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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
+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
RING icon
2476
iShares MSCI Global Gold Miners ETF
RING
$2.27B
$4.47K ﹤0.01%
102
– –
NUSC icon
2477
Nuveen ESG Small-Cap ETF
NUSC
$1.29B
$4.46K ﹤0.01%
109
– –
CDXS icon
2478
Codexis
CDXS
$161M
$4.39K ﹤0.01%
1,800
-2,400
-57% -$5.63K
SIL icon
2479
Global X Silver Miners ETF NEW
SIL
$3.99B
$4.38K ﹤0.01%
+91
New +$3.88K
WD icon
2480
Walker & Dunlop
WD
$1.75B
$4.35K ﹤0.01%
62
-1,964
-97% -$142K
PTBD icon
2481
Pacer Trendpilot US Bond ETF
PTBD
$85.2M
$4.33K ﹤0.01%
219
– –
ITUB icon
2482
Itaú Unibanco
ITUB
$91.6B
$4.32K ﹤0.01%
655
-452
-41% -$2.75K
SRPT icon
2483
Sarepta Therapeutics
SRPT
$1.63B
$4.29K ﹤0.01%
251
-267
-52% -$11.4K
GBCI icon
2484
Glacier Bancorp
GBCI
$6.45B
$4.26K ﹤0.01%
99
+28
+39% +$1.16K
HLNE icon
2485
Hamilton Lane
HLNE
$3.91B
$4.26K ﹤0.01%
30
-20
-40% -$3.02K
EPIX
2486
DELISTED
ESSA Pharma
EPIX
$4.25K ﹤0.01%
2,500
– –
JBLU icon
2487
JetBlue
JBLU
$2.23B
$4.23K ﹤0.01%
1,000
-451
-31% -$2.02K
PDBC icon
2488
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.2B
$4.21K ﹤0.01%
323
-5,675
-95% -$73.2K
RIOT icon
2489
Riot Platforms
RIOT
$8.03B
$4.21K ﹤0.01%
373
+73
+24% +$621
HUMA icon
2490
Humacyte
HUMA
$170M
$4.18K ﹤0.01%
2,000
– –
FCOM icon
2491
Fidelity MSCI Communication Services Index ETF
FCOM
$1.8B
$4.18K ﹤0.01%
64
– –
HYEM icon
2492
VanEck Emerging Markets High Yield Bond ETF
HYEM
$522M
$4.16K ﹤0.01%
210
– –
NSA
2493
DELISTED
National Storage Affiliates Trust
NSA
$4.13K ﹤0.01%
+129
New +$4.5K
CRAI icon
2494
CRA International
CRAI
$1.16B
$4.12K ﹤0.01%
22
– –
XFOR icon
2495
X4 Pharmaceuticals
XFOR
$371M
$4.12K ﹤0.01%
2,166
– –
AMPL icon
2496
Amplitude
AMPL
$1.16B
$4.09K ﹤0.01%
330
– –
IPGP icon
2497
IPG Photonics
IPGP
$3.57B
$4.05K ﹤0.01%
59
-138
-70% -$8.61K
OPLN
2498
Openlane
OPLN
$4.27B
$3.98K ﹤0.01%
163
– –
ZVRA icon
2499
Zevra Therapeutics
ZVRA
$575M
$3.96K ﹤0.01%
450
– –
JILL icon
2500
J. Jill
JILL
$278M
$3.95K ﹤0.01%
270
– –
98 99
100
101 102

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CWM
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VRS
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FAF
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BGIM
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CIM
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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.