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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
JANX icon
2501
Janux Therapeutics
JANX
$915M
$3.95K ﹤0.01%
171
– –
AVLV icon
2502
Avantis US Large Cap Value ETF
AVLV
$18B
$3.89K ﹤0.01%
+57
New +$3.67K
FROG icon
2503
JFrog
FROG
$9.26B
$3.86K ﹤0.01%
88
-205
-70% -$7.79K
FJP icon
2504
First Trust Japan AlphaDEX Fund
FJP
$243M
$3.82K ﹤0.01%
+64
New +$3.61K
CRON
2505
Cronos Group
CRON
$1.06B
$3.82K ﹤0.01%
2,000
-250
-11% -$474
EBND icon
2506
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.25B
$3.81K ﹤0.01%
178
-3,239
-95% -$66.9K
WGS icon
2507
GeneDx Holdings
WGS
$1.84B
$3.79K ﹤0.01%
41
– –
LPX icon
2508
Louisiana-Pacific
LPX
$5.35B
$3.78K ﹤0.01%
44
+11
+33% +$977
HLI icon
2509
Houlihan Lokey
HLI
$10.2B
$3.78K ﹤0.01%
21
-31
-60% -$5.21K
SCHZ icon
2510
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$3.72K ﹤0.01%
160
– –
SKM icon
2511
SK Telecom
SKM
$11.8B
$3.71K ﹤0.01%
159
-91
-36% -$1.96K
BANF icon
2512
BancFirst
BANF
$3.89B
$3.71K ﹤0.01%
30
-137
-82% -$16.3K
BKHY icon
2513
BNY Mellon High Yield Beta ETF
BKHY
$158M
$3.67K ﹤0.01%
76
+9
+13% +$426
BKN
2514
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
$3.64K ﹤0.01%
334
– –
SITM icon
2515
SiTime
SITM
$14.7B
$3.62K ﹤0.01%
17
-14
-45% -$2.53K
MT icon
2516
ArcelorMittal
MT
$50.7B
$3.6K ﹤0.01%
+114
New +$3.37K
RGR icon
2517
Sturm, Ruger & Co
RGR
$611M
$3.59K ﹤0.01%
100
– –
CART icon
2518
Maplebear
CART
$10.7B
$3.57K ﹤0.01%
79
-12
-13% -$522
ELP
2519
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
$3.57K ﹤0.01%
+391
New +$3.28K
SLM icon
2520
SLM Corp
SLM
$4.74B
$3.54K ﹤0.01%
108
+3
+3% +$92
BLKB icon
2521
Blackbaud
BLKB
$1.65B
$3.53K ﹤0.01%
55
-129
-70% -$8.06K
FDT icon
2522
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$1.25B
$3.51K ﹤0.01%
+51
New +$3.21K
VNAM icon
2523
Global X MSCI Vietnam ETF
VNAM
$33.5M
$3.5K ﹤0.01%
+200
New +$3.22K
LBRT icon
2524
Liberty Energy
LBRT
$2.89B
$3.5K ﹤0.01%
305
– –
CNOB icon
2525
Center Bancorp
CNOB
$1.66B
$3.5K ﹤0.01%
+151
New +$3.44K
99 100
101
102 103

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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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PPFA
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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.