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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
RIV
1351
RiverNorth Opportunities Fund
RIV
$311M
$136K ﹤0.01%
11,300
– –
CRSP icon
1352
CRISPR Therapeutics
CRSP
$4.73B
$135K ﹤0.01%
2,081
-893
-30% -$51.3K
BDJ icon
1353
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.73B
$135K ﹤0.01%
14,803
-141
-0.9% -$1.26K
LVS icon
1354
Las Vegas Sands
LVS
$31.7B
$135K ﹤0.01%
2,506
+1,003
+67% +$52.7K
CF icon
1355
CF Industries
CF
$19.2B
$135K ﹤0.01%
1,502
+630
+72% +$56.2K
SKY icon
1356
Champion Homes
SKY
$4.37B
$135K ﹤0.01%
1,764
+73
+4% +$5.16K
LSCC icon
1357
Lattice Semiconductor
LSCC
$17.6B
$135K ﹤0.01%
1,836
+252
+16% +$15.3K
XPH icon
1358
State Street SPDR S&P Pharmaceuticals ETF
XPH
$476M
$135K ﹤0.01%
2,806
+26
+0.9% +$1.16K
SCCO icon
1359
Southern Copper
SCCO
$143B
$134K ﹤0.01%
1,138
+430
+61% +$42.2K
GEOS icon
1360
Geospace Technologies
GEOS
$94.6M
$133K ﹤0.01%
7,000
– –
VTES icon
1361
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$132K ﹤0.01%
1,298
– –
SLF icon
1362
Sun Life Financial
SLF
$46B
$132K ﹤0.01%
2,203
-4,110
-65% -$247K
NTST
1363
NETSTREIT Corp
NTST
$2.09B
$132K ﹤0.01%
7,299
+2,051
+39% +$37.1K
TY icon
1364
TRI-Continental Corp
TY
$1.86B
$132K ﹤0.01%
3,876
– –
VIK icon
1365
Viking Holdings
VIK
$46.6B
$131K ﹤0.01%
2,114
+1,989
+1,591% +$119K
LEA icon
1366
Lear
LEA
$6.54B
$131K ﹤0.01%
1,305
+494
+61% +$51.3K
ORN icon
1367
Orion Group Holdings
ORN
$396M
$131K ﹤0.01%
15,750
– –
TRUP icon
1368
Trupanion
TRUP
$1.07B
$131K ﹤0.01%
3,017
– –
AAL icon
1369
American Airlines Group
AAL
$10.1B
$130K ﹤0.01%
11,595
+223
+2% +$2.75K
B
1370
Barrick Mining
B
$61.5B
$130K ﹤0.01%
3,973
+1,458
+58% +$36.9K
KGC icon
1371
Kinross Gold
KGC
$27.4B
$130K ﹤0.01%
5,233
+3,830
+273% +$73.7K
UGI icon
1372
UGI
UGI
$7.74B
$130K ﹤0.01%
3,905
+1,889
+94% +$66K
HUBG icon
1373
HUB Group
HUBG
$2.85B
$129K ﹤0.01%
3,755
+1,982
+112% +$70.8K
MDYG icon
1374
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.8B
$129K ﹤0.01%
1,410
-385
-21% -$34.6K
JBSS icon
1375
John B. Sanfilippo & Son
JBSS
$967M
$129K ﹤0.01%
2,000
– –
53 54
55
56 57

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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.