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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
CAG icon
1551
Conagra Brands
CAG
$6.94B
$88.6K ﹤0.01%
4,840
+1,470
+44% +$28.2K
JMTG
1552
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.69B
$88.2K ﹤0.01%
1,729
-19
-1% -$957
BSCP
1553
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$88.1K ﹤0.01%
4,256
– –
SHV icon
1554
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$88K ﹤0.01%
796
-206
-21% -$22.7K
SIRI icon
1555
SiriusXM
SIRI
$9.98B
$87.4K ﹤0.01%
3,757
-79
-2% -$1.83K
TXNM
1556
TXNM Energy Inc
TXNM
$6.41B
$87.4K ﹤0.01%
1,546
– –
LEN.B icon
1557
Lennar Class B
LEN.B
$19.4B
$87.4K ﹤0.01%
728
+528
+264% +$62.6K
QEFA icon
1558
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.06B
$87.1K ﹤0.01%
991
– –
GQRE icon
1559
FlexShares Global Quality Real Estate Index Fund
GQRE
$426M
$87K ﹤0.01%
1,428
– –
ICHR icon
1560
Ichor Holdings
ICHR
$2.62B
$87K ﹤0.01%
4,967
-2,902
-37% -$55.1K
BFH icon
1561
Bread Financial
BFH
$4.37B
$86.9K ﹤0.01%
1,558
-1,023
-40% -$63.1K
OSW icon
1562
OneSpaWorld
OSW
$2.61B
$86.9K ﹤0.01%
+4,109
New +$89.9K
BF.B icon
1563
Brown-Forman Class B
BF.B
$13.2B
$86.8K ﹤0.01%
3,205
+611
+24% +$17.7K
DT icon
1564
Dynatrace
DT
$12.9B
$86.8K ﹤0.01%
1,791
-3,593
-67% -$182K
PB icon
1565
Prosperity Bancshares
PB
$8.97B
$86.2K ﹤0.01%
1,299
-1,928
-60% -$132K
ASTS icon
1566
AST SpaceMobile
ASTS
$17.6B
$86.1K ﹤0.01%
1,755
+450
+34% +$21.7K
KBWB icon
1567
Invesco KBW Bank ETF
KBWB
$6.84B
$86K ﹤0.01%
+1,100
New +$82.9K
GXO icon
1568
GXO Logistics
GXO
$5.77B
$85.7K ﹤0.01%
1,621
+1,083
+201% +$55.7K
PNTG icon
1569
Pennant Group
PNTG
$1.4B
$85.7K ﹤0.01%
3,398
+2,946
+652% +$72.3K
IVES
1570
Dan IVES Wedbush AI Revolution ETF
IVES
$1,000M
$85.3K ﹤0.01%
2,655
+805
+44% +$23.1K
TCAF icon
1571
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.99B
$85.2K ﹤0.01%
2,259
+1,868
+478% +$68.3K
WMS icon
1572
Advanced Drainage Systems
WMS
$10.6B
$85.2K ﹤0.01%
614
+47
+8% +$6.17K
QCRH icon
1573
QCR Holdings
QCRH
$1.69B
$85.1K ﹤0.01%
1,125
– –
YEXT icon
1574
Yext
YEXT
$547M
$85K ﹤0.01%
9,981
-3,607
-27% -$30.6K
NTRL
1575
First Trust Equity Market Neutral ETF
NTRL
$16.3M
$85K ﹤0.01%
+4,185
New +$86.4K
61 62
63
64 65

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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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PPFA
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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.