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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
MSFT icon
1
Microsoft
MSFT
$2.83T
$3.42B 5.85%
6,595,287
-114,023
-2% -$58.2M
AAPL icon
2
Apple
AAPL
$4.72T
$2.72B 4.66%
10,698,436
-123,061
-1% -$27.8M
AMZN icon
3
Amazon
AMZN
$2.51T
$2.32B 3.97%
10,571,204
-64,093
-0.6% -$14.5M
NVDA icon
4
NVIDIA
NVDA
$5.06T
$2.27B 3.89%
12,188,730
-154,968
-1% -$27M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$3.89T
$1.6B 2.75%
6,600,946
-583,013
-8% -$122M
JPM icon
6
JPMorgan Chase
JPM
$930B
$1.01B 1.72%
3,192,322
-55,705
-2% -$16.6M
META icon
7
Meta Platforms (Facebook)
META
$1.54T
$1B 1.71%
1,363,424
+178,058
+15% +$133M
V icon
8
Visa
V
$669B
$943M 1.62%
2,763,214
-26,071
-0.9% -$9.02M
AVGO icon
9
Broadcom
AVGO
$1.87T
$832M 1.42%
2,521,836
+747,273
+42% +$229M
GOOG icon
10
Alphabet (Google) Class C
GOOG
$3.89T
$763M 1.31%
3,134,414
-151,721
-5% -$31.9M
RTX icon
11
RTX Corp
RTX
$282B
$699M 1.2%
4,177,124
-39,360
-0.9% -$6.11M
BX icon
12
Blackstone
BX
$99.6B
$694M 1.19%
4,063,988
-20,716
-0.5% -$3.55M
AZN icon
13
AstraZeneca
AZN
$261B
$626M 1.07%
4,077,074
-39,107
-1% -$5.92M
ODFL icon
14
Old Dominion Freight Line
ODFL
$48B
$615M 1.05%
4,366,843
+776,004
+22% +$119M
NEE icon
15
NextEra Energy
NEE
$187B
$573M 0.98%
7,585,666
+141,081
+2% +$10.3M
VO icon
16
Vanguard Mid-Cap ETF
VO
$106B
$543M 0.93%
7,400,260
+732,812
+11% +$52.6M
ABT icon
17
Abbott
ABT
$175B
$538M 0.92%
4,016,091
-102,121
-2% -$13.4M
VOO icon
18
Vanguard S&P 500 ETF
VOO
$967B
$504M 0.86%
822,690
+44,801
+6% +$26.4M
TEL icon
19
TE Connectivity
TEL
$57.6B
$460M 0.79%
2,094,807
-266,077
-11% -$53.3M
CME icon
20
CME Group
CME
$91.9B
$460M 0.79%
1,701,897
-22,794
-1% -$6.2M
ATMP icon
21
iPath Select MLP ETN
ATMP
$648M
$459M 0.79%
15,934,426
+314,226
+2% +$9.07M
XOM icon
22
ExxonMobil
XOM
$650B
$459M 0.79%
4,068,284
-31,682
-0.8% -$3.52M
HWM icon
23
Howmet Aerospace
HWM
$115B
$455M 0.78%
2,317,207
-14,469
-0.6% -$2.64M
QCOM icon
24
Qualcomm
QCOM
$180B
$449M 0.77%
2,697,229
-18,183
-0.7% -$2.88M
IWF icon
25
iShares Russell 1000 Growth ETF
IWF
$123B
$441M 0.76%
3,768,784
+538,780
+17% +$60M
1
2 3 4 5

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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.