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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
TSLA icon
276
Tesla
TSLA
$1.24T
$20.5M 0.04%
64,491
+6,123
+10% +$1.84M
NTRA icon
277
Natera
NTRA
$37.5B
$20.3M 0.04%
120,002
+116,571
+3,398% +$18.2M
WCC
278
WESCO International
WCC
$16.2B
$20.2M 0.04%
109,193
-3,353
-3% -$553K
ENB icon
279
Enbridge
ENB
$124B
$19.8M 0.04%
437,179
-14,596
-3% -$662K
D icon
280
Dominion Energy
D
$62.5B
$19.7M 0.04%
347,827
-406,382
-54% -$22.3M
WFC icon
281
Wells Fargo
WFC
$261B
$19.3M 0.03%
240,823
-380
-0.2% -$27.4K
PNR icon
282
Pentair
PNR
$10.2B
$19.1M 0.03%
186,244
-4,854
-3% -$453K
CI icon
283
Cigna
CI
$76.6B
$19M 0.03%
57,505
-1,318
-2% -$425K
KNTK icon
284
Kinetik
KNTK
$3.71B
$18.9M 0.03%
429,644
+53,450
+14% +$2.35M
CWEN icon
285
Clearway Energy Class C
CWEN
$5B
$18.9M 0.03%
589,398
-2,753
-0.5% -$82.2K
BDX icon
286
Becton Dickinson
BDX
$43.1B
$18.7M 0.03%
108,792
-2,370
-2% -$434K
TRP icon
287
TC Energy
TRP
$73.5B
$18.7M 0.03%
382,427
-8,948
-2% -$439K
OSK icon
288
Oshkosh
OSK
$9.67B
$18.6M 0.03%
164,203
-4,354
-3% -$423K
ZWS icon
289
Zurn Elkay Water Solutions
ZWS
$8.07B
$18.5M 0.03%
504,932
-12,751
-2% -$439K
EMR icon
290
Emerson Electric
EMR
$82.9B
$18.4M 0.03%
137,823
+224
+0.2% +$25.7K
EME icon
291
Emcor
EME
$33.1B
$18.2M 0.03%
33,998
+33,670
+10,265% +$14.9M
PCOR icon
292
Procore
PCOR
$6.46B
$18M 0.03%
263,305
-8,025
-3% -$524K
IJR icon
293
iShares Core S&P Small-Cap ETF
IJR
$109B
$18M 0.03%
164,623
-10,211
-6% -$1.06M
BIP icon
294
Brookfield Infrastructure Partners
BIP
$18.8B
$17.9M 0.03%
533,323
-39,615
-7% -$1.24M
LMT icon
295
Lockheed Martin
LMT
$134B
$17.8M 0.03%
38,382
-265
-0.7% -$124K
IWS icon
296
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$17.7M 0.03%
134,055
-68
-0.1% -$8.53K
SAIA icon
297
Saia
SAIA
$11.3B
$17.6M 0.03%
64,165
-1,849
-3% -$527K
BKNG icon
298
Booking.com
BKNG
$138B
$17.6M 0.03%
75,800
+15,275
+25% +$3.13M
VUG icon
299
Vanguard Growth ETF
VUG
$216B
$17.4M 0.03%
237,564
-9,042
-4% -$595K
RSG icon
300
Republic Services
RSG
$66.7B
$17.1M 0.03%
69,478
-19,076
-22% -$4.71M
10 11
12
13 14

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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.