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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
PUK icon
2601
Prudential
PUK
$36.1B
$2.35K ﹤0.01%
94
-122
-56% -$2.73K
TCMD icon
2602
Tactile Systems Technology
TCMD
$626M
$2.35K ﹤0.01%
232
-1,000
-81% -$11.4K
IGIC icon
2603
International General Insurance
IGIC
$1.23B
$2.33K ﹤0.01%
97
– –
CRSR icon
2604
Corsair Gaming
CRSR
$1.15B
$2.33K ﹤0.01%
+247
New +$1.99K
XSOE icon
2605
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.97B
$2.32K ﹤0.01%
67
-2,205
-97% -$70.6K
REZI icon
2606
Resideo Technologies
REZI
$5.55B
$2.32K ﹤0.01%
105
-16
-13% -$305
VTMX icon
2607
Vesta Real Estate
VTMX
$3.24B
$2.3K ﹤0.01%
84
-18
-18% -$483
TWI icon
2608
Titan International
TWI
$530M
$2.3K ﹤0.01%
+224
New +$1.73K
DOO
2609
Bombardier Recreational Products
DOO
$4.58B
$2.28K ﹤0.01%
+47
New +$1.85K
YMM icon
2610
Full Truck Alliance
YMM
$9.64B
$2.27K ﹤0.01%
192
+23
+14% +$268
MBLY icon
2611
Mobileye
MBLY
$2.13B
$2.27K ﹤0.01%
126
– –
HODL icon
2612
VanEck Bitcoin Trust
HODL
$1.07B
$2.25K ﹤0.01%
74
-234
-76% -$6.53K
FTXL icon
2613
First Trust Nasdaq Semiconductor ETF
FTXL
$2.05B
$2.25K ﹤0.01%
23
– –
RAYC
2614
DELISTED
Rayliant Quantamental China Equity ETF
RAYC
$2.25K ﹤0.01%
150
– –
AAOI icon
2615
Applied Optoelectronics
AAOI
$7.07B
$2.23K ﹤0.01%
87
– –
EVTC icon
2616
Evertec
EVTC
$1.94B
$2.23K ﹤0.01%
62
-121
-66% -$4.29K
EC icon
2617
Ecopetrol
EC
$32.5B
$2.22K ﹤0.01%
+251
New +$2.22K
GPOR icon
2618
Gulfport Energy Corp
GPOR
$2.76B
$2.21K ﹤0.01%
11
-7
-39% -$1.3K
ASPI icon
2619
ASP Isotopes
ASPI
$475M
$2.21K ﹤0.01%
300
– –
NVCR icon
2620
NovoCure
NVCR
$1.89B
$2.21K ﹤0.01%
124
-1,233
-91% -$21.5K
LI icon
2621
Li Auto
LI
$13.8B
$2.2K ﹤0.01%
+81
New +$2.14K
BOX icon
2622
Box
BOX
$4.36B
$2.19K ﹤0.01%
64
+32
+100% +$1.05K
ARKG icon
2623
ARK Genomic Revolution ETF
ARKG
$1.54B
$2.18K ﹤0.01%
89
-65
-42% -$1.42K
TILE icon
2624
Interface
TILE
$2B
$2.13K ﹤0.01%
102
-37
-27% -$733
LBTYK icon
2625
Liberty Global Class C
LBTYK
$3.4B
$2.13K ﹤0.01%
207
– –
103 104
105
106 107

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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.