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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
MLI icon
1501
Mueller Industries
MLI
$14.7B
$99.2K ﹤0.01%
1,962
-24
-1% -$1.1K
BFAM icon
1502
Bright Horizons
BFAM
$3.92B
$98.8K ﹤0.01%
910
-286
-24% -$33.1K
AVNT icon
1503
Avient
AVNT
$3.33B
$98.3K ﹤0.01%
2,982
+85
+3% +$2.96K
BATRK icon
1504
Atlanta Braves Holdings Series B
BATRK
$3.26B
$98K ﹤0.01%
2,357
+1,202
+104% +$53.1K
DIOD icon
1505
Diodes
DIOD
$3.78B
$98K ﹤0.01%
1,842
+1,840
+92,000% +$98.6K
CGGR icon
1506
Capital Group Growth ETF
CGGR
$23.8B
$97.8K ﹤0.01%
2,227
+777
+54% +$32.8K
IYC icon
1507
iShares US Consumer Discretionary ETF
IYC
$1.17B
$97.3K ﹤0.01%
928
– –
EQH icon
1508
Equitable Holdings
EQH
$13B
$97.2K ﹤0.01%
1,914
+1,782
+1,350% +$94.4K
BL icon
1509
BlackLine
BL
$1.84B
$97.1K ﹤0.01%
1,828
– –
ICOW icon
1510
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.81B
$97.1K ﹤0.01%
2,665
– –
IPAC icon
1511
iShares Core MSCI Pacific ETF
IPAC
$2.66B
$96.2K ﹤0.01%
1,310
+337
+35% +$24K
SM icon
1512
SM Energy
SM
$7.8B
$95.8K ﹤0.01%
3,838
-62
-2% -$1.67K
FBND icon
1513
Fidelity Total Bond ETF
FBND
$26.9B
$95.5K ﹤0.01%
2,065
+162
+9% +$7.44K
RS icon
1514
Reliance Steel & Aluminium
RS
$20.7B
$95.5K ﹤0.01%
340
– –
VONV icon
1515
Vanguard Russell 1000 Value ETF
VONV
$20.7B
$95.4K ﹤0.01%
1,067
+738
+224% +$64.5K
TLH icon
1516
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$95.3K ﹤0.01%
925
+458
+98% +$46.3K
GRAL
1517
GRAIL Inc
GRAL
$2.94B
$95.2K ﹤0.01%
1,610
+1,142
+244% +$43.6K
STNG icon
1518
Scorpio Tankers
STNG
$3.9B
$95.2K ﹤0.01%
+1,698
New +$83.7K
BBJP icon
1519
JPMorgan BetaBuilders Japan ETF
BBJP
$17.5B
$95K ﹤0.01%
1,433
+31
+2% +$1.98K
EWW icon
1520
iShares MSCI Mexico ETF
EWW
$1.92B
$94.9K ﹤0.01%
1,392
-1
-0.1% -$62
BKU icon
1521
Bankunited
BKU
$3.37B
$94.7K ﹤0.01%
+2,482
New +$94K
CAPL icon
1522
CrossAmerica Partners
CAPL
$847M
$94.6K ﹤0.01%
4,500
-21,000
-82% -$439K
OCUL icon
1523
Ocular Therapeutix
OCUL
$1.79B
$94K ﹤0.01%
8,040
– –
CUBE icon
1524
CubeSmart
CUBE
$9.39B
$93.4K ﹤0.01%
2,296
+1,181
+106% +$48.1K
IYK icon
1525
iShares US Consumer Staples ETF
IYK
$1.4B
$92.9K ﹤0.01%
1,359
– –
59 60
61
62 63

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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.