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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
SJT
2926
San Juan Basin Royalty Trust
SJT
$117M
$166 ﹤0.01%
28
– –
WMG icon
2927
Warner Music
WMG
$15B
$163 ﹤0.01%
6
– –
BCYC
2928
Bicycle Therapeutics
BCYC
$275M
$160 ﹤0.01%
+23
New +$183
AAT
2929
American Assets Trust
AAT
$1.48B
$158 ﹤0.01%
+8
New +$156
DFSI
2930
Dimensional International Sustainability Core 1 ETF
DFSI
$1.13B
$158 ﹤0.01%
+4
New +$149
CHGX icon
2931
AXS Change Finance ESG ETF
CHGX
$171M
$156 ﹤0.01%
+6
New +$145
SRG
2932
Seritage Growth Properties
SRG
$129M
$154 ﹤0.01%
50
– –
MDXG icon
2933
MiMedx Group
MDXG
$649M
$153 ﹤0.01%
+25
New +$166
GERN icon
2934
Geron
GERN
$930M
$151 ﹤0.01%
+107
New +$152
ELBM
2935
Electra Battery Materials
ELBM
$54.8M
$148 ﹤0.01%
+138
New +$146
FUBO icon
2936
FuboTV Inc
FUBO
$266M
$147 ﹤0.01%
+3
New +$112
CLBK icon
2937
Columbia Financial
CLBK
$1.14B
$145 ﹤0.01%
+10
New +$142
QDEL icon
2938
QuidelOrtho
QDEL
$1.14B
$144 ﹤0.01%
5
-19
-79% -$562
TRIB
2939
Trinity Biotech
TRIB
$8.4M
$144 ﹤0.01%
7
– –
OPRT icon
2940
Oportun Financial
OPRT
$264M
$143 ﹤0.01%
20
– –
FMHI icon
2941
First Trust Municipal High Income ETF
FMHI
$993M
$140 ﹤0.01%
3
– –
PENG
2942
Penguin Solutions Inc
PENG
$2.47B
$139 ﹤0.01%
+7
New +$127
PARAA
2943
DELISTED
Paramount Global Class A
PARAA
$138 ﹤0.01%
6
+1
+20% +$23
AVSD icon
2944
Avantis Responsible International Equity ETF
AVSD
$482M
$135 ﹤0.01%
+2
New +$127
SMTC icon
2945
Semtech
SMTC
$10.4B
$135 ﹤0.01%
+3
New +$107
AEIS icon
2946
Advanced Energy
AEIS
$10.9B
$133 ﹤0.01%
+1
New +$110
ROOT icon
2947
Root
ROOT
$972M
$128 ﹤0.01%
1
– –
NVD icon
2948
GraniteShares 2x Short NVDA Daily ETF
NVD
$61.7M
$126 ﹤0.01%
+10
New +$227
DOUG icon
2949
Douglas Elliman
DOUG
$160M
$123 ﹤0.01%
53
– –
SCHO icon
2950
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$121 ﹤0.01%
5
– –
116 117
118
119 120

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Comerica Bank
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CWM
CIBC World Markets New York $20.8B AUM
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
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.