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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
AEO icon
2826
American Eagle Outfitters
AEO
$3.04B
$546 ﹤0.01%
57
-22
-28% -$236
CRCT icon
2827
Cricut
CRCT
$987M
$542 ﹤0.01%
80
– –
SGMO
2828
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
$541 ﹤0.01%
1,000
– –
AHCO icon
2829
AdaptHealth
AHCO
$1.53B
$528 ﹤0.01%
+56
New +$494
WOLF icon
2830
Wolfspeed
WOLF
$1.14B
$526 ﹤0.01%
1,318
-169,403
-99% -$386K
CTKB icon
2831
Cytek Biosciences
CTKB
$576M
$524 ﹤0.01%
154
– –
SHC icon
2832
Sotera Health
SHC
$5.06B
$523 ﹤0.01%
+47
New +$550
INVA icon
2833
Innoviva
INVA
$1.61B
$522 ﹤0.01%
26
-208
-89% -$4K
BPMC
2834
DELISTED
Blueprint Medicines
BPMC
$513 ﹤0.01%
+4
New +$415
PEN icon
2835
Penumbra
PEN
$12.6B
$513 ﹤0.01%
2
-83
-98% -$22.6K
OABI icon
2836
OmniAb
OABI
$286M
$512 ﹤0.01%
294
-490
-63% -$820
STLA icon
2837
Stellantis
STLA
$16.7B
$512 ﹤0.01%
51
-830
-94% -$8.18K
BCAB icon
2838
BioAtla
BCAB
$5.86M
$511 ﹤0.01%
26
– –
MPTI.WS
2839
DELISTED
M-tron Industries Warrants
MPTI.WS
$505 ﹤0.01%
+500
New +$573
TLRY icon
2840
Tilray
TLRY
$498M
$504 ﹤0.01%
122
-88
-42% -$399
PAVM icon
2841
PAVmed
PAVM
$38.5M
$502 ﹤0.01%
28
– –
SBRA icon
2842
Sabra Healthcare REIT
SBRA
$5.61B
$498 ﹤0.01%
27
-235
-90% -$4.17K
DNLI icon
2843
Denali Therapeutics
DNLI
$3.82B
$490 ﹤0.01%
+35
New +$493
DXC icon
2844
DXC Technology
DXC
$1.76B
$489 ﹤0.01%
32
-144
-82% -$2.21K
ESNT icon
2845
Essent Group
ESNT
$6.21B
$486 ﹤0.01%
8
+6
+300% +$346
ACB
2846
Aurora Cannabis
ACB
$168M
$462 ﹤0.01%
109
+92
+541% +$446
KZR
2847
DELISTED
Kezar Life Sciences
KZR
$458 ﹤0.01%
100
– –
DOCN icon
2848
DigitalOcean
DOCN
$13.2B
$457 ﹤0.01%
+16
New +$467
LYFT icon
2849
Lyft
LYFT
$5.87B
$457 ﹤0.01%
29
-656
-96% -$9.19K
BXMX
2850
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$455 ﹤0.01%
33
– –
112 113
114
115 116

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Comerica Bank
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CWM
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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
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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.