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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
CPF icon
3126
Central Pacific Financial
CPF
$1.01B
– –
-15,000
Closed -$361K
CQP icon
3127
Cheniere Energy
CQP
$30.5B
– –
-1,000
Closed -$55.9K
CRBG icon
3128
Corebridge Financial
CRBG
$14.3B
– –
-4
Closed -$102
CRNX icon
3129
Crinetics Pharmaceuticals
CRNX
$8.87B
– –
-32
Closed -$818
CVE icon
3130
Cenovus Energy
CVE
$52.3B
– –
-9,909
Closed -$106K
DDS icon
3131
Dillards
DDS
$8.96B
– –
-6
Closed -$1.77K
DFAE icon
3132
Dimensional Emerging Core Equity Market ETF
DFAE
$9.28B
– –
-40
Closed -$926
DFLV icon
3133
Dimensional US Large Cap Value ETF
DFLV
$6.84B
– –
-81
Closed -$2.18K
DFS
3134
DELISTED
Discover Financial Services
DFS
– –
-23,443
Closed -$3.47M
DGIN icon
3135
VanEck Digital India ETF
DGIN
$15M
– –
-84
Closed -$3.07K
DK icon
3136
Delek US
DK
$3.95B
– –
-240
Closed -$2.77K
DNB
3137
DELISTED
Dun & Bradstreet
DNB
– –
-4,680
Closed -$39.3K
DRH icon
3138
Diamondrock Hospitality Co
DRH
$2.64B
– –
-172
Closed -$1.1K
DVYE icon
3139
iShares Emerging Markets Dividend ETF
DVYE
$1.2B
– –
-598
Closed -$14.3K
E icon
3140
ENI
E
$73.5B
– –
-138
Closed -$3.48K
EDIV icon
3141
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.22B
– –
-267
Closed -$8.71K
EFC
3142
Ellington Financial
EFC
$1.68B
– –
-1,000
Closed -$11.6K
ELEV
3143
DELISTED
Elevation Oncology
ELEV
– –
-160,530
Closed -$37.4K
EMGF icon
3144
iShares Emerging Markets Equity Factor ETF
EMGF
$1.81B
– –
-35
Closed -$1.45K
ENOV icon
3145
Enovis
ENOV
$1.63B
– –
-1,093
Closed -$33.5K
EOS
3146
Eaton Vance Enhance Equity Income Fund II
EOS
$1.13B
– –
-1,000
Closed -$18.5K
ESGR
3147
DELISTED
Enstar Group
ESGR
– –
-2
Closed -$664
ETNB
3148
DELISTED
89bio
ETNB
– –
-5,000
Closed -$24.1K
EWH icon
3149
iShares MSCI Hong Kong ETF
EWH
$1.23B
– –
-598
Closed -$9.09K
FAPR icon
3150
FT Vest US Equity Buffer ETF April
FAPR
$1.26B
– –
-305
Closed -$11.4K
124 125
126
127 128

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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.