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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
BMRA icon
2726
Biomerica
BMRA
$4.94M
$1.3K ﹤0.01%
412
-1
-0.2% -$4
DHF
2727
BNY Mellon High Yield Strategies Fund
DHF
$171M
$1.3K ﹤0.01%
500
– –
ASUR icon
2728
Asure Software
ASUR
$237M
$1.29K ﹤0.01%
132
– –
SDOW icon
2729
ProShares UltraPro Short Dow 30
SDOW
$160M
$1.29K ﹤0.01%
31
– –
HELE icon
2730
Helen of Troy
HELE
$672M
$1.28K ﹤0.01%
45
– –
WULF icon
2731
TeraWulf
WULF
$8.47B
$1.27K ﹤0.01%
291
+91
+46% +$311
SEDG icon
2732
SolarEdge
SEDG
$2.44B
$1.26K ﹤0.01%
62
-12,499
-100% -$207K
FVRR icon
2733
Fiverr
FVRR
$417M
$1.26K ﹤0.01%
43
– –
NBR icon
2734
Nabors Industries
NBR
$1.12B
$1.23K ﹤0.01%
44
+38
+633% +$1.13K
MGNI icon
2735
Magnite
MGNI
$2.82B
$1.23K ﹤0.01%
51
-87
-63% -$1.28K
DY icon
2736
Dycom Industries
DY
$12.1B
$1.22K ﹤0.01%
5
– –
AXTA icon
2737
Axalta
AXTA
$7.58B
$1.22K ﹤0.01%
41
-937
-96% -$29.2K
ADEA icon
2738
Adeia
ADEA
$2.77B
$1.22K ﹤0.01%
86
-221
-72% -$2.86K
JPLD icon
2739
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
$1.2K ﹤0.01%
23
– –
KOS icon
2740
Kosmos Energy
KOS
$1.39B
$1.2K ﹤0.01%
696
+50
+8% +$91
SHOC icon
2741
Strive US Semiconductor ETF
SHOC
$222M
$1.2K ﹤0.01%
23
-2
-8% -$88
CDE icon
2742
Coeur Mining
CDE
$15.4B
$1.2K ﹤0.01%
135
-8,250
-98% -$60.1K
DBI icon
2743
Designer Brands
DBI
$322M
$1.19K ﹤0.01%
501
– –
REE
2744
DELISTED
REE Automotive
REE
$1.19K ﹤0.01%
2,000
+1,000
+100% +$1.76K
NB
2745
NioCorp Developments
NB
$587M
$1.19K ﹤0.01%
510
– –
KW
2746
DELISTED
Kennedy-Wilson Holdings
KW
$1.18K ﹤0.01%
+173
New +$1.15K
BH icon
2747
Biglari Holdings Class B
BH
$1.18B
$1.17K ﹤0.01%
4
– –
TNK icon
2748
Teekay Tankers
TNK
$2.66B
$1.17K ﹤0.01%
+28
New +$1.2K
RNG icon
2749
RingCentral
RNG
$4.77B
$1.16K ﹤0.01%
41
-397
-91% -$10.2K
MLR icon
2750
Miller Industries
MLR
$584M
$1.16K ﹤0.01%
26
-31
-54% -$1.35K
108 109
110
111 112

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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.