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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
GBCI icon
1701
Glacier Bancorp
GBCI
$6.42B
$61.5K ﹤0.01%
1,264
+1,165
+1,177% +$54.6K
FDRR icon
1702
Fidelity Dividend ETF for Rising Rates
FDRR
$739M
$61.3K ﹤0.01%
1,046
– –
SDRL icon
1703
Seadrill
SDRL
$2.8B
$61.3K ﹤0.01%
+2,028
New +$61.8K
AGZ icon
1704
iShares Agency Bond ETF
AGZ
$558M
$61.3K ﹤0.01%
555
– –
SIBN icon
1705
SI-BONE Inc
SIBN
$788M
$61.1K ﹤0.01%
4,154
+354
+9% +$5.78K
SOBO
1706
South Bow Corp
SOBO
$7.74B
$61.1K ﹤0.01%
2,160
-374
-15% -$10.2K
TGNA
1707
DELISTED
TEGNA Inc
TGNA
$60.6K ﹤0.01%
2,983
– –
COCH icon
1708
Envoy Medical
COCH
$51.7M
$60.4K ﹤0.01%
77,887
– –
SITE icon
1709
SiteOne Landscape Supply
SITE
$4.12B
$60.4K ﹤0.01%
469
– –
PLYM
1710
DELISTED
Plymouth Industrial REIT
PLYM
$60.3K ﹤0.01%
2,701
-9
-0.3% -$165
PTNQ icon
1711
Pacer Trendpilot 100 ETF
PTNQ
$1.2B
$60.2K ﹤0.01%
777
– –
WTTR icon
1712
Select Water Solutions
WTTR
$2.3B
$60K ﹤0.01%
5,608
+5,408
+2,704% +$49.4K
IBDS icon
1713
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
$59.7K ﹤0.01%
2,454
+5
+0.2% +$121
FR icon
1714
First Industrial Realty Trust
FR
$8.73B
$59.6K ﹤0.01%
1,158
+158
+16% +$7.94K
BRSP
1715
BrightSpire Capital
BRSP
$634M
$59.4K ﹤0.01%
10,945
+9,745
+812% +$53K
RGTI icon
1716
Rigetti Computing
RGTI
$4.97B
$59.4K ﹤0.01%
1,993
+793
+66% +$13.9K
TEM
1717
Tempus AI
TEM
$7.92B
$59.2K ﹤0.01%
734
+5
+0.7% +$350
FHLC icon
1718
Fidelity MSCI Health Care Index ETF
FHLC
$3.28B
$58.9K ﹤0.01%
881
-237
-21% -$15.3K
BTG icon
1719
B2Gold
BTG
$5B
$58.9K ﹤0.01%
11,903
+6,903
+138% +$27.1K
BAB icon
1720
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
$58.8K ﹤0.01%
2,155
– –
GNTX icon
1721
Gentex
GNTX
$4.97B
$58.5K ﹤0.01%
2,067
+1,985
+2,421% +$52.7K
WSC icon
1722
WillScot Mobile Mini Holdings
WSC
$4.39B
$58.4K ﹤0.01%
2,766
+1,565
+130% +$40.3K
EMN icon
1723
Eastman Chemical
EMN
$8B
$58.4K ﹤0.01%
926
-144
-13% -$10.1K
WAT icon
1724
Waters Corp
WAT
$37B
$58.2K ﹤0.01%
194
-164
-46% -$49.5K
LIT icon
1725
Global X Lithium & Battery Tech ETF
LIT
$1.51B
$58.1K ﹤0.01%
1,022
-77
-7% -$3.54K
67 68
69
70 71

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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.