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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
XLRE icon
1751
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.55B
$54.5K ﹤0.01%
1,294
+751
+138% +$31.4K
GDXJ icon
1752
VanEck Junior Gold Miners ETF
GDXJ
$6.89B
$54.5K ﹤0.01%
550
– –
AVUS icon
1753
Avantis US Equity ETF
AVUS
$14B
$54.4K ﹤0.01%
500
– –
OGE icon
1754
OGE Energy
OGE
$9.78B
$54.3K ﹤0.01%
1,173
+33
+3% +$1.48K
XERS icon
1755
Xeris Biopharma Holdings
XERS
$1.39B
$54.2K ﹤0.01%
6,664
– –
BF.A icon
1756
Brown-Forman Class A
BF.A
$13.4B
$53.9K ﹤0.01%
2,002
– –
NGD
1757
DELISTED
New Gold Inc
NGD
$53.9K ﹤0.01%
7,500
– –
SXT icon
1758
Sensient Technologies
SXT
$5.26B
$53.8K ﹤0.01%
573
+32
+6% +$3.5K
ZTR
1759
Virtus Total Return Fund
ZTR
$340M
$53.6K ﹤0.01%
8,315
– –
MWA icon
1760
Mueller Water Products
MWA
$3.95B
$53.4K ﹤0.01%
2,092
– –
LENZ
1761
LENZ Therapeutics
LENZ
$166M
$53.4K ﹤0.01%
1,146
– –
DBP icon
1762
Invesco DB Precious Metals Fund
DBP
$237M
$53.4K ﹤0.01%
600
– –
HAE icon
1763
Haemonetics
HAE
$3.89B
$53.3K ﹤0.01%
1,094
+448
+69% +$27.7K
FLR icon
1764
Fluor
FLR
$7.01B
$53.3K ﹤0.01%
1,267
+1,167
+1,167% +$53.7K
BHF icon
1765
Brighthouse Financial
BHF
$3.56B
$53.1K ﹤0.01%
1,000
-1,006
-50% -$49.1K
HWC icon
1766
Hancock Whitney
HWC
$6.2B
$52.9K ﹤0.01%
845
+844
+84,400% +$51.7K
USHY icon
1767
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.3B
$52.9K ﹤0.01%
1,400
-581
-29% -$21.8K
WLK icon
1768
Westlake Corp
WLK
$9.03B
$52.9K ﹤0.01%
+686
New +$57.2K
CWT icon
1769
California Water Service
CWT
$3.1B
$52.8K ﹤0.01%
1,150
+1,077
+1,475% +$49.6K
ESGD icon
1770
iShares ESG Aware MSCI EAFE ETF
ESGD
$12B
$52.7K ﹤0.01%
567
– –
RMBS icon
1771
Rambus
RMBS
$9.87B
$52.6K ﹤0.01%
505
+466
+1,195% +$35.9K
BAC.PRL icon
1772
Bank of America Series L
BAC.PRL
$3.97B
$52.5K ﹤0.01%
41
– –
JPC icon
1773
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
$52.4K ﹤0.01%
6,396
-2,754
-30% -$22.3K
TWLO icon
1774
Twilio
TWLO
$30B
$52.4K ﹤0.01%
524
-2,315
-82% -$261K
ALRS icon
1775
Alerus Financial
ALRS
$831M
$52.2K ﹤0.01%
+2,358
New +$52.3K
69 70
71
72 73

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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.