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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
FLG
2801
Flagstar Bank National Association
FLG
$5.83B
$660 ﹤0.01%
62
– –
IDR icon
2802
Idaho Strategic Resources
IDR
$456M
$654 ﹤0.01%
+50
New +$736
SCO icon
2803
ProShares UltraShort Bloomberg Crude Oil
SCO
$731M
$650 ﹤0.01%
9
– –
VYX icon
2804
NCR Voyix
VYX
$1.19B
$645 ﹤0.01%
55
-21
-28% -$212
QVCGA
2805
DELISTED
QVC Group Inc Series A
QVCGA
$641 ﹤0.01%
233
-1
-0.4% -$6
CLSK icon
2806
CleanSpark
CLSK
$3.46B
$640 ﹤0.01%
+58
New +$516
IHAK icon
2807
iShares Cybersecurity and Tech ETF
IHAK
$999M
$639 ﹤0.01%
+12
New +$597
STXS icon
2808
Stereotaxis
STXS
$128M
$636 ﹤0.01%
300
– –
ARMK icon
2809
Aramark
ARMK
$15.1B
$628 ﹤0.01%
15
-29
-66% -$1.08K
WHF icon
2810
WhiteHorse Finance
WHF
$139M
$628 ﹤0.01%
72
– –
IHI icon
2811
iShares US Medical Devices ETF
IHI
$3.14B
$626 ﹤0.01%
10
-170
-94% -$10.2K
TOGA
2812
Tremblant Global ETF
TOGA
$176M
$624 ﹤0.01%
18
– –
KLIC icon
2813
Kulicke & Soffa
KLIC
$4.76B
$623 ﹤0.01%
+18
New +$585
APAM icon
2814
Artisan Partners
APAM
$2.9B
$621 ﹤0.01%
14
-133
-90% -$5.32K
PGRE
2815
DELISTED
Paramount Group
PGRE
$610 ﹤0.01%
100
– –
GAMR icon
2816
Amplify Video Game Tech ETF
GAMR
$37.4M
$595 ﹤0.01%
+7
New +$512
VKTX icon
2817
Viking Therapeutics
VKTX
$3.93B
$583 ﹤0.01%
22
-1,339
-98% -$35.2K
EFOI icon
2818
Energy Focus
EFOI
$17.6M
$577 ﹤0.01%
236
– –
MTSI icon
2819
MACOM Technology Solutions
MTSI
$19B
$573 ﹤0.01%
+4
New +$467
SKIN icon
2820
SkinHealth Systems
SKIN
$90.5M
$573 ﹤0.01%
300
– –
CAL icon
2821
Caleres
CAL
$447M
$568 ﹤0.01%
+46
New +$689
HWKN icon
2822
Hawkins
HWKN
$2.99B
$568 ﹤0.01%
+4
New +$503
MC icon
2823
Moelis & Co
MC
$5.1B
$561 ﹤0.01%
+9
New +$505
AUDC icon
2824
AudioCodes
AUDC
$249M
$560 ﹤0.01%
57
– –
AMRN
2825
Amarin Corp
AMRN
$293M
$551 ﹤0.01%
34
-51
-60% -$574
111 112
113
114 115

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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.