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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
ABX
2951
Abacus Global Management
ABX
$1.02B
$118 ﹤0.01%
+23
New +$170
HPK icon
2952
HighPeak Energy
HPK
$823M
$118 ﹤0.01%
+12
New +$118
REKR icon
2953
Rekor Systems
REKR
$85.9M
$116 ﹤0.01%
100
-551
-85% -$579
VFF icon
2954
Village Farms International
VFF
$244M
$116 ﹤0.01%
105
– –
KEX icon
2955
Kirby Corp
KEX
$7.7B
$113 ﹤0.01%
1
-46
-98% -$4.83K
TNDM icon
2956
Tandem Diabetes Care
TNDM
$1.23B
$112 ﹤0.01%
6
-640
-99% -$12.7K
UVIX icon
2957
2x Long VIX Futures ETF
UVIX
$263M
– –
0
– –
BKWO
2958
DELISTED
BNY Mellon Women's Opportunities ETF
BKWO
$110 ﹤0.01%
+3
New +$100
BPOP icon
2959
Popular Inc
BPOP
$11B
$110 ﹤0.01%
1
-27
-96% -$2.67K
PINC
2960
DELISTED
Premier
PINC
$110 ﹤0.01%
5
– –
RVMD icon
2961
Revolution Medicines
RVMD
$39.1B
$110 ﹤0.01%
3
– –
DIOD icon
2962
Diodes
DIOD
$3.74B
$106 ﹤0.01%
+2
New +$88
PRCH icon
2963
Porch Group
PRCH
$1.34B
$106 ﹤0.01%
+9
New +$77
KNDI
2964
Kandi Technologies Group
KNDI
$65.5M
$105 ﹤0.01%
95
– –
GKOS icon
2965
Glaukos
GKOS
$8.8B
$103 ﹤0.01%
+1
New +$94
AROC icon
2966
Archrock
AROC
$6.11B
$99 ﹤0.01%
+4
New +$98
SN icon
2967
SharkNinja
SN
$22.4B
$99 ﹤0.01%
+1
New +$86
KBR icon
2968
KBR
KBR
$4.76B
$96 ﹤0.01%
2
-56
-97% -$2.9K
VXX icon
2969
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$158M
$96 ﹤0.01%
2
– –
PDS
2970
Precision Drilling
PDS
$1.02B
$94 ﹤0.01%
2
– –
VC icon
2971
Visteon
VC
$2.89B
$93 ﹤0.01%
1
-3
-75% -$247
CHRS icon
2972
Coherus Oncology
CHRS
$224M
$90 ﹤0.01%
123
– –
DXPE icon
2973
DXP Enterprises
DXPE
$2.48B
$88 ﹤0.01%
+1
New +$83
AGO icon
2974
Assured Guaranty
AGO
$3.76B
$87 ﹤0.01%
1
-4
-80% -$341
JBGS
2975
JBG SMITH
JBGS
$838M
$87 ﹤0.01%
5
-142
-97% -$2.31K
117 118
119
120 121

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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.