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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
HLN icon
1276
Haleon
HLN
$43.5B
$161K ﹤0.01%
17,906
+9,773
+120% +$94.1K
TDIV icon
1277
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.18B
$159K ﹤0.01%
1,615
+1,200
+289% +$112K
ARQT icon
1278
Arcutis Biotherapeutics
ARQT
$3.36B
$159K ﹤0.01%
8,434
+186
+2% +$2.93K
SNDK
1279
Sandisk
SNDK
$180B
$159K ﹤0.01%
1,414
+1,134
+405% +$66.2K
AGNC icon
1280
AGNC Investment
AGNC
$12.4B
$158K ﹤0.01%
16,168
+320
+2% +$3.1K
CCJ icon
1281
Cameco
CCJ
$37.6B
$158K ﹤0.01%
1,885
-1,134
-38% -$87.9K
BTI icon
1282
British American Tobacco
BTI
$131B
$158K ﹤0.01%
2,977
+526
+21% +$28.6K
BBWI icon
1283
Bath & Body Works
BBWI
$4.06B
$158K ﹤0.01%
6,116
+20
+0.3% +$593
CACC icon
1284
Credit Acceptance
CACC
$5.95B
$156K ﹤0.01%
335
– –
MRP
1285
Millrose Properties Inc
MRP
$4.65B
$156K ﹤0.01%
4,654
+1,616
+53% +$52.2K
AIVL icon
1286
WisdomTree US AI Enhanced Value Fund
AIVL
$428M
$156K ﹤0.01%
1,365
– –
NTCT icon
1287
NETSCOUT
NTCT
$2.96B
$156K ﹤0.01%
6,034
-399,827
-99% -$9.46M
NGG icon
1288
National Grid
NGG
$80.4B
$156K ﹤0.01%
2,175
+227
+12% +$15.9K
GFF icon
1289
Griffon
GFF
$3.95B
$156K ﹤0.01%
2,046
+1,679
+457% +$129K
CAVA icon
1290
CAVA Group
CAVA
$7.6B
$155K ﹤0.01%
2,574
-1,871
-42% -$142K
LKQ icon
1291
LKQ Corp
LKQ
$5.68B
$155K ﹤0.01%
5,084
-3,344
-40% -$110K
DBEU icon
1292
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$770M
$155K ﹤0.01%
3,369
– –
CNO icon
1293
CNO Financial Group
CNO
$5.14B
$154K ﹤0.01%
3,905
-2,674
-41% -$102K
UDR icon
1294
UDR
UDR
$12.3B
$154K ﹤0.01%
4,138
+1,107
+37% +$43.2K
DAKT icon
1295
Daktronics
DAKT
$955M
$154K ﹤0.01%
7,369
+2,201
+43% +$39.5K
OC icon
1296
Owens Corning
OC
$11.2B
$154K ﹤0.01%
1,089
-25
-2% -$3.67K
URA icon
1297
Global X Uranium ETF
URA
$5.42B
$154K ﹤0.01%
3,225
+2,158
+202% +$89K
SMCI icon
1298
Super Micro Computer
SMCI
$18.4B
$154K ﹤0.01%
3,206
+339
+12% +$16.2K
TPH
1299
DELISTED
Tri Pointe Homes
TPH
$153K ﹤0.01%
4,492
+124
+3% +$4.22K
PENN icon
1300
PENN Entertainment
PENN
$2.75B
$152K ﹤0.01%
7,902
-114
-1% -$2.14K
50 51
52
53 54

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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.