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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
FARM
3151
DELISTED
Farmer Brothers
FARM
– –
-1,000
Closed -$1.77K
FAUG icon
3152
FT Vest US Equity Buffer ETF August
FAUG
$1.18B
– –
-269
Closed -$11.2K
FC icon
3153
Franklin Covey
FC
$251M
– –
-4,600
Closed -$90.7K
FCBC icon
3154
First Community Bankshares
FCBC
$919M
– –
-49
Closed -$1.81K
FCEL icon
3155
FuelCell Energy
FCEL
$1.57B
– –
-100
Closed -$392
FCN icon
3156
FTI Consulting
FCN
$5.02B
– –
-28
Closed -$4.28K
FDEC icon
3157
FT Vest US Equity Buffer ETF December
FDEC
$1.32B
– –
-283
Closed -$11.3K
FFEB icon
3158
FT Vest US Equity Buffer ETF February
FFEB
$1.37B
– –
-253
Closed -$11.4K
FHB icon
3159
First Hawaiian
FHB
$3.4B
– –
-133
Closed -$2.83K
FIBK icon
3160
First Interstate BancSystem
FIBK
$3.68B
– –
-68
Closed -$1.62K
FJAN icon
3161
FT Vest US Equity Buffer ETF January
FJAN
$1.42B
– –
-276
Closed -$11.3K
FJUL icon
3162
FT Vest US Equity Buffer ETF July
FJUL
$1.2B
– –
-255
Closed -$11.2K
FJUN icon
3163
FT Vest US Equity Buffer ETF June
FJUN
$1.35B
– –
-243
Closed -$11.2K
FLSP icon
3164
Franklin Systematic Style Premia ETF
FLSP
$1.03B
– –
-1,461
Closed -$35.1K
FLYW icon
3165
Flywire
FLYW
$2.02B
– –
-1,800
Closed -$15.6K
FMAY icon
3166
FT Vest US Equity Buffer ETF May
FMAY
$1.4B
– –
-264
Closed -$11.2K
FMB icon
3167
First Trust Managed Municipal ETF
FMB
$2.04B
– –
-80
Closed -$3.97K
FMAR icon
3168
FT Vest US Equity Buffer ETF March
FMAR
$1.13B
– –
-291
Closed -$11.3K
FNOV icon
3169
FT Vest US Equity Buffer ETF November
FNOV
$1.21B
– –
-261
Closed -$11.2K
FOCT icon
3170
FT Vest US Equity Buffer ETF October
FOCT
$1.16B
– –
-292
Closed -$11.2K
FSEP icon
3171
FT Vest US Equity Buffer ETF September
FSEP
$1.21B
– –
-274
Closed -$11.3K
FTEK icon
3172
Fuel Tech
FTEK
$45.5M
– –
-1,000
Closed -$945
FTSM icon
3173
First Trust Enhanced Short Maturity ETF
FTSM
$6.51B
– –
-335
Closed -$20K
FV icon
3174
First Trust Dorsey Wright Focus 5 ETF
FV
$3.62B
– –
-360
Closed -$17.4K
FXY icon
3175
Invesco CurrencyShares Japanese Yen Trust
FXY
$426M
– –
-45
Closed -$2.84K
125 126
127
128 129

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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.