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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
KVUE icon
1476
Kenvue
KVUE
$36.9B
$104K ﹤0.01%
6,388
+1,068
+20% +$21.8K
CMA
1477
DELISTED
Comerica
CMA
$104K ﹤0.01%
1,512
+847
+127% +$57K
MTH icon
1478
Meritage Homes
MTH
$4.58B
$104K ﹤0.01%
1,429
+268
+23% +$19.9K
FRT icon
1479
Federal Realty Investment Trust
FRT
$10.7B
$103K ﹤0.01%
1,019
+209
+26% +$20.2K
PCN
1480
PIMCO Corporate & Income Strategy Fund
PCN
$870M
$102K ﹤0.01%
7,660
– –
SIG icon
1481
Signet Jewelers
SIG
$3.61B
$102K ﹤0.01%
1,061
+65
+7% +$5.57K
ROBO icon
1482
ROBO Global Robotics & Automation Index ETF
ROBO
$1.96B
$101K ﹤0.01%
1,547
+1,300
+526% +$82.2K
GSIE icon
1483
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6B
$101K ﹤0.01%
2,467
– –
OGS icon
1484
ONE Gas
OGS
$4.87B
$101K ﹤0.01%
1,252
+698
+126% +$52.3K
FAF icon
1485
First American
FAF
$7.66B
$101K ﹤0.01%
1,574
+9
+0.6% +$568
TSN icon
1486
Tyson Foods
TSN
$20.4B
$101K ﹤0.01%
1,862
+179
+11% +$9.88K
EWC icon
1487
iShares MSCI Canada ETF
EWC
$6.13B
$101K ﹤0.01%
1,999
-769
-28% -$36.9K
NMRK icon
1488
Newmark Group
NMRK
$2.66B
$101K ﹤0.01%
5,404
+5,165
+2,161% +$83.8K
EPAC icon
1489
Enerpac Tool Group
EPAC
$1.83B
$101K ﹤0.01%
2,458
+70
+3% +$2.83K
FCF icon
1490
First Commonwealth Financial
FCF
$2.18B
$101K ﹤0.01%
5,909
+170
+3% +$2.9K
AMRC icon
1491
Ameresco
AMRC
$1.12B
$101K ﹤0.01%
3,000
– –
SNAP icon
1492
Snap
SNAP
$7.89B
$101K ﹤0.01%
13,050
+425
+3% +$3.53K
ASH icon
1493
Ashland
ASH
$3.33B
$101K ﹤0.01%
2,098
+911
+77% +$47.9K
ICLN icon
1494
iShares Global Clean Energy ETF
ICLN
$2.31B
$100K ﹤0.01%
6,491
-695
-10% -$9.84K
FIW icon
1495
First Trust Water ETF
FIW
$1.85B
$100K ﹤0.01%
893
– –
DB icon
1496
Deutsche Bank
DB
$69B
$100K ﹤0.01%
2,834
+2,160
+320% +$73.6K
CLOZ icon
1497
Panagram BBB-B CLO ETF
CLOZ
$784M
$99.8K ﹤0.01%
3,722
– –
MHK icon
1498
Mohawk Industries
MHK
$7.5B
$99.5K ﹤0.01%
772
+414
+116% +$51.3K
SYM icon
1499
Symbotic
SYM
$5.48B
$99.5K ﹤0.01%
1,846
+1,250
+210% +$63.2K
KTB icon
1500
Kontoor Brands
KTB
$4.63B
$99.3K ﹤0.01%
1,245
+764
+159% +$54.7K
58 59
60
61 62

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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.