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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
HTBK
2551
DELISTED
Heritage Commerce
HTBK
$3.16K ﹤0.01%
+318
New +$2.92K
HERO icon
2552
Global X Video Games & Esports ETF
HERO
$63.8M
$3.14K ﹤0.01%
96
– –
DFTX
2553
Definium Therapeutics
DFTX
$5.57B
$3.14K ﹤0.01%
484
+61
+14% +$401
ST icon
2554
Sensata Technologies
ST
$6.8B
$3.13K ﹤0.01%
104
-1,299
-93% -$31.9K
FINX icon
2555
Global X FinTech ETF
FINX
$173M
$3.11K ﹤0.01%
+91
New +$2.7K
FINV
2556
FinVolution Group
FINV
$1.16B
$3.06K ﹤0.01%
+323
New +$2.76K
GRID
2557
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.1B
$3.06K ﹤0.01%
22
– –
JTEK icon
2558
JPMorgan US Tech Leaders ETF
JTEK
$4B
$3.04K ﹤0.01%
+36
New +$2.65K
CLB icon
2559
Core Laboratories
CLB
$493M
$3.03K ﹤0.01%
263
-729
-73% -$8.65K
GENC icon
2560
Gencor Industries
GENC
$221M
$3.01K ﹤0.01%
215
-144
-40% -$1.89K
OUST icon
2561
Ouster
OUST
$2.28B
$3.01K ﹤0.01%
124
-763
-86% -$9.28K
SVM
2562
Silvercorp Metals
SVM
$2.08B
$3K ﹤0.01%
712
– –
WASH icon
2563
Washington Trust Bancorp
WASH
$754M
$2.97K ﹤0.01%
+105
New +$2.92K
STEM icon
2564
Stem
STEM
$47.7M
$2.96K ﹤0.01%
476
– –
FBT icon
2565
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.85B
$2.9K ﹤0.01%
18
-132
-88% -$21K
NMRK icon
2566
Newmark Group
NMRK
$2.88B
$2.9K ﹤0.01%
239
-332
-58% -$3.71K
RIG icon
2567
Transocean
RIG
$5.52B
$2.89K ﹤0.01%
1,117
+988
+766% +$2.55K
IPAR icon
2568
Interparfums
IPAR
$4.09B
$2.89K ﹤0.01%
22
– –
WFRD icon
2569
Weatherford International
WFRD
$5.99B
$2.87K ﹤0.01%
57
+5
+10% +$232
RPC
2570
Ridgepost Capital
RPC
$971M
$2.86K ﹤0.01%
280
– –
ICL icon
2571
ICL Group
ICL
$6.76B
$2.83K ﹤0.01%
+411
New +$2.68K
JHX icon
2572
James Hardie Industries
JHX
$15.6B
$2.77K ﹤0.01%
+103
New +$2.49K
GTN icon
2573
Gray Television
GTN
$430M
$2.72K ﹤0.01%
600
– –
ATHM icon
2574
Autohome
ATHM
$2.65B
$2.71K ﹤0.01%
105
– –
SONO icon
2575
Sonos
SONO
$2B
$2.7K ﹤0.01%
250
-140
-36% -$1.36K
101 102
103
104 105

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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.