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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
GLD icon
301
SPDR Gold Trust
GLD
$132B
$17.1M 0.03%
56,110
-62
-0.1% -$18.8K
BAC icon
302
Bank of America
BAC
$435B
$16.9M 0.03%
357,937
-67,384
-16% -$2.83M
MBB icon
303
iShares MBS ETF
MBB
$39B
$16.8M 0.03%
178,509
+14,418
+9% +$1.34M
VXF icon
304
Vanguard Extended Market ETF
VXF
$30.3B
$16.5M 0.03%
85,498
+5,283
+7% +$938K
CAT icon
305
Caterpillar
CAT
$409B
$15.9M 0.03%
41,026
+27
+0.1% +$9K
EXE
306
Expand Energy Corp
EXE
$21.9B
$15.3M 0.03%
130,624
-101
-0.1% -$11.3K
MO icon
307
Altria Group
MO
$122B
$15.3M 0.03%
260,251
-7,434
-3% -$437K
VBK icon
308
Vanguard Small-Cap Growth ETF
VBK
$23.2B
$15.2M 0.03%
54,883
-4,433
-7% -$1.14M
NRG icon
309
NRG Energy
NRG
$29.8B
$14.6M 0.03%
91,144
+90,457
+13,167% +$11.9M
HTO
310
H2O America
HTO
$2.67B
$14.6M 0.03%
280,630
-419,370
-60% -$22.3M
WING icon
311
Wingstop
WING
$3.68B
$14.5M 0.03%
43,048
+42,975
+58,870% +$12.7M
FND icon
312
Floor & Decor
FND
$5.81B
$14.4M 0.03%
190,142
-6,299
-3% -$468K
VIG icon
313
Vanguard Dividend Appreciation ETF
VIG
$111B
$14.2M 0.03%
69,212
-2,144
-3% -$416K
MINT icon
314
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$13.9M 0.02%
138,701
-6,043
-4% -$606K
DE icon
315
Deere & Co
DE
$170B
$13.9M 0.02%
27,351
-1,014
-4% -$496K
BNY
316
Bank of New York Mellon
BNY
$108B
$13.8M 0.02%
151,798
-519
-0.3% -$44.1K
YUM icon
317
Yum! Brands
YUM
$41B
$13.8M 0.02%
93,325
-8,459
-8% -$1.24M
CORZ icon
318
Core Scientific
CORZ
$7.23B
$13.8M 0.02%
809,891
-15,000
-2% -$150K
LAD icon
319
Lithia Motors
LAD
$7.78B
$13.7M 0.02%
40,538
-1,011
-2% -$313K
BMY icon
320
Bristol-Myers Squibb
BMY
$127B
$13.2M 0.02%
284,752
-12,332
-4% -$605K
GEHC icon
321
GE HealthCare
GEHC
$27.6B
$13.1M 0.02%
176,434
-14,465
-8% -$1.01M
PM icon
322
Philip Morris
PM
$301B
$12.9M 0.02%
71,066
+1,030
+1% +$177K
CMI icon
323
Cummins
CMI
$91.7B
$12.9M 0.02%
39,445
+130
+0.3% +$40.2K
SO icon
324
Southern Company
SO
$110B
$12.8M 0.02%
139,372
-2,444
-2% -$220K
LNT icon
325
Alliant Energy
LNT
$19.4B
$12.6M 0.02%
208,127
+43,932
+27% +$2.69M
11 12
13
14 15

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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.