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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
TMHC
1626
DELISTED
Taylor Morrison
TMHC
$73.7K ﹤0.01%
1,116
-4
-0.4% -$263
CGGE
1627
Capital Group Global Equity ETF
CGGE
$2.93B
$73.1K ﹤0.01%
+2,374
New +$70.8K
FDN icon
1628
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.12B
$72.8K ﹤0.01%
260
-1,872
-88% -$513K
JHG
1629
DELISTED
Janus Henderson
JHG
$72.7K ﹤0.01%
1,633
+1,378
+540% +$59.5K
SMR icon
1630
NuScale Power
SMR
$2.91B
$72.4K ﹤0.01%
2,010
-225
-10% -$8.97K
HRTG icon
1631
Heritage Insurance Holdings
HRTG
$889M
$72.3K ﹤0.01%
2,870
– –
OR icon
1632
OR Royalties Inc
OR
$5.58B
$72.1K ﹤0.01%
1,800
– –
ESNT icon
1633
Essent Group
ESNT
$6.08B
$71.9K ﹤0.01%
1,131
+1,123
+14,038% +$68.2K
USA icon
1634
Liberty All-Star Equity Fund
USA
$1.79B
$71.8K ﹤0.01%
11,325
– –
KYN icon
1635
Kayne Anderson Energy Infrastructure Fund
KYN
$2.47B
$71K ﹤0.01%
5,740
-1,190
-17% -$14.7K
BBCA icon
1636
JPMorgan BetaBuilders Canada ETF
BBCA
$10.9B
$70.7K ﹤0.01%
811
+158
+24% +$13.2K
NTLA icon
1637
Intellia Therapeutics
NTLA
$1.49B
$70.5K ﹤0.01%
4,085
+60
+1% +$739
TMFC icon
1638
Motley Fool 100 Index ETF
TMFC
$2.05B
$70.5K ﹤0.01%
1,000
– –
BGC icon
1639
BGC Group
BGC
$5.45B
$70.3K ﹤0.01%
+7,426
New +$74.4K
SPR
1640
DELISTED
Spirit AeroSystems
SPR
$70.1K ﹤0.01%
+1,817
New +$72.6K
CZNC icon
1641
Citizens & Northern Corp
CZNC
$456M
$70K ﹤0.01%
3,532
– –
DFAS icon
1642
Dimensional US Small Cap ETF
DFAS
$15.4B
$69.7K ﹤0.01%
1,019
-1,390
-58% -$92.8K
EXLS icon
1643
EXL Service
EXLS
$5.14B
$69.7K ﹤0.01%
1,583
+614
+63% +$26.6K
NGL icon
1644
NGL Energy Partners
NGL
$2.05B
$69.7K ﹤0.01%
+11,615
New +$58.4K
SPXL icon
1645
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.72B
$69.5K ﹤0.01%
328
-2,485
-88% -$474K
CVCO icon
1646
Cavco Industries
CVCO
$4.22B
$69.1K ﹤0.01%
119
+50
+72% +$24.4K
SPH icon
1647
Suburban Propane Partners
SPH
$1.24B
$69K ﹤0.01%
3,698
– –
VAC icon
1648
Marriott Vacations Worldwide
VAC
$3.35B
$68.9K ﹤0.01%
1,035
+683
+194% +$52.7K
SLM icon
1649
SLM Corp
SLM
$4.89B
$68.8K ﹤0.01%
2,486
+2,378
+2,202% +$74.2K
CGXU icon
1650
Capital Group International Focus Equity ETF
CGXU
$6.26B
$68.7K ﹤0.01%
2,320
– –
64 65
66
67 68

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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.