We are live on ! Find out more
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
RUN icon
3026
Sunrun
RUN
$2.38B
$25 ﹤0.01%
3
– –
SCLX icon
3027
Scilex Holding
SCLX
$49.4M
$24 ﹤0.01%
+4
New +$23
LIND icon
3028
Lindblad Expeditions
LIND
$1.84B
$23 ﹤0.01%
+2
New +$20
UCTT
3029
Ultra Clean Holdings
UCTT
$3.9B
$23 ﹤0.01%
1
-228
-100% -$4.68K
FNDB icon
3030
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.42B
$22 ﹤0.01%
1
– –
ONL
3031
Orion Office REIT
ONL
$150M
$21 ﹤0.01%
10
-3
-23% -$6
WKHS icon
3032
Workhorse Group
WKHS
$30.2M
$21 ﹤0.01%
+2
New +$26
SHOE
3033
Shoe Station Group
SHOE
$410M
$19 ﹤0.01%
1
– –
UCON icon
3034
First Trust Smith Unconstrained Bond ETF
UCON
$3.27B
$19 ﹤0.01%
1
-84
-99% -$2.07K
INUV icon
3035
Inuvo
INUV
$16.3M
$18 ﹤0.01%
4
– –
BRN icon
3036
Barnwell Industries
BRN
$14.7M
$17 ﹤0.01%
15
– –
MMIT icon
3037
IQ MacKay Municipal Intermediate ETF
MMIT
$1.46B
$17 ﹤0.01%
1
– –
OLP
3038
One Liberty Properties
OLP
$551M
$17 ﹤0.01%
1
– –
SHOO icon
3039
Steven Madden
SHOO
$3.18B
$16 ﹤0.01%
1
– –
CRIS icon
3040
Curis
CRIS
$9.14M
– –
0
– –
PGF icon
3041
Invesco Financial Preferred ETF
PGF
$675M
$14 ﹤0.01%
1
– –
KPTI icon
3042
Karyopharm Therapeutics
KPTI
$161M
$13 ﹤0.01%
3
– –
ULE icon
3043
ProShares Ultra Euro
ULE
$4.28M
$13 ﹤0.01%
1
– –
ULY
3044
DELISTED
Urgent.ly
ULY
$13 ﹤0.01%
2
– –
ARRY icon
3045
Array Technologies
ARRY
$848M
$12 ﹤0.01%
+2
New +$12
BMEZ icon
3046
BlackRock Health Sciences Trust II
BMEZ
$960M
$12 ﹤0.01%
1
-362
-100% -$5.17K
GHI icon
3047
Greystone Housing Impact Investors LP
GHI
$121M
$11 ﹤0.01%
1
-1
-50% -$12
IUSB icon
3048
iShares Core Universal USD Bond ETF
IUSB
$43B
– –
0
– –
BHK icon
3049
BlackRock Core Bond Trust
BHK
$642M
$10 ﹤0.01%
1
– –
SPMB icon
3050
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.98B
– –
-1,243
Closed -$27.1K
120 121
122
123 124

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
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
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.