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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
FTGC icon
3051
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.96B
– –
-35
Closed -$861
CRBP icon
3052
Corbus Pharmaceuticals
CRBP
$168M
$7 ﹤0.01%
1
– –
FLMI icon
3053
Franklin Dynamic Municipal Bond ETF
FLMI
$2.29B
– –
0
– –
BKF icon
3054
iShares MSCI BIC ETF
BKF
$76.4M
– –
-265
Closed -$10.6K
NMR icon
3055
Nomura Holdings
NMR
$28.6B
$6 ﹤0.01%
1
– –
JFR icon
3056
Nuveen Floating Rate Income Fund
JFR
$1.24B
$5 ﹤0.01%
1
– –
LSF icon
3057
Laird Superfood
LSF
$47.3M
$5 ﹤0.01%
1
– –
HTEC icon
3058
ROBO Global Healthcare Technology and Innovation ETF
HTEC
$74.6M
– –
0
– –
LAW icon
3059
CS Disco
LAW
$248M
$4 ﹤0.01%
1
– –
BTT icon
3060
BlackRock Municipal 2030 Target Term Trust
BTT
$1.43B
– –
0
– –
VIP
3061
Vulcan Infrastructure and Power Inc. Class A Common Stock
VIP
$40.6M
$3 ﹤0.01%
+2
New +$2
PSEC icon
3062
Prospect Capital
PSEC
$1.12B
$3 ﹤0.01%
1
– –
TIPX icon
3063
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$2.01B
– –
0
– –
BRY
3064
DELISTED
Berry Corp
BRY
$2 ﹤0.01%
1
– –
CIG icon
3065
CEMIG Preferred Shares
CIG
$6.18B
$2 ﹤0.01%
1
– –
NRT
3066
North European Oil Royalty Trust
NRT
$79.2M
– –
0
– –
CLOV icon
3067
Clover Health Investments
CLOV
$2.25B
– –
-5,000
Closed -$16.4K
COTY icon
3068
Coty
COTY
$2.39B
– –
0
– –
DSX.WS icon
3069
Diana Shipping Inc Warrants exp 2026
DSX.WS
$3.41M
$1 ﹤0.01%
13
– –
HUBCZ icon
3070
Hub Cyber Security Warrant
HUBCZ
$85.5K
$1 ﹤0.01%
+100
New +$1
VRME icon
3071
VerifyMe
VRME
$9M
$1 ﹤0.01%
1
– –
ACCO icon
3072
Acco Brands
ACCO
$381M
– –
-382
Closed -$1.35K
ACRE
3073
Ares Commercial Real Estate
ACRE
$257M
– –
-3,927
Closed -$14.1K
ADC icon
3074
Agree Realty
ADC
$9.66B
– –
-2
Closed -$141
ADAP
3075
DELISTED
Adaptimmune Therapeutics
ADAP
– –
-3,023
Closed -$682
121 122
123
124 125

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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.