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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
CDNS icon
201
Cadence Design Systems
CDNS
$92.6B
$44.2M 0.08%
125,719
-1,611
-1% -$554K
GWRE icon
202
Guidewire Software
GWRE
$13.1B
$43.5M 0.07%
189,033
+9,747
+5% +$2.22M
DTM icon
203
DT Midstream
DTM
$13.8B
$43.3M 0.07%
383,225
+215
+0.1% +$22.5K
TW icon
204
Tradeweb Markets
TW
$21.4B
$43M 0.07%
387,017
-8,902
-2% -$1.14M
CPAY icon
205
Corpay
CPAY
$25.2B
$42.6M 0.07%
147,886
-3,741
-2% -$1.19M
IHG icon
206
InterContinental Hotels
IHG
$23.5B
$42.5M 0.07%
350,648
+16,278
+5% +$1.95M
BHP icon
207
BHP
BHP
$212B
$42.2M 0.07%
757,688
+33,337
+5% +$1.77M
USFD icon
208
US Foods
USFD
$22.2B
$40.4M 0.07%
527,094
-12,533
-2% -$996K
LOW icon
209
Lowe's Companies
LOW
$119B
$39.6M 0.07%
157,564
+28,914
+22% +$7.1M
NRG icon
210
NRG Energy
NRG
$28.3B
$39.6M 0.07%
244,383
+153,239
+168% +$23.9M
AEE icon
211
Ameren
AEE
$30.3B
$39.4M 0.07%
377,905
-55,419
-13% -$5.53M
ICLR icon
212
Icon
ICLR
$12.2B
$39.2M 0.07%
223,811
+9,221
+4% +$1.54M
MMM icon
213
3M
MMM
$91.4B
$38.4M 0.07%
247,439
+133
+0.1% +$20.5K
MRVL icon
214
Marvell Technology
MRVL
$174B
$38.1M 0.07%
453,589
-13,170
-3% -$969K
MNDY icon
215
monday.com
MNDY
$3.76B
$37.9M 0.06%
195,551
-243,322
-55% -$56M
IWD icon
216
iShares Russell 1000 Value ETF
IWD
$82.6B
$37.6M 0.06%
184,923
+1,271
+0.7% +$253K
CW icon
217
Curtiss-Wright
CW
$27.6B
$37.6M 0.06%
69,265
-1,429
-2% -$704K
CMG icon
218
Chipotle Mexican Grill
CMG
$47.4B
$37.4M 0.06%
954,366
-2,442,174
-72% -$110M
EVRG icon
219
Evergy
EVRG
$19.2B
$36.6M 0.06%
481,685
-68,935
-13% -$4.91M
ITW icon
220
Illinois Tool Works
ITW
$83B
$36.5M 0.06%
140,087
-2,572
-2% -$670K
ACES icon
221
ALPS Clean Energy ETF
ACES
$120M
$36.4M 0.06%
1,139,622
+24,792
+2% +$713K
ECL icon
222
Ecolab
ECL
$78.6B
$35.3M 0.06%
128,836
-1,270
-1% -$345K
INTU icon
223
Intuit
INTU
$87.1B
$34.3M 0.06%
50,187
+18,515
+58% +$13.3M
CPRT icon
224
Copart
CPRT
$27.2B
$34.3M 0.06%
762,101
-23,462
-3% -$1.11M
IJH icon
225
iShares Core S&P Mid-Cap ETF
IJH
$124B
$33.4M 0.06%
511,429
-10,805
-2% -$694K
7 8
9
10 11

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FAF
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BGIM
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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.