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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
LOAR icon
2976
Loar Holdings
LOAR
$6.7B
$86 ﹤0.01%
1
-4
-80% -$346
INDI icon
2977
indie Semiconductor
INDI
$655M
$85 ﹤0.01%
+24
New +$60
VAL icon
2978
Valaris
VAL
$5.26B
$84 ﹤0.01%
+2
New +$75
POWA icon
2979
Invesco Bloomberg Pricing Power ETF
POWA
$180M
$82 ﹤0.01%
1
– –
TTMI icon
2980
TTM Technologies
TTMI
$10.9B
$82 ﹤0.01%
+2
New +$55
FIDU icon
2981
Fidelity MSCI Industrials Index ETF
FIDU
$2.33B
$80 ﹤0.01%
1
-39
-98% -$2.79K
IONS icon
2982
Ionis Pharmaceuticals
IONS
$9.05B
$79 ﹤0.01%
2
-28
-93% -$916
AX icon
2983
Axos Financial
AX
$5.52B
$76 ﹤0.01%
1
-4,624
-100% -$313K
VNOM icon
2984
Viper Energy
VNOM
$8.4B
$76 ﹤0.01%
2
-1,798
-100% -$72.7K
TKR icon
2985
Timken Company
TKR
$9.72B
$73 ﹤0.01%
+1
New +$68
SNDR icon
2986
Schneider National
SNDR
$6.37B
$72 ﹤0.01%
3
-551
-99% -$12.8K
CARS icon
2987
Cars.com
CARS
$690M
$71 ﹤0.01%
6
– –
FSLY icon
2988
Fastly Inc
FSLY
$3.07B
$71 ﹤0.01%
10
-300
-97% -$2.01K
GSAT icon
2989
Globalstar
GSAT
$10.1B
$71 ﹤0.01%
+3
New +$60
LZ icon
2990
LegalZoom.com
LZ
$1.4B
$71 ﹤0.01%
+8
New +$67
RNP icon
2991
Cohen & Steers REIT and Preferred and Income Fund
RNP
$1B
$70 ﹤0.01%
3
+2
+200% +$43
STIM icon
2992
Neuronetics
STIM
$125M
$70 ﹤0.01%
20
– –
XPOF icon
2993
Xponential Fitness
XPOF
$281M
$67 ﹤0.01%
+9
New +$75
FTLS icon
2994
First Trust Long/Short Equity ETF
FTLS
$2.45B
$65 ﹤0.01%
1
-43
-98% -$2.76K
OUT icon
2995
Outfront Media
OUT
$5.6B
$65 ﹤0.01%
4
-250
-98% -$3.91K
CMPS
2996
Compass Pathways
CMPS
$1.44B
$64 ﹤0.01%
23
– –
BKSY icon
2997
BlackSky Technology
BKSY
$876M
$62 ﹤0.01%
3
-7,497
-100% -$80.7K
ALKS icon
2998
Alkermes
ALKS
$8.42B
$57 ﹤0.01%
2
-64
-97% -$1.91K
HWC icon
2999
Hancock Whitney
HWC
$6.1B
$57 ﹤0.01%
+1
New +$53
GRFS
3000
Grifois
GRFS
$5.39B
$54 ﹤0.01%
6
– –
118 119
120
121 122

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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.