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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
FRPH icon
2626
FRP Holdings
FRPH
$448M
$2.12K ﹤0.01%
79
+13
+20% +$353
HFRO
2627
Highland Opportunities and Income Fund
HFRO
$406M
$2.1K ﹤0.01%
404
+8
+2% +$40
SLP icon
2628
Simulations Plus
SLP
$371M
$2.09K ﹤0.01%
120
-135
-53% -$3.79K
CALM icon
2629
Cal-Maine
CALM
$4.42B
$2.09K ﹤0.01%
21
+15
+250% +$1.43K
BLNK icon
2630
Blink Charging
BLNK
$74.1M
$2.09K ﹤0.01%
2,220
+4
+0.2% +$3
FENY icon
2631
Fidelity MSCI Energy Index ETF
FENY
$1.94B
$2.08K ﹤0.01%
89
+1
+1% +$23
THCH icon
2632
TH International
THCH
$52.5M
$2.08K ﹤0.01%
700
– –
GT icon
2633
Goodyear
GT
$2.12B
$2.07K ﹤0.01%
200
– –
GLDD
2634
DELISTED
Great Lakes Dredge & Dock
GLDD
$2.07K ﹤0.01%
170
– –
LBTYA icon
2635
Liberty Global Class A
LBTYA
$3.49B
$2.07K ﹤0.01%
207
– –
YORW icon
2636
York Water
YORW
$517M
$2.05K ﹤0.01%
65
– –
NFBK
2637
DELISTED
Northfield Bancorp
NFBK
$2.04K ﹤0.01%
+178
New +$1.98K
SWTX
2638
DELISTED
SpringWorks Therapeutics
SWTX
$2.02K ﹤0.01%
43
-38
-47% -$1.69K
IMTM icon
2639
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.04B
$2.01K ﹤0.01%
44
– –
SUSC icon
2640
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
$2K ﹤0.01%
86
– –
ALLY icon
2641
Ally Financial
ALLY
$13.4B
$1.99K ﹤0.01%
51
-85
-63% -$2.94K
JNUG icon
2642
Direxion Daily Junior Gold Miners Index Bull 2X ETF
JNUG
$361M
$1.99K ﹤0.01%
25
– –
MMS icon
2643
Maximus
MMS
$3.31B
$1.97K ﹤0.01%
28
+10
+56% +$702
VOYG
2644
Voyager Technologies
VOYG
$1.52B
$1.96K ﹤0.01%
+50
New +$2.38K
CPRI icon
2645
Capri Holdings
CPRI
$1.88B
$1.95K ﹤0.01%
110
-135
-55% -$2.22K
GWAV icon
2646
Greenwave Technology Solutions
GWAV
$2.06M
$1.93K ﹤0.01%
91
– –
SPHR icon
2647
Sphere Entertainment
SPHR
$5.06B
$1.92K ﹤0.01%
46
-1,010
-96% -$34.2K
INV
2648
Innventure Inc
INV
$249M
$1.92K ﹤0.01%
400
– –
ASBP
2649
Aspire Biopharma
ASBP
$9.39M
$1.91K ﹤0.01%
+6
New +$2.85K
MCR
2650
DELISTED
MFS Charter Income Trust
MCR
$1.91K ﹤0.01%
300
– –
104 105
106
107 108

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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.