3B
$114K ﹤0.01%
4,192
+109
+3% +$3.22K
IGRO icon
1439
iShares International Dividend Growth ETF
IGRO
$1.3B
$114K ﹤0.01%
+1,425
New +$112K
AN icon
1440
AutoNation
AN
$7.11B
$114K ﹤0.01%
519
+61
+13% +$12.9K
TWN
1441
Taiwan Fund
TWN
$471M
$113K ﹤0.01%
2,085
– –
PAAS icon
1442
Pan American Silver
PAAS
$18.2B
$113K ﹤0.01%
+2,909
New +$93.5K
GLPI icon
1443
Gaming and Leisure Properties
GLPI
$12.7B
$113K ﹤0.01%
2,416
+1,417
+142% +$66.8K
KNX icon
1444
Knight Transportation
KNX
$11.3B
$112K ﹤0.01%
2,839
+2,121
+295% +$91.9K
ROCK icon
1445
Gibraltar Industries
ROCK
$1.25B
$112K ﹤0.01%
1,782
+53
+3% +$3.32K
KBDC
1446
Kayne Anderson BDC
KBDC
$882M
$111K ﹤0.01%
8,346
– –
NAIL icon
1447
Direxion Daily Homebuilders & Supplies Bull 3X ETF
NAIL
$531M
$110K ﹤0.01%
+1,500
New +$109K
FVD icon
1448
First Trust Value Line Dividend Fund
FVD
$8.32B
$110K ﹤0.01%
2,377
-2,900
-55% -$133K
BILS icon
1449
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.89B
$109K ﹤0.01%
1,100
– –
SJNK icon
1450
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
$109K ﹤0.01%
4,276
+1,259
+42% +$32K
56 57
58
59 60

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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.