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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
DKNG icon
176
DraftKings
DKNG
$12B
$60.8M 0.1%
1,625,434
-28,014
-2% -$1.24M
HUBS icon
177
HubSpot
HUBS
$11.4B
$59.8M 0.1%
127,817
-4,077
-3% -$2.05M
TXN icon
178
Texas Instruments
TXN
$252B
$59.2M 0.1%
322,368
-8,837
-3% -$1.73M
CB icon
179
Chubb
CB
$139B
$59.1M 0.1%
209,489
+8,267
+4% +$2.28M
TSCO icon
180
Tractor Supply
TSCO
$16.6B
$58.6M 0.1%
1,029,700
-16,957
-2% -$999K
HESM icon
181
Hess Midstream
HESM
$5.13B
$58.3M 0.1%
1,688,612
+651,329
+63% +$25.8M
MPWR icon
182
Monolithic Power Systems
MPWR
$64.2B
$57.4M 0.1%
62,363
-1,277
-2% -$1.04M
TCOM icon
183
Trip.com Group
TCOM
$28.2B
$57.2M 0.1%
760,366
+34,361
+5% +$2.3M
KMI icon
184
Kinder Morgan
KMI
$71.2B
$57.1M 0.1%
2,018,014
+278,634
+16% +$7.63M
BA icon
185
Boeing
BA
$167B
$56M 0.1%
259,573
+213,468
+463% +$48.1M
BRK.A icon
186
Berkshire Hathaway Class A
BRK.A
$1.07T
$55.1M 0.09%
73
-2
-3% -$1.45M
VRT icon
187
Vertiv
VRT
$107B
$55M 0.09%
364,756
+142,518
+64% +$19M
WMB icon
188
Williams Companies
WMB
$87.6B
$52.6M 0.09%
830,587
+57,943
+7% +$3.4M
MDT icon
189
Medtronic
MDT
$109B
$52.5M 0.09%
551,349
+27,477
+5% +$2.53M
MFG icon
190
Mizuho Financial
MFG
$128B
$52.2M 0.09%
7,797,023
+376,677
+5% +$2.35M
HUBB icon
191
Hubbell
HUBB
$25.4B
$52.2M 0.09%
121,316
-2,201
-2% -$947K
CELH icon
192
Celsius Holdings
CELH
$7.27B
$51.6M 0.09%
898,042
+896,202
+48,707% +$46.9M
SONY icon
193
Sony
SONY
$131B
$50.7M 0.09%
1,762,209
+81,525
+5% +$2.19M
FMX icon
194
Fomento Económico Mexicano
FMX
$44.8B
$50.5M 0.09%
511,704
+118,375
+30% +$11M
UPS icon
195
United Parcel Service
UPS
$95.9B
$49.5M 0.08%
592,746
-24,364
-4% -$2.21M
MS icon
196
Morgan Stanley
MS
$335B
$47.9M 0.08%
301,124
+6,215
+2% +$918K
AME icon
197
Ametek
AME
$54.8B
$46.9M 0.08%
249,678
-3,897
-2% -$717K
ZS icon
198
Zscaler
ZS
$23.8B
$46.2M 0.08%
154,157
-35,863
-19% -$10.2M
WCN
199
Waste Connections
WCN
$43.1B
$46.1M 0.08%
262,316
-6,486
-2% -$1.18M
FSLR icon
200
First Solar
FSLR
$21.7B
$45.8M 0.08%
207,543
-9,486
-4% -$1.82M
6 7
8
9 10

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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.