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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
VNQI icon
1601
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
$79.2K ﹤0.01%
1,659
+576
+53% +$27K
MGEE icon
1602
MGE Energy Inc
MGEE
$3B
$79.2K ﹤0.01%
940
+3
+0.3% +$256
MGM icon
1603
MGM Resorts International
MGM
$11.4B
$78.9K ﹤0.01%
2,277
-556
-20% -$20.4K
AHR icon
1604
American Healthcare REIT
AHR
$10.7B
$78.6K ﹤0.01%
1,872
+1,153
+160% +$46.3K
BATRA icon
1605
Atlanta Braves Holdings Series A
BATRA
$3.49B
$78.5K ﹤0.01%
1,726
+1,023
+146% +$48.4K
VOTE icon
1606
TCW Transform 500 ETF
VOTE
$1.1B
$78.5K ﹤0.01%
1,000
– –
AIA icon
1607
iShares Asia 50 ETF
AIA
$4.6B
$77.9K ﹤0.01%
+823
New +$70.9K
PFSI icon
1608
PennyMac Financial
PFSI
$3.92B
$77.8K ﹤0.01%
+628
New +$67.9K
NXST icon
1609
Nexstar Media Group
NXST
$5.82B
$77.6K ﹤0.01%
392
+268
+216% +$52.4K
TDC icon
1610
Teradata
TDC
$2.92B
$77.3K ﹤0.01%
3,593
+2,483
+224% +$53.4K
MBC icon
1611
MasterBrand
MBC
$1.06B
$76.5K ﹤0.01%
5,812
+2,153
+59% +$26.6K
BJ icon
1612
BJs Wholesale Club
BJ
$12.5B
$76.4K ﹤0.01%
819
-289
-26% -$29.5K
VFC icon
1613
VF Corp
VFC
$5.63B
$76.1K ﹤0.01%
5,272
-2,476
-32% -$33.3K
STLA icon
1614
Stellantis
STLA
$21.7B
$75.8K ﹤0.01%
8,193
+8,142
+15,965% +$77.9K
EEMV icon
1615
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.44B
$75.8K ﹤0.01%
1,187
+173
+17% +$10.9K
VCLT icon
1616
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.81B
$75.6K ﹤0.01%
973
+14
+1% +$1.06K
PETS icon
1617
PetMed Express
PETS
$41.7M
$75.3K ﹤0.01%
+30,000
New +$92.8K
OGN icon
1618
Organon & Co
OGN
$3.56B
$75.3K ﹤0.01%
7,050
-3,654
-34% -$35.9K
CHE icon
1619
Chemed
CHE
$7.07B
$75.2K ﹤0.01%
168
-1
-0.6% -$453
IREN icon
1620
Iris Energy
IREN
$13.2B
$75.1K ﹤0.01%
1,600
+850
+113% +$20.6K
WBS icon
1621
Webster Financial
WBS
$12.5B
$74.7K ﹤0.01%
1,257
-1,250
-50% -$74.5K
BIDU icon
1622
Baidu
BIDU
$37.7B
$74.7K ﹤0.01%
567
-451
-44% -$44.7K
AOR icon
1623
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.66B
$74.6K ﹤0.01%
1,159
+1
+0.1% +$63
FXH icon
1624
First Trust Health Care AlphaDEX Fund
FXH
$1.04B
$74.6K ﹤0.01%
680
– –
MNTN
1625
MNTN Inc
MNTN
$682M
$74.2K ﹤0.01%
4,000
– –
63 64
65
66 67

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CWM
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VRS
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FAF
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BGIM
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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.