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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
CYBR
126
DELISTED
CyberArk
CYBR
$110M 0.19%
227,429
-104,221
-31% -$44.7M
FLUT icon
127
Flutter Entertainment
FLUT
$17.6B
$108M 0.19%
425,641
-1,933
-0.5% -$566K
WMT icon
128
Walmart Inc
WMT
$871B
$104M 0.18%
1,013,053
-354
-0% -$35.2K
BR icon
129
Broadridge
BR
$17.2B
$104M 0.18%
436,784
-5,521
-1% -$1.38M
AMJB icon
130
Alerian MLP Index ETNs due January 28 2044
AMJB
$862M
$104M 0.18%
3,506,137
+53,186
+2% +$1.61M
SPOT icon
131
Spotify
SPOT
$99.2B
$103M 0.18%
146,915
-1,894
-1% -$1.32M
COST icon
132
Costco
COST
$415B
$102M 0.17%
110,032
+2,328
+2% +$2.23M
SNOW icon
133
Snowflake
SNOW
$92.9B
$101M 0.17%
447,457
+95,877
+27% +$20.6M
QQQ icon
134
Invesco QQQ Trust
QQQ
$450B
$100M 0.17%
166,524
-3,052
-2% -$1.75M
AVAV icon
135
AeroVironment
AVAV
$7.57B
$99.4M 0.17%
315,716
+314,448
+24,799% +$81.3M
BEPC icon
136
Brookfield Renewable
BEPC
$6.12B
$98.8M 0.17%
2,869,246
-31,654
-1% -$1.09M
ALNY icon
137
Alnylam Pharmaceuticals
ALNY
$36.3B
$97.7M 0.17%
214,213
-4,116
-2% -$1.68M
LYV icon
138
Live Nation Entertainment
LYV
$41.2B
$95.6M 0.16%
585,304
+32,061
+6% +$5.07M
MCHP icon
139
Microchip Technology
MCHP
$42.8B
$94.4M 0.16%
1,470,059
+226,078
+18% +$15.3M
SAN icon
140
Banco Santander
SAN
$194B
$94.1M 0.16%
8,981,872
+376,023
+4% +$3.5M
AMGN icon
141
Amgen
AMGN
$203B
$92.8M 0.16%
328,702
-253
-0.1% -$73.4K
DKS icon
142
Dick's Sporting Goods
DKS
$18.4B
$92.2M 0.16%
415,091
+2,212
+0.5% +$482K
IWP icon
143
iShares Russell Mid-Cap Growth ETF
IWP
$19.7B
$91.5M 0.16%
642,422
-9,030
-1% -$1.28M
PEP icon
144
PepsiCo
PEP
$186B
$90.8M 0.16%
646,746
-1,629,546
-72% -$233M
RACE icon
145
Ferrari
RACE
$63.3B
$89.1M 0.15%
183,917
+5,958
+3% +$2.85M
HDB icon
146
HDFC Bank
HDB
$119B
$87.8M 0.15%
2,571,124
+90,358
+4% +$3.33M
PAA icon
147
Plains All American Pipeline
PAA
$17.4B
$87M 0.15%
5,102,480
+149,485
+3% +$2.68M
AZO icon
148
AutoZone
AZO
$48.3B
$85.3M 0.15%
19,886
-383
-2% -$1.54M
AJG icon
149
Arthur J. Gallagher & Co
AJG
$63.7B
$84.8M 0.15%
273,659
-34,013
-11% -$10.3M
RCL icon
150
Royal Caribbean
RCL
$78.7B
$83.6M 0.14%
258,441
+30,232
+13% +$10.1M
4 5
6
7 8

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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.