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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
PACB icon
2651
Pacific Biosciences
PACB
$432M
$1.87K ﹤0.01%
1,509
– –
BRCC icon
2652
BRC Inc
BRCC
$118M
$1.86K ﹤0.01%
1,420
– –
DEC
2653
Diversified Energy Company
DEC
$864M
$1.85K ﹤0.01%
+126
New +$1.69K
EYE icon
2654
National Vision
EYE
$1.75B
$1.84K ﹤0.01%
80
-120
-60% -$2.05K
IAG icon
2655
IAMGOLD
IAG
$8.24B
$1.84K ﹤0.01%
250
– –
ATKR icon
2656
Atkore
ATKR
$2.62B
$1.83K ﹤0.01%
26
+1
+4% +$65
HTHT icon
2657
Huazhu Hotels Group
HTHT
$13.2B
$1.83K ﹤0.01%
+54
New +$1.89K
TALO icon
2658
Talos Energy
TALO
$2.28B
$1.83K ﹤0.01%
216
– –
DNN icon
2659
Denison Mines
DNN
$2.49B
$1.82K ﹤0.01%
1,000
– –
PFBC icon
2660
Preferred Bank
PFBC
$1.25B
$1.82K ﹤0.01%
21
– –
KALV
2661
DELISTED
KalVista Pharmaceuticals
KALV
$1.81K ﹤0.01%
160
– –
BLV icon
2662
Vanguard Long-Term Bond ETF
BLV
$5.81B
$1.81K ﹤0.01%
26
-401
-94% -$27.3K
GNTX icon
2663
Gentex
GNTX
$5.12B
$1.8K ﹤0.01%
82
-333
-80% -$7.28K
KRNY icon
2664
Kearny Financial
KRNY
$607M
$1.8K ﹤0.01%
+278
New +$1.71K
TFII icon
2665
TFI International
TFII
$12.1B
$1.79K ﹤0.01%
20
-150
-88% -$12.7K
BBD icon
2666
Banco Bradesco
BBD
$38.3B
$1.79K ﹤0.01%
580
-483
-45% -$1.27K
BWX icon
2667
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
$1.79K ﹤0.01%
76
-223
-75% -$5.09K
ROG icon
2668
Rogers Corp
ROG
$2.13B
$1.78K ﹤0.01%
+26
New +$1.68K
ULCC icon
2669
Frontier Group Holdings
ULCC
$1.43B
$1.77K ﹤0.01%
+488
New +$1.79K
BTAL icon
2670
AGF US Market Neutral Anti-Beta Fund
BTAL
$307M
$1.77K ﹤0.01%
+100
New +$1.95K
TPST icon
2671
Tempest Therapeutics
TPST
$13.9M
$1.77K ﹤0.01%
260
+250
+2,500% +$1.78K
COMP icon
2672
Compass
COMP
$8.88B
$1.76K ﹤0.01%
281
– –
FTXO icon
2673
First Trust Nasdaq Bank ETF
FTXO
$308M
$1.75K ﹤0.01%
+53
New +$1.6K
GES
2674
DELISTED
Guess Inc
GES
$1.73K ﹤0.01%
+143
New +$1.6K
INFL icon
2675
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.48B
$1.73K ﹤0.01%
+41
New +$1.69K
105 106
107
108 109

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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.