We are live on ! Find out more
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
EEM icon
251
iShares MSCI Emerging Markets ETF
EEM
$28B
$28.2M 0.05%
584,513
-37,537
-6% -$1.69M
ULTA icon
252
Ulta Beauty
ULTA
$20.4B
$27.5M 0.05%
58,732
-1,541
-3% -$637K
VVV icon
253
Valvoline
VVV
$4.97B
$27.3M 0.05%
720,473
-19,529
-3% -$683K
RVTY icon
254
Revvity
RVTY
$12.3B
$27.1M 0.05%
279,680
-10,744
-4% -$1.01M
KEYS icon
255
Keysight
KEYS
$54.5B
$26.4M 0.05%
161,347
-47,180
-23% -$7.19M
TXO icon
256
TXO Partners LP
TXO
$726M
$26.4M 0.05%
1,755,064
+695,465
+66% +$11.2M
MCO icon
257
Moody's
MCO
$81.7B
$25.5M 0.05%
50,856
-743
-1% -$344K
FANG icon
258
Diamondback Energy
FANG
$57.6B
$25.5M 0.05%
185,457
-69,234
-27% -$9.59M
DPZ icon
259
Domino's
DPZ
$11B
$25.2M 0.05%
55,988
-1,565
-3% -$735K
PINS icon
260
Pinterest
PINS
$12.4B
$25.1M 0.04%
699,448
-19,320
-3% -$586K
INTU icon
261
Intuit
INTU
$81.1B
$24.9M 0.04%
31,672
-789
-2% -$534K
SBUX icon
262
Starbucks
SBUX
$118B
$24.5M 0.04%
267,195
-3,608
-1% -$313K
NVO
263
Novo Nordisk
NVO
$216B
$23.8M 0.04%
345,067
+13,404
+4% +$912K
VCSH icon
264
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$23.6M 0.04%
297,153
-3,369
-1% -$265K
RRX icon
265
Regal Rexnord
RRX
$14.2B
$23.3M 0.04%
161,021
-4,328
-3% -$543K
EPI icon
266
WisdomTree India Earnings Fund ETF
EPI
$2.02B
$23.3M 0.04%
490,973
– –
IR icon
267
Ingersoll Rand
IR
$33B
$23M 0.04%
277,083
-4,416
-2% -$348K
MUB icon
268
iShares National Muni Bond ETF
MUB
$45.1B
$22.8M 0.04%
217,783
+114,158
+110% +$11.9M
PLNT icon
269
Planet Fitness
PLNT
$4.23B
$22.4M 0.04%
205,695
+198,140
+2,623% +$19.8M
GD icon
270
General Dynamics
GD
$105B
$22.4M 0.04%
76,857
-287
-0.4% -$79K
PFE icon
271
Pfizer
PFE
$140B
$21.9M 0.04%
904,770
-157,136
-15% -$3.66M
PSX icon
272
Phillips 66
PSX
$82.9B
$21.4M 0.04%
179,630
-34,015
-16% -$3.81M
EQNR icon
273
Equinor
EQNR
$95.9B
$21.1M 0.04%
838,717
+23,842
+3% +$576K
BEP icon
274
Brookfield Renewable
BEP
$10B
$20.8M 0.04%
815,093
-17,271
-2% -$406K
BAM icon
275
Brookfield Asset Management
BAM
$74B
$20.7M 0.04%
375,098
-2,184
-0.6% -$117K
9 10
11
12 13

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.