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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
LGO
2776
Largo
LGO
$60.5M
$885 ﹤0.01%
686
– –
CLSD
2777
DELISTED
Clearside Biomedical
CLSD
$880 ﹤0.01%
73
– –
ACMR icon
2778
ACM Research
ACMR
$4.98B
$855 ﹤0.01%
+33
New +$742
DNA icon
2779
Ginkgo Bioworks
DNA
$503M
$844 ﹤0.01%
75
– –
TSLS icon
2780
Direxion Daily TSLA Bear 1X ETF
TSLS
$87M
$831 ﹤0.01%
11
– –
ELPC icon
2781
Copel
ELPC
$8.63B
$826 ﹤0.01%
+97
New +$743
EMO
2782
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.02B
$815 ﹤0.01%
17
– –
VMEO
2783
DELISTED
Vimeo
VMEO
$812 ﹤0.01%
201
– –
ERII icon
2784
Energy Recovery
ERII
$433M
$805 ﹤0.01%
63
– –
LFST icon
2785
Lifestance Health
LFST
$4.29B
$776 ﹤0.01%
150
-300
-67% -$1.8K
TUA icon
2786
Simplify Short Term Treasury Futures Strategy ETF
TUA
$696M
$771 ﹤0.01%
+35
New +$767
HCI icon
2787
HCI Group
HCI
$2.29B
$761 ﹤0.01%
5
+3
+150% +$461
WATT icon
2788
Energous
WATT
$72.8M
$756 ﹤0.01%
92
– –
OTLY
2789
Oatly Group
OTLY
$473M
$736 ﹤0.01%
62
– –
XTN icon
2790
State Street SPDR S&P Transportation ETF
XTN
$401M
$725 ﹤0.01%
9
– –
CNK icon
2791
Cinemark Holdings
CNK
$4.09B
$724 ﹤0.01%
+24
New +$726
BTBT icon
2792
Bit Digital
BTBT
$459M
$712 ﹤0.01%
+325
New +$718
HLIT icon
2793
Harmonic Inc
HLIT
$1.2B
$710 ﹤0.01%
75
– –
WOOF icon
2794
Petco
WOOF
$811M
$708 ﹤0.01%
250
– –
AKRO
2795
DELISTED
Akero Therapeutics
AKRO
$694 ﹤0.01%
+13
New +$591
IBUY icon
2796
Amplify Online Retail ETF
IBUY
$113M
$690 ﹤0.01%
+10
New +$640
GPCR icon
2797
Structure Therapeutics
GPCR
$3.4B
$684 ﹤0.01%
+33
New +$726
SLG icon
2798
SL Green Realty
SLG
$3.77B
$681 ﹤0.01%
+11
New +$630
VIAV icon
2799
Viavi Solutions
VIAV
$8.66B
$675 ﹤0.01%
67
– –
ENVA icon
2800
Enova International
ENVA
$6.2B
$669 ﹤0.01%
6
+5
+500% +$477
110 111
112
113 114

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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.