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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
LASE icon
2576
Laser Photonics
LASE
$52.2M
$2.69K ﹤0.01%
1,000
– –
FEZ icon
2577
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.32B
$2.69K ﹤0.01%
+45
New +$2.57K
PBYI icon
2578
Puma Biotechnology
PBYI
$406M
$2.66K ﹤0.01%
775
– –
GLIN icon
2579
VanEck India Growth Leaders ETF
GLIN
$95.8M
$2.65K ﹤0.01%
55
-19
-26% -$855
KRNT icon
2580
Kornit Digital
KRNT
$708M
$2.63K ﹤0.01%
132
+109
+474% +$2.17K
TRMK icon
2581
Trustmark
TRMK
$2.74B
$2.63K ﹤0.01%
72
+17
+31% +$582
VLGEA icon
2582
Village Super Market
VLGEA
$645M
$2.62K ﹤0.01%
68
-66
-49% -$2.44K
ACHC icon
2583
Acadia Healthcare
ACHC
$3.01B
$2.61K ﹤0.01%
115
-15
-12% -$355
RRR icon
2584
Red Rock Resorts
RRR
$3.87B
$2.6K ﹤0.01%
50
-20
-29% -$914
PRVA icon
2585
Privia Health
PRVA
$3.13B
$2.6K ﹤0.01%
113
-67
-37% -$1.55K
CALF icon
2586
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.73B
$2.59K ﹤0.01%
65
– –
NNE
2587
Nano Nuclear Energy
NNE
$837M
$2.59K ﹤0.01%
75
-1,500
-95% -$41.3K
FWRD icon
2588
Forward Air
FWRD
$467M
$2.58K ﹤0.01%
105
– –
AAMI
2589
Acadian Asset Management
AAMI
$2.94B
$2.57K ﹤0.01%
+73
New +$2.12K
HIMX
2590
Himax Technologies
HIMX
$2.09B
$2.57K ﹤0.01%
288
+30
+12% +$236
RHLD
2591
Resolute Holdings Management
RHLD
$1.1B
$2.52K ﹤0.01%
79
– –
RMBS icon
2592
Rambus
RMBS
$9.49B
$2.5K ﹤0.01%
39
+37
+1,850% +$1.98K
PSO icon
2593
Pearson
PSO
$10.5B
$2.49K ﹤0.01%
167
– –
BIRK icon
2594
Birkenstock
BIRK
$7.7B
$2.46K ﹤0.01%
50
– –
GPK icon
2595
Graphic Packaging
GPK
$3.45B
$2.42K ﹤0.01%
115
-85
-43% -$1.97K
IEZ icon
2596
iShares US Oil Equipment & Services ETF
IEZ
$350M
$2.41K ﹤0.01%
142
– –
ATRC icon
2597
AtriCure
ATRC
$2.01B
$2.39K ﹤0.01%
73
– –
SNN icon
2598
Smith & Nephew
SNN
$13.7B
$2.39K ﹤0.01%
+78
New +$2.2K
CLOU icon
2599
Global X Cloud Computing ETF
CLOU
$231M
$2.38K ﹤0.01%
+102
New +$2.24K
H icon
2600
Hyatt Hotels
H
$17.8B
$2.37K ﹤0.01%
17
-37
-69% -$4.62K
102 103
104
105 106

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CWM
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VRS
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FAF
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BGIM
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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.