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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
WTBA icon
2876
West Bancorporation
WTBA
$483M
$314 ﹤0.01%
+16
New +$309
ALGM icon
2877
Allegro MicroSystems
ALGM
$8.17B
$308 ﹤0.01%
+9
New +$224
NRIX icon
2878
Nurix Therapeutics
NRIX
$2.45B
$308 ﹤0.01%
+27
New +$292
IMNM icon
2879
Immunome
IMNM
$2.61B
$298 ﹤0.01%
+32
New +$262
PRTA icon
2880
Prothena Corp
PRTA
$442M
$297 ﹤0.01%
49
– –
FFBC icon
2881
First Financial Bancorp
FFBC
$3.54B
$291 ﹤0.01%
+12
New +$285
GSL icon
2882
Global Ship Lease
GSL
$1.56B
$289 ﹤0.01%
+11
New +$257
IOVA icon
2883
Iovance Biotherapeutics
IOVA
$2.09B
$284 ﹤0.01%
+165
New +$411
CODX
2884
Co-Diagnostics
CODX
$6.45M
$280 ﹤0.01%
33
– –
DIBS icon
2885
1stdibs.com
DIBS
$149M
$275 ﹤0.01%
100
– –
SMBK icon
2886
SmartFinancial
SMBK
$904M
$270 ﹤0.01%
+8
New +$247
HYLN icon
2887
Hyliion Holdings
HYLN
$617M
$263 ﹤0.01%
+199
New +$290
RDFN
2888
DELISTED
Redfin
RDFN
$257 ﹤0.01%
23
-40
-63% -$393
TXG icon
2889
10x Genomics
TXG
$5.87B
$255 ﹤0.01%
22
-540
-96% -$4.92K
TBPH icon
2890
Theravance Biopharma
TBPH
$875M
$254 ﹤0.01%
+23
New +$224
PAGS icon
2891
PagSeguro Digital
PAGS
$2.65B
$251 ﹤0.01%
+26
New +$234
SLNO
2892
DELISTED
Soleno Therapeutics
SLNO
$251 ﹤0.01%
+3
New +$225
SPIR icon
2893
Spire Global
SPIR
$430M
$250 ﹤0.01%
+21
New +$212
PCYO icon
2894
Pure Cycle
PCYO
$260M
$247 ﹤0.01%
+23
New +$238
TE
2895
T1 Energy
TE
$1.17B
$246 ﹤0.01%
200
-33
-14% -$40
KBA icon
2896
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$147M
$243 ﹤0.01%
10
– –
OPEN icon
2897
Opendoor
OPEN
$3.76B
$241 ﹤0.01%
468
-6,608
-93% -$4.78K
SFIX
2898
Stitch Fix
SFIX
$560M
$237 ﹤0.01%
+64
New +$240
BNED icon
2899
Barnes & Noble Education
BNED
$441M
$235 ﹤0.01%
20
– –
NNOX icon
2900
Nano X Imaging
NNOX
$61.1M
$233 ﹤0.01%
45
-482
-91% -$2.46K
114 115
116
117 118

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CWM
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FAF
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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.