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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
RYLD icon
1576
Global X Russell 2000 Covered Call ETF
RYLD
$1.37B
$84.8K ﹤0.01%
5,633
– –
APA icon
1577
APA Corp
APA
$13.2B
$84.1K ﹤0.01%
3,465
-125
-3% -$2.64K
IIM icon
1578
Invesco Value Municipal Income Trust
IIM
$589M
$83.9K ﹤0.01%
6,682
-9,826
-60% -$116K
OPLN
1579
Openlane
OPLN
$4.21B
$83.7K ﹤0.01%
2,907
+2,744
+1,683% +$74.8K
INFY icon
1580
Infosys
INFY
$48.7B
$83.5K ﹤0.01%
5,135
+700
+16% +$12.1K
GDDY icon
1581
GoDaddy
GDDY
$11B
$83.4K ﹤0.01%
610
+245
+67% +$37.7K
MATX icon
1582
Matsons
MATX
$6.13B
$83.2K ﹤0.01%
844
+480
+132% +$51.3K
TRMB icon
1583
Trimble
TRMB
$13.2B
$82.9K ﹤0.01%
1,015
+7
+0.7% +$571
ETHA
1584
iShares Ethereum Trust ETF
ETHA
$5.43B
$82.5K ﹤0.01%
2,619
+2,048
+359% +$60.8K
SMG icon
1585
ScottsMiracle-Gro
SMG
$3.82B
$82.5K ﹤0.01%
1,448
+739
+104% +$46.6K
HMC icon
1586
Honda
HMC
$39.1B
$82.4K ﹤0.01%
2,677
+616
+30% +$20.1K
R icon
1587
Ryder
R
$9.83B
$82.1K ﹤0.01%
435
+1
+0.2% +$180
PICK icon
1588
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.22B
$81.9K ﹤0.01%
1,840
+140
+8% +$5.69K
FUN icon
1589
Cedar Fair
FUN
$1.77B
$81.5K ﹤0.01%
3,588
+748
+26% +$19.9K
TEVA icon
1590
Teva Pharmaceuticals
TEVA
$40.8B
$81.2K ﹤0.01%
4,020
+540
+16% +$9.48K
NJR icon
1591
New Jersey Resources
NJR
$5.84B
$81K ﹤0.01%
1,682
+1,047
+165% +$48.8K
QQEW icon
1592
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.75B
$80.6K ﹤0.01%
571
– –
SMMD icon
1593
iShares Russell 2500 ETF
SMMD
$3.55B
$80.4K ﹤0.01%
1,090
+140
+15% +$9.97K
FRO icon
1594
Frontline
FRO
$8.76B
$80.3K ﹤0.01%
+3,525
New +$71.4K
EXG icon
1595
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.99B
$80.2K ﹤0.01%
8,818
+103
+1% +$913
POR icon
1596
Portland General Electric
POR
$5.8B
$79.9K ﹤0.01%
1,816
+1,216
+203% +$51K
MGC icon
1597
Vanguard Morningstar Mega Cap ETF
MGC
$9.99B
$79.8K ﹤0.01%
327
– –
AKAM icon
1598
Akamai
AKAM
$16.7B
$79.5K ﹤0.01%
1,049
+500
+91% +$38.5K
SPAB icon
1599
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.76B
$79.3K ﹤0.01%
3,067
– –
RBC icon
1600
RBC Bearings
RBC
$17.4B
$79.2K ﹤0.01%
203
+157
+341% +$61.1K
62 63
64
65 66

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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.