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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
NE icon
3001
Noble Corp
NE
$6.35B
$53 ﹤0.01%
+2
New +$48
AEHR icon
3002
Aehr Test Systems
AEHR
$2.24B
$52 ﹤0.01%
+4
New +$38
KURA icon
3003
Kura Oncology
KURA
$835M
$52 ﹤0.01%
+9
New +$55
KODK icon
3004
Kodak
KODK
$801M
$51 ﹤0.01%
+9
New +$54
IAK icon
3005
iShares US Insurance ETF
IAK
$524M
– –
0
– –
EHAB
3006
DELISTED
Enhabit
EHAB
$48 ﹤0.01%
5
-164
-97% -$1.51K
CNBS icon
3007
Amplify Seymour Cannabis ETF
CNBS
$69M
$46 ﹤0.01%
+3
New +$49
HTOO icon
3008
Fusion Fuel Green
HTOO
$8.87M
$45 ﹤0.01%
6
– –
OUSTZ
3009
DELISTED
Ouster Inc Warrants
OUSTZ
$45 ﹤0.01%
400
– –
BUR icon
3010
Burford Capital
BUR
$949M
$43 ﹤0.01%
+3
New +$39
FXA icon
3011
Invesco CurrencyShares Australian Dollar Trust
FXA
$96.6M
$43 ﹤0.01%
+1
New +$63
SPCE icon
3012
Virgin Galactic
SPCE
$321M
$38 ﹤0.01%
14
-395
-97% -$1.21K
AB icon
3013
AllianceBernstein
AB
$3.54B
$37 ﹤0.01%
1
– –
MANU icon
3014
Manchester United
MANU
$4.01B
$36 ﹤0.01%
2
– –
MTW icon
3015
Manitowoc
MTW
$528M
$36 ﹤0.01%
3
– –
SRRK icon
3016
Scholar Rock
SRRK
$5.9B
$35 ﹤0.01%
+1
New +$31
ARLO icon
3017
Arlo Technologies
ARLO
$1.55B
$34 ﹤0.01%
2
-241
-99% -$3.08K
SPFF icon
3018
Global X SuperIncome Preferred ETF
SPFF
$140M
$32 ﹤0.01%
4
+1
+33% +$9
DV icon
3019
DoubleVerify
DV
$1.74B
$30 ﹤0.01%
2
-34
-94% -$466
HAYW icon
3020
Hayward Holdings
HAYW
$3.21B
$28 ﹤0.01%
2
-194
-99% -$2.61K
ETO
3021
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$495M
$27 ﹤0.01%
1
-1,136
-100% -$28.5K
AOSL icon
3022
Alpha and Omega Semiconductor
AOSL
$882M
$26 ﹤0.01%
1
-999
-100% -$21.7K
NBOS icon
3023
Neuberger Option Strategy ETF
NBOS
$467M
$26 ﹤0.01%
1
– –
AEON icon
3024
AEON Biopharma
AEON
$11M
$25 ﹤0.01%
33
– –
RSPD icon
3025
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$321M
– –
-72
Closed -$3.63K
119 120
121
122 123

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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.