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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
GAME icon
3176
GameSquare
GAME
$37.5M
– –
-5,000
Closed -$3.13K
GHC icon
3177
Graham Holdings Company
GHC
$5.08B
– –
-1
Closed -$884
GO icon
3178
Grocery Outlet
GO
$932M
– –
-467
Closed -$6.29K
GOOS
3179
Canada Goose Holdings
GOOS
$891M
– –
-3
Closed -$21
GPRE icon
3180
Green Plains
GPRE
$1.15B
– –
-114
Closed -$407
HAUZ icon
3181
Xtrackers International Real Estate ETF
HAUZ
$1.06B
– –
-2,096
Closed -$39.7K
HIFS icon
3182
Hingham Institution for Saving
HIFS
$613M
– –
-1
Closed -$222
HIW icon
3183
Highwoods Properties
HIW
$3.73B
– –
-1,152
Closed -$29.2K
HL icon
3184
Hecla Mining
HL
$10.2B
– –
-131
Closed -$617
HP icon
3185
Helmerich & Payne
HP
$3.36B
– –
-938
Closed -$17.8K
HUN icon
3186
Huntsman Corp
HUN
$2.06B
– –
-1,164
Closed -$14.3K
HYDB icon
3187
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
– –
-136
Closed -$6.07K
PPLI
3188
People Inc
PPLI
$3.15B
– –
-98
Closed -$2.61K
IART icon
3189
Integra LifeSciences
IART
$1.52B
– –
-58
Closed -$1.05K
IBCP icon
3190
Independent Bank Corp
IBCP
$774M
– –
-10,000
Closed -$286K
IDYA icon
3191
IDEAYA Biosciences
IDYA
$3.54B
– –
-16
Closed -$232
IGE icon
3192
iShares North American Natural Resources ETF
IGE
$735M
– –
-307
Closed -$11.7K
INN
3193
Summit Hotel Properties
INN
$748M
– –
-155
Closed -$580
IOSP icon
3194
Innospec
IOSP
$2.11B
– –
-450
Closed -$37.5K
IRDM icon
3195
Iridium Communications
IRDM
$4.87B
– –
-250
Closed -$5.66K
IX icon
3196
ORIX
IX
$43.9B
– –
-15
Closed -$274
IXJ icon
3197
iShares Global Healthcare ETF
IXJ
$4.08B
– –
-89
Closed -$7.38K
IXP icon
3198
iShares Global Comm Services ETF
IXP
$522M
– –
-53
Closed -$4.65K
IZRL icon
3199
ARK Israel Innovative Technology ETF
IZRL
$141M
– –
-25
Closed -$499
JELD icon
3200
JELD-WEN Holding
JELD
$99.9M
– –
-11,668
Closed -$59.6K
126 127
128
129 130

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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.