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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
JHMM icon
2701
John Hancock Multifactor Mid Cap ETF
JHMM
$5.96B
$1.53K ﹤0.01%
25
– –
KYNB
2702
Kyntra Bio
KYNB
$28.2M
$1.52K ﹤0.01%
287
– –
WNC icon
2703
Wabash National
WNC
$541M
$1.52K ﹤0.01%
+143
New +$1.38K
TPB icon
2704
Turning Point Brands
TPB
$1.56B
$1.51K ﹤0.01%
20
-15
-43% -$1.02K
IAS
2705
DELISTED
Integral Ad Science
IAS
$1.5K ﹤0.01%
180
– –
BRC icon
2706
Brady Corp
BRC
$4.6B
$1.5K ﹤0.01%
22
-7
-24% -$487
APPN icon
2707
Appian
APPN
$2.01B
$1.49K ﹤0.01%
50
– –
DOLE icon
2708
Dole
DOLE
$1.35B
$1.48K ﹤0.01%
106
– –
MSGE icon
2709
Madison Square Garden
MSGE
$3.65B
$1.48K ﹤0.01%
37
-497
-93% -$17.6K
SANM icon
2710
Sanmina
SANM
$9.24B
$1.47K ﹤0.01%
+15
New +$1.24K
VITL icon
2711
Vital Farms
VITL
$592M
$1.46K ﹤0.01%
38
-857
-96% -$28.9K
TCRT icon
2712
Alaunos Therapeutics
TCRT
$4.64M
$1.46K ﹤0.01%
300
– –
LZB icon
2713
La-Z-Boy
LZB
$1.65B
$1.45K ﹤0.01%
39
-44
-53% -$1.76K
DINO icon
2714
HF Sinclair
DINO
$16.1B
$1.44K ﹤0.01%
35
+8
+30% +$275
ZROZ icon
2715
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.37B
$1.43K ﹤0.01%
21
– –
CMCO icon
2716
Columbus McKinnon
CMCO
$467M
$1.42K ﹤0.01%
93
+25
+37% +$382
RPRX icon
2717
Royalty Pharma
RPRX
$26.6B
$1.41K ﹤0.01%
39
-110,921
-100% -$3.67M
SOXQ icon
2718
Invesco PHLX Semiconductor ETF
SOXQ
$2.22B
$1.4K ﹤0.01%
32
– –
VRRM icon
2719
Verra Mobility
VRRM
$635M
$1.4K ﹤0.01%
55
+28
+104% +$652
SANA icon
2720
Sana Biotechnology
SANA
$916M
$1.38K ﹤0.01%
504
+4
+0.8% +$8
PHI icon
2721
PLDT
PHI
$4.32B
$1.37K ﹤0.01%
+63
New +$1.42K
SQQQ icon
2722
ProShares UltraPro Short QQQ
SQQQ
$2.17B
$1.37K ﹤0.01%
+14
New +$2.01K
GRVY
2723
GRAVITY
GRVY
$431M
$1.34K ﹤0.01%
+21
New +$1.3K
HR icon
2724
Healthcare Realty
HR
$7.58B
$1.33K ﹤0.01%
84
-1
-1% -$15
GDRX icon
2725
GoodRx Holdings
GDRX
$1.06B
$1.3K ﹤0.01%
262
-124
-32% -$539
107 108
109
110 111

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.