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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
ADT icon
3076
ADT
ADT
$5.24B
– –
-164
Closed -$1.24K
AESI icon
3077
Atlas Energy Solutions
AESI
$1.43B
– –
-19,111
Closed -$247K
AGCO icon
3078
AGCO
AGCO
$8.71B
– –
-8
Closed -$606
AGX icon
3079
Argan
AGX
$7.61B
– –
-61
Closed -$7.78K
ALDX icon
3080
Aldeyra Therapeutics
ALDX
$95.3M
– –
-40,953
Closed -$78.6K
ALKT icon
3081
Alkami Technology
ALKT
$1.9B
– –
-25
Closed -$564
ALX
3082
Alexander's
ALX
$1.37B
– –
-1
Closed -$194
AMED
3083
DELISTED
Amedisys
AMED
– –
-254
Closed -$23.2K
AMWD
3084
DELISTED
American Woodmark
AMWD
– –
-40
Closed -$2.15K
ANGI icon
3085
Angi Inc
ANGI
$240M
– –
-234
Closed -$2.8K
ANGO icon
3086
AngioDynamics
ANGO
$565M
– –
-684
Closed -$6.16K
ANNX icon
3087
Annexon
ANNX
$841M
– –
-670
Closed -$1.03K
APPF icon
3088
AppFolio
APPF
$5.98B
– –
-14
Closed -$2.92K
ARCT icon
3089
Arcturus Therapeutics
ARCT
$164M
– –
-39
Closed -$347
ARHS icon
3090
Arhaus
ARHS
$1.12B
– –
-167
Closed -$1.23K
ARI
3091
Apollo Commercial Real Estate
ARI
$876M
– –
-3,258
Closed -$26K
ASC icon
3092
Ardmore Shipping
ASC
$669M
– –
-1,000
Closed -$8.51K
AUID icon
3093
authID Inc
AUID
$13.3M
– –
-3
Closed -$17
AVDL
3094
DELISTED
Avadel Pharmaceuticals
AVDL
– –
-78,253
Closed -$516K
AVRE icon
3095
Avantis Real Estate ETF
AVRE
$882M
– –
-1,289
Closed -$49.9K
AWP
3096
abrdn Global Premier Properties Fund
AWP
$378M
– –
0
– -$3
AXDX
3097
DELISTED
Accelerate Diagnostics
AXDX
– –
-3,939
Closed -$2.29K
BANR icon
3098
Banner Corp
BANR
$2.39B
– –
-38
Closed -$2.17K
BGR icon
3099
BlackRock Energy and Resources Trust
BGR
$412M
– –
-1
Closed -$11
BHVN icon
3100
Biohaven
BHVN
$2.18B
– –
-814
Closed -$13.5K
122 123
124
125 126

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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.