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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
EHC icon
1776
Encompass Health
EHC
$11B
$52.1K ﹤0.01%
410
+8
+2% +$952
BEAM icon
1777
Beam Therapeutics
BEAM
$2.63B
$52K ﹤0.01%
2,144
+61
+3% +$1.21K
DXJ icon
1778
WisdomTree Japan Hedged Equity Fund
DXJ
$7.08B
$52K ﹤0.01%
406
– –
GNMA icon
1779
iShares GNMA Bond ETF
GNMA
$421M
$51.9K ﹤0.01%
1,170
-200
-15% -$8.79K
UE icon
1780
Urban Edge Properties
UE
$2.86B
$51.8K ﹤0.01%
+2,530
New +$50.4K
SAM icon
1781
Boston Beer
SAM
$1.91B
$51.6K ﹤0.01%
244
+239
+4,780% +$50.8K
FIBK icon
1782
First Interstate BancSystem
FIBK
$3.69B
$51.5K ﹤0.01%
+1,617
New +$50.3K
CNM icon
1783
Core & Main
CNM
$8.23B
$51.5K ﹤0.01%
957
+140
+17% +$8.48K
ANIX icon
1784
Anixa Biosciences
ANIX
$116M
$51.5K ﹤0.01%
15,600
+1,000
+7% +$3.16K
GMED icon
1785
Globus Medical
GMED
$10.7B
$51.2K ﹤0.01%
894
-131,076
-99% -$7.55M
ABAT icon
1786
American Battery Technology Co
ABAT
$285M
$51.2K ﹤0.01%
10,526
– –
ASB icon
1787
Associated Banc-Corp
ASB
$5.83B
$51.1K ﹤0.01%
+1,989
New +$51K
ARMK icon
1788
Aramark
ARMK
$15B
$51K ﹤0.01%
1,328
+1,313
+8,753% +$53.1K
CPT icon
1789
Camden Property Trust
CPT
$11B
$50.8K ﹤0.01%
476
-196
-29% -$21.5K
ARLP icon
1790
Alliance Resource Partners
ARLP
$3.34B
$50.6K ﹤0.01%
2,000
– –
ITM icon
1791
VanEck Intermediate Muni ETF
ITM
$2.14B
$50.3K ﹤0.01%
1,080
– –
ZM icon
1792
Zoom
ZM
$28.2B
$50.3K ﹤0.01%
610
-100
-14% -$7.8K
SILA
1793
DELISTED
Sila Realty Trust
SILA
$50.2K ﹤0.01%
2,000
-1,888
-49% -$47K
POWR
1794
iShares U.S. Power Infrastructure ETF
POWR
$441M
$50.2K ﹤0.01%
2,000
– –
FLRN icon
1795
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.08B
$50.1K ﹤0.01%
1,625
– –
AGCO icon
1796
AGCO
AGCO
$7.15B
$50.1K ﹤0.01%
+468
New +$51.7K
BCC icon
1797
Boise Cascade
BCC
$2.69B
$50.1K ﹤0.01%
648
+563
+662% +$48.2K
STBA icon
1798
S&T Bancorp
STBA
$1.84B
$50.1K ﹤0.01%
+1,332
New +$51.2K
FFIN icon
1799
First Financial Bankshares
FFIN
$5.04B
$50K ﹤0.01%
+1,486
New +$53.4K
CWI icon
1800
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.78B
$49.7K ﹤0.01%
1,424
-352
-20% -$11.8K
70 71
72
73 74

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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.