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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
PFN
2901
PIMCO Income Strategy Fund II
PFN
$694M
$229 ﹤0.01%
31
– –
SSYS icon
2902
Stratasys
SSYS
$695M
$229 ﹤0.01%
20
– –
BBAI icon
2903
BigBear.ai
BBAI
$1.35B
$224 ﹤0.01%
33
-217
-87% -$784
CETY icon
2904
Clean Energy Technologies
CETY
$11.4M
$223 ﹤0.01%
60
– –
XRN
2905
Chiron Real Estate Inc
XRN
$543M
$222 ﹤0.01%
+6
New +$209
NEXN
2906
Nexxen International
NEXN
$583M
$219 ﹤0.01%
+21
New +$213
JBS
2907
JBS N.V.
JBS
$45.7B
$219 ﹤0.01%
+15
New +$211
AGNT
2908
AGNT Inc
AGNT
$670M
$218 ﹤0.01%
+24
New +$210
TTGT icon
2909
TechTarget
TTGT
$320M
$218 ﹤0.01%
+28
New +$223
GTX icon
2910
Garrett Motion
GTX
$5.53B
$210 ﹤0.01%
20
-182,877
-100% -$1.84M
LESL icon
2911
Leslie's
LESL
$10M
$210 ﹤0.01%
25
– –
FORM icon
2912
FormFactor
FORM
$6.89B
$206 ﹤0.01%
6
-244
-98% -$7.41K
CRF
2913
Cornerstone Total Return Fund
CRF
$1.14B
$202 ﹤0.01%
26
-1
-4% -$7
JMIA
2914
Jumia Technologies
JMIA
$741M
$201 ﹤0.01%
50
– –
IGC icon
2915
IGC Pharma
IGC
$27.2M
$200 ﹤0.01%
655
– –
PLUG icon
2916
Plug Power
PLUG
$2.73B
$197 ﹤0.01%
132
-244
-65% -$243
PCVX icon
2917
Vaxcyte
PCVX
$8.1B
$195 ﹤0.01%
+6
New +$197
ASIX icon
2918
AdvanSix
ASIX
$548M
$190 ﹤0.01%
8
-4
-33% -$91
UAA icon
2919
Under Armour
UAA
$3.04B
$184 ﹤0.01%
27
-45
-63% -$280
LILA icon
2920
Liberty Latin America Class A
LILA
$1.68B
$183 ﹤0.01%
44
– –
AYTU icon
2921
AYTU BioPharma
AYTU
$22.6M
$181 ﹤0.01%
83
– –
MYRG icon
2922
MYR Group
MYRG
$5.31B
$181 ﹤0.01%
1
– –
UCO icon
2923
ProShares Ultra Bloomberg Crude Oil
UCO
$391M
$179 ﹤0.01%
8
– –
LAZR
2924
DELISTED
Luminar Technologies
LAZR
$172 ﹤0.01%
60
– –
DRIO icon
2925
DarioHealth
DRIO
$54.6M
$168 ﹤0.01%
13
– –
115 116
117
118 119

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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
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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.