We are live on ! Find out more
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
UWM icon
2001
ProShares Ultra Russell2000
UWM
$245M
$30.6K ﹤0.01%
660
-800
-55% -$33.7K
SLRC icon
2002
SLR Investment Corp
SLRC
$686M
$30.6K ﹤0.01%
2,000
– –
VOOV icon
2003
Vanguard S&P 500 Value ETF
VOOV
$6.59B
$30.5K ﹤0.01%
153
-6
-4% -$1.17K
VCYT icon
2004
Veracyte
VCYT
$3.7B
$30.4K ﹤0.01%
886
-15
-2% -$430
SLGN icon
2005
Silgan Holdings
SLGN
$4.23B
$30.4K ﹤0.01%
707
+6
+0.9% +$290
CSW
2006
CSW Industrials
CSW
$5.2B
$30.3K ﹤0.01%
125
+3
+2% +$805
TOWN icon
2007
Towne Bank
TOWN
$3.46B
$30.3K ﹤0.01%
877
-22
-2% -$788
STN icon
2008
Stantec
STN
$8.04B
$30.3K ﹤0.01%
281
-46
-14% -$5.03K
TSEM icon
2009
Tower Semiconductor
TSEM
$24.8B
$30.2K ﹤0.01%
418
+300
+254% +$16.4K
GEF icon
2010
Greif
GEF
$4.92B
$30.2K ﹤0.01%
505
+250
+98% +$16.1K
ULS icon
2011
UL Solutions
ULS
$18.5B
$30.1K ﹤0.01%
425
– –
PRGS icon
2012
Progress Software
PRGS
$1.66B
$30K ﹤0.01%
684
+103
+18% +$4.75K
PPT
2013
Franklin Premier Income Trust
PPT
$324M
$29.8K ﹤0.01%
8,087
-2,876
-26% -$10.6K
ACLS icon
2014
Axcelis
ACLS
$4.01B
$29.6K ﹤0.01%
303
+2
+0.7% +$161
AFG icon
2015
American Financial Group
AFG
$11.8B
$29.4K ﹤0.01%
202
+2
+1% +$265
EVT icon
2016
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.1B
$29.4K ﹤0.01%
1,202
-1,500
-56% -$36.2K
ESE icon
2017
ESCO Technologies
ESE
$8.17B
$29.1K ﹤0.01%
138
-106
-43% -$21K
TMFE icon
2018
Motley Fool Capital Efficiency 100 Index ETF
TMFE
$77.6M
$29.1K ﹤0.01%
1,000
– –
VCEL icon
2019
Vericel Corp
VCEL
$2.35B
$29K ﹤0.01%
921
+156
+20% +$5.6K
CARE icon
2020
Carter Bankshares
CARE
$766M
$28.9K ﹤0.01%
1,490
– –
ATEN icon
2021
A10 Networks
ATEN
$2.13B
$28.9K ﹤0.01%
1,590
+368
+30% +$6.66K
DIVI icon
2022
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.7B
$28.8K ﹤0.01%
+773
New +$28.1K
DLB icon
2023
Dolby
DLB
$5.56B
$28.8K ﹤0.01%
398
+9
+2% +$662
PREF icon
2024
Principal Spectrum Preferred Securities Active ETF
PREF
$1.77B
$28.7K ﹤0.01%
1,500
– –
TMF icon
2025
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.16B
$28.7K ﹤0.01%
714
+14
+2% +$536
79 80
81
82 83

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.