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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
BITS icon
3101
Global X Blockchain & Bitcoin Strategy ETF
BITS
$23.9M
– –
-30
Closed -$1.38K
BOH icon
3102
Bank of Hawaii
BOH
$3.18B
– –
-4
Closed -$240
BOKF icon
3103
BOK Financial
BOKF
$8.66B
– –
-41
Closed -$3.65K
BOOT icon
3104
Boot Barn
BOOT
$4.84B
– –
-215
Closed -$19.8K
BPT
3105
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
– –
-100
Closed -$54
BRFS
3106
DELISTED
BRF SA
BRFS
– –
-166
Closed -$516
BSAC icon
3107
Banco Santander Chile
BSAC
$16.1B
– –
-252
Closed -$5.27K
BSCS icon
3108
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.55B
– –
-253
Closed -$5.12K
BSJP
3109
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
– –
-99
Closed -$2.27K
BUYW icon
3110
Main BuyWrite ETF
BUYW
$1.28B
– –
-1,685
Closed -$21.4K
BYND icon
3111
Beyond Meat
BYND
$277M
– –
-10
Closed -$27
CABO icon
3112
Cable One
CABO
$247M
– –
-3
Closed -$721
CAKE icon
3113
Cheesecake Factory
CAKE
$4.35B
– –
-277
Closed -$12.3K
CARG icon
3114
CarGurus
CARG
$3.26B
– –
-60
Closed -$1.51K
CBT icon
3115
Cabot Corp
CBT
$4.71B
– –
-54
Closed -$4.04K
CDP icon
3116
COPT Defense Properties
CDP
$4.35B
– –
-150
Closed -$3.71K
CEFS icon
3117
Saba Closed-End Funds ETF
CEFS
$427M
– –
-1,000
Closed -$19.4K
CHCO icon
3118
City Holding Co
CHCO
$2.04B
– –
-1
Closed -$110
CHCT
3119
Community Healthcare Trust
CHCT
$544M
– –
-41
Closed -$659
CHGG icon
3120
Chegg
CHGG
$118M
– –
-31
Closed -$15
CIO
3121
DELISTED
City Office REIT
CIO
– –
-3,300
Closed -$15.3K
CLNE icon
3122
Clean Energy Fuels
CLNE
$421M
– –
-80
Closed -$106
CLOI icon
3123
VanEck CLO ETF
CLOI
$1.49B
– –
-1,625
Closed -$84K
COHU icon
3124
Cohu
COHU
$1.99B
– –
-54
Closed -$720
CORZW icon
3125
Core Scientific Inc Tranche 1 Warrants
CORZW
$1.34B
– –
-25,000
Closed -$63.4K
123 124
125
126 127

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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
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.