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
+10.74%
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
$56B
AUM Growth
+$8.63B
Cap. Flow
-$1.02B
Cap. Flow %
-1.81%
Top 10 Hldgs %
27.04%
Holding
3,349
New
270
Increased
803
Reduced
1,271
Closed
278

Top Buys

Rank Stock Value
1
ASML icon
ASML
ASML
+$167M
2
IDXX icon
Idexx Laboratories
IDXX
+$130M
3
FLUT icon
Flutter Entertainment
FLUT
+$105M
4
SPOT icon
Spotify
SPOT
+$94.4M
5
TTAN
ServiceTitan Inc
TTAN
+$94.2M

Top Sells

Rank Stock Value
1
ODFL icon
Old Dominion Freight Line
ODFL
+$811M
2
COP icon
ConocoPhillips
COP
+$178M
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$175M
4
UNH icon
UnitedHealth
UNH
+$150M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$129M

Sector Composition

Rank Sector Weight
1 Technology 27.93%
2 Financials 12.75%
3 Healthcare 10.35%
4 Consumer Discretionary 9.14%
5 Industrials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BHP icon
226
BHP
BHP
$213B
$34.8M 0.06%
724,351
+19,587
+3% +$942K
CW icon
227
Curtiss-Wright
CW
$27.7B
$34.5M 0.06%
70,694
-1,130
-2% -$446K
KO icon
228
Coca-Cola
KO
$354B
$34.3M 0.06%
484,425
-167,932
-26% -$12M
CNI icon
229
Canadian National Railway
CNI
$78.3B
$33.9M 0.06%
325,865
+7,897
+2% +$804K
CRWD icon
230
CrowdStrike
CRWD
$187B
$33.7M 0.06%
264,372
-74,656
-22% -$8.09M
TRU icon
231
TransUnion
TRU
$14.8B
$33.1M 0.06%
376,638
-19,915
-5% -$1.66M
IJH icon
232
iShares Core S&P Mid-Cap ETF
IJH
$123B
$32.4M 0.06%
522,234
-16,222
-3% -$952K
MRK icon
233
Merck
MRK
$324B
$32.4M 0.06%
408,873
-604,959
-60% -$48.1M
SAP icon
234
SAP
SAP
$187B
$32.2M 0.06%
105,824
+100,055
+1,734% +$28.7M
BKLN icon
235
Invesco Senior Loan ETF
BKLN
$6.97B
$31.8M 0.06%
1,520,029
+185,584
+14% +$3.85M
DEO icon
236
Diageo
DEO
$46.2B
$31.4M 0.06%
311,328
+8,192
+3% +$889K
WES icon
237
Western Midstream Partners
WES
$19.6B
$31.3M 0.06%
809,284
-37,236
-4% -$1.42M
ICLR icon
238
Icon
ICLR
$12.8B
$31.2M 0.06%
214,590
-38,245
-15% -$5.42M
IEX icon
239
IDEX
IEX
$16.5B
$31.1M 0.06%
177,024
-2,503
-1% -$444K
TTD icon
240
Trade Desk
TTD
$8.13B
$30.4M 0.05%
422,675
-9,472
-2% -$605K
MSCI icon
241
MSCI
MSCI
$40B
$30.2M 0.05%
52,364
-14,683
-22% -$8.13M
ILMN icon
242
Illumina
ILMN
$29.4B
$29.8M 0.05%
312,179
+134,530
+76% +$10.9M
ENTG icon
243
Entegris
ENTG
$19.7B
$29.2M 0.05%
361,572
-16,434
-4% -$1.25M
HON icon
244
Honeywell
HON
$77.1B
$29.2M 0.05%
132,827
-26,813
-17% -$5.43M
LQD icon
245
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$28.9M 0.05%
263,397
+38,758
+17% +$4.16M
ACES icon
246
ALPS Clean Energy ETF
ACES
$109M
$28.8M 0.05%
1,114,830
-143,893
-11% -$3.45M
LOW icon
247
Lowe's Companies
LOW
$116B
$28.5M 0.05%
128,650
-41,755
-25% -$9.32M
VRT icon
248
Vertiv
VRT
$112B
$28.5M 0.05%
222,238
-4,245
-2% -$413K
SPYG icon
249
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.7B
$28.5M 0.05%
299,171
+43,084
+17% +$3.69M
ALGN icon
250
Align Technology
ALGN
$12B
$28.2M 0.05%
148,997
-3,830
-3% -$677K
8 9
10
11 12

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 Q2 2025 Portfolio in Review

As of Q2 2025, CIBC Private Wealth Group held 3,349 positions worth $56B, up 18% from $47.4B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q2 2025 filing shows 270 new, 803 increased, 1,271 reduced and 278 closed positions. Its largest new stake was ServiceTitan Inc: 843,114 shares worth $90.4M. The largest sale was Old Dominion Freight Line, an estimated $811M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 25% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q2 2025 buy was ServiceTitan Inc: 843,114 shares worth $90.4M.
  • CIBC Private Wealth Group added most to ASML in Q2 2025, an estimated $167M increase.
  • CIBC Private Wealth Group's biggest Q2 2025 reduction was Old Dominion Freight Line, cutting an estimated $811M.
  • CIBC Private Wealth Group fully exited Berry Global Group, Inc. in Q2 2025, selling an estimated $23.8M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $56B portfolio in Q2 2025.
  • CIBC Private Wealth Group opened 270 new positions and closed 278 in Q2 2025.
  • CIBC Private Wealth Group's portfolio value rose 18% quarter-over-quarter to $56B.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.