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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
HNST icon
2526
The Honest Company
HNST
$421M
$3.49K ﹤0.01%
685
– –
STKL
2527
DELISTED
SunOpta
STKL
$3.48K ﹤0.01%
600
-1
-0.2% -$5
JHI
2528
John Hancock Investors Trust
JHI
$114M
$3.48K ﹤0.01%
251
– –
ICFI icon
2529
ICF International
ICFI
$1.51B
$3.47K ﹤0.01%
41
– –
LTC
2530
LTC Properties
LTC
$2.14B
$3.46K ﹤0.01%
100
– –
GEL icon
2531
Genesis Energy
GEL
$1.81B
$3.45K ﹤0.01%
200
– –
CTBI icon
2532
Community Trust Bancorp
CTBI
$1.42B
$3.44K ﹤0.01%
65
– –
FSTR icon
2533
Foster
FSTR
$439M
$3.43K ﹤0.01%
157
-87
-36% -$1.7K
NVNO
2534
enVVeno Medical
NVNO
$6.94M
$3.43K ﹤0.01%
25
– –
HOVR icon
2535
New Horizon Aircraft
HOVR
$117M
$3.42K ﹤0.01%
2,000
– –
APEI icon
2536
American Public Education
APEI
$917M
$3.41K ﹤0.01%
112
-121
-52% -$3.2K
BYRN icon
2537
Byrna Technologies
BYRN
$90.1M
$3.4K ﹤0.01%
110
– –
TAL icon
2538
TAL Education Group
TAL
$5.79B
$3.37K ﹤0.01%
330
– –
TPZ
2539
Tortoise Electrification Infrastructure ETF
TPZ
$127M
$3.36K ﹤0.01%
164
– –
CWT icon
2540
California Water Service
CWT
$3.14B
$3.33K ﹤0.01%
73
– –
GENI icon
2541
Genius Sports
GENI
$1.95B
$3.33K ﹤0.01%
320
– –
CSTM icon
2542
Constellium
CSTM
$3.96B
$3.33K ﹤0.01%
250
– –
FYBR
2543
DELISTED
Frontier Communications
FYBR
$3.31K ﹤0.01%
91
-9
-9% -$326
CPA icon
2544
Copa Holdings
CPA
$5.71B
$3.3K ﹤0.01%
30
-60
-67% -$5.92K
SXI icon
2545
Standex International
SXI
$3.56B
$3.29K ﹤0.01%
21
-6
-22% -$900
VIXY icon
2546
ProShares VIX Short-Term Futures ETF
VIXY
$208M
$3.28K ﹤0.01%
+70
New +$4.03K
AMSF icon
2547
AMERISAFE
AMSF
$573M
$3.28K ﹤0.01%
75
– –
DPRO
2548
Draganfly
DPRO
$151M
$3.17K ﹤0.01%
+1,000
New +$2.33K
SBSW icon
2549
Sibanye-Stillwater
SBSW
$5.93B
$3.17K ﹤0.01%
+439
New +$2.4K
FMET icon
2550
Fidelity Metaverse ETF
FMET
$44.6M
$3.16K ﹤0.01%
93
– –
100 101
102
103 104

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Comerica Bank
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CWM
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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
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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.