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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
JJSF icon
3201
J&J Snack Foods
JJSF
$1.46B
– –
-1
Closed -$129
JPEF icon
3202
JPMorgan Equity Focus ETF
JPEF
$1.97B
– –
-5,548
Closed -$318K
JPEM icon
3203
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$384M
– –
-300
Closed -$14.5K
JWN
3204
DELISTED
Nordstrom
JWN
– –
-821
Closed -$19K
KALU icon
3205
Kaiser Aluminum
KALU
$2.65B
– –
-20
Closed -$1K
KN icon
3206
Knowles
KN
$3.2B
– –
-607
Closed -$7.82K
KRC icon
3207
Kilroy Realty
KRC
$4.58B
– –
-722
Closed -$20.4K
KRUS icon
3208
Kura Sushi USA
KRUS
$570M
– –
-26
Closed -$1.08K
KSA icon
3209
iShares MSCI Saudi Arabia ETF
KSA
$623M
– –
-176
Closed -$6.72K
KSS icon
3210
Kohl's
KSS
$2.1B
– –
-250
Closed -$1.54K
KVHI icon
3211
KVH Industries
KVHI
$181M
– –
-100
Closed -$480
KWR icon
3212
Quaker Houghton
KWR
$2.63B
– –
-1
Closed -$97
LABU icon
3213
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$548M
– –
-1,000
Closed -$37.6K
LAES icon
3214
SEALSQ Corp
LAES
$552M
– –
-30,000
Closed -$69.6K
LMB icon
3215
Limbach Holdings
LMB
$886M
– –
-28
Closed -$1.99K
LNN icon
3216
Lindsay Corp
LNN
$1.17B
– –
-1
Closed -$116
LQDH icon
3217
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$503M
– –
-66
Closed -$5.84K
LUNR icon
3218
Intuitive Machines
LUNR
$2.14B
– –
-2,500
Closed -$18.1K
LVHI icon
3219
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.33B
– –
-422
Closed -$12.2K
LXP icon
3220
LXP Industrial Trust
LXP
$3.52B
– –
-36
Closed -$1.29K
MCFT icon
3221
MasterCraft Boat Holdings
MCFT
$602M
– –
-81
Closed -$1.19K
MCBS icon
3222
MetroCity Bankshares
MCBS
$993M
– –
-20,000
Closed -$510K
MDGL icon
3223
Madrigal Pharmaceuticals
MDGL
$12.7B
– –
-14
Closed -$4.24K
ONT
3224
Onterris Inc
ONT
$718M
– –
-98
Closed -$1.05K
MEOH icon
3225
Methanex
MEOH
$4.19B
– –
-34
Closed -$880
127 128
129
130 131

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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.