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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
MIO
3226
DELISTED
Pioneer Municipal High Income Opportunities Fund
MIO
– –
-2,500
Closed -$28.4K
MPT
3227
Medical Properties Trust
MPT
$2.86B
– –
-1
Closed -$5
MRTN icon
3228
Marten Transport
MRTN
$1.26B
– –
-321
Closed -$4.07K
MTLS
3229
Materialise
MTLS
$373M
– –
-600
Closed -$2.5K
MTRN icon
3230
Materion
MTRN
$5.03B
– –
-27
Closed -$1.95K
MUR icon
3231
Murphy Oil
MUR
$5.38B
– –
-45
Closed -$883
MUSI icon
3232
American Century Multisector Income ETF
MUSI
$244M
– –
-1,665
Closed -$70.9K
MVST icon
3233
Microvast
MVST
$267M
– –
-100
Closed -$164
MXL icon
3234
MaxLinear
MXL
$5.88B
– –
-19
Closed -$174
NANR icon
3235
State Street SPDR S&P North American Natural Resources ETF
NANR
$749M
– –
-2,662
Closed -$125K
NKX icon
3236
Nuveen California AMT-Free Quality Municipal Income Fund
NKX
$652M
– –
-615
Closed -$7.52K
NMAI icon
3237
Nuveen Multi-Asset Income Fund
NMAI
$459M
– –
-131
Closed -$1.42K
NOMD icon
3238
Nomad Foods
NOMD
$1.67B
– –
-56
Closed -$1.03K
NSSC icon
3239
Napco Security Technologies
NSSC
$1.3B
– –
-98
Closed -$1.94K
NUS icon
3240
Nu Skin
NUS
$250M
– –
-29
Closed -$174
NUW icon
3241
Nuveen AMT-Free Municipal Value Fund
NUW
$250M
– –
-218
Closed -$2.92K
OIA icon
3242
Invesco Municipal Income Opportunities Trust
OIA
$293M
– –
-2,562
Closed -$14.4K
OPCH icon
3243
Option Care Health
OPCH
$3.42B
– –
-450
Closed -$14.8K
OSCR icon
3244
Oscar Health
OSCR
$8.54B
– –
-1,500
Closed -$17.6K
OSUR icon
3245
OraSure Technologies
OSUR
$273M
– –
-103
Closed -$302
OTEX icon
3246
Open Text
OTEX
$5.73B
– –
-3,762
Closed -$87.6K
OXLC
3247
Oxford Lane Capital
OXLC
$824M
– –
-1,220
Closed -$26.5K
PAYO icon
3248
Payoneer
PAYO
$2.41B
– –
-111
Closed -$655
PAXS
3249
PIMCO Access Income Fund
PAXS
$656M
– –
-1
Closed -$14
PCRX icon
3250
Pacira BioSciences
PCRX
$1.04B
– –
-83
Closed -$2.18K
128 129
130
131 132

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.