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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
DDD icon
2751
3D Systems Corp
DDD
$412M
$1.15K ﹤0.01%
748
– –
LEE icon
2752
Lee Enterprises
LEE
$177M
$1.15K ﹤0.01%
180
– –
CRC icon
2753
California Resources
CRC
$4.38B
$1.14K ﹤0.01%
25
-8
-24% -$327
BRKL
2754
DELISTED
Brookline Bancorp
BRKL
$1.14K ﹤0.01%
+108
New +$1.12K
IFRA icon
2755
iShares US Infrastructure ETF
IFRA
$4.56B
$1.14K ﹤0.01%
23
– –
EVH icon
2756
Evolent Health
EVH
$421M
$1.13K ﹤0.01%
100
– –
MAT icon
2757
Mattel
MAT
$4.49B
$1.12K ﹤0.01%
57
-75
-57% -$1.33K
QAT icon
2758
iShares MSCI Qatar ETF
QAT
$64.2M
$1.12K ﹤0.01%
+60
New +$1.1K
LOAN
2759
Manhattan Bridge Capital
LOAN
$47.7M
$1.09K ﹤0.01%
200
– –
EXEEL
2760
DELISTED
Expand Energy Corp Class C Warrants
EXEEL
$1.08K ﹤0.01%
10
– –
AMH icon
2761
American Homes 4 Rent
AMH
$12.2B
$1.08K ﹤0.01%
30
-166
-85% -$6.14K
AMKR icon
2762
Amkor Technology
AMKR
$11.3B
$1.05K ﹤0.01%
50
-133
-73% -$2.45K
VRNT
2763
DELISTED
Verint Systems
VRNT
$1.04K ﹤0.01%
53
-19
-26% -$332
GRC icon
2764
Gorman-Rupp
GRC
$2.18B
$1.03K ﹤0.01%
28
– –
HI
2765
DELISTED
Hillenbrand
HI
$1K ﹤0.01%
50
– –
RELL icon
2766
Richardson Electronics
RELL
$273M
$1K ﹤0.01%
104
– –
CHRD icon
2767
Chord Energy
CHRD
$7.25B
$969 ﹤0.01%
10
-7
-41% -$666
SEMR
2768
DELISTED
Semrush
SEMR
$968 ﹤0.01%
107
– –
GEF.B icon
2769
Greif Class B
GEF.B
$4.02B
$966 ﹤0.01%
14
-176
-93% -$10.7K
SAM icon
2770
Boston Beer
SAM
$1.93B
$954 ﹤0.01%
5
-70
-93% -$16.1K
DXYZ
2771
Destiny Tech100
DXYZ
$688M
$952 ﹤0.01%
+25
New +$949
OII icon
2772
Oceaneering
OII
$4.78B
$932 ﹤0.01%
45
+2
+5% +$39
AMSC icon
2773
American Superconductor
AMSC
$1.39B
$917 ﹤0.01%
25
-1,063
-98% -$26.1K
APLE icon
2774
Apple Hospitality REIT
APLE
$3.97B
$899 ﹤0.01%
77
-2,805
-97% -$32.9K
BIVI icon
2775
BioVie
BIVI
$10M
$891 ﹤0.01%
96
-82
-46% -$810
109 110
111
112 113

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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.