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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
PERI icon
3251
Perion Network
PERI
$371M
– –
-75
Closed -$531
PFFA icon
3252
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.44B
– –
-10,488
Closed -$206K
IFLN
3253
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$308M
– –
-387
Closed -$6.77K
IMVP
3254
Invesco India ETF
IMVP
$124M
– –
-306
Closed -$7.3K
PINK icon
3255
Simplify Health Care ETF
PINK
$374M
– –
-10
Closed -$269
PLTK icon
3256
Playtika
PLTK
$1.48B
– –
-2,879
Closed -$13.1K
PRNT icon
3257
The 3D Printing ETF
PRNT
$59.5M
– –
-85
Closed -$1.43K
PSCH icon
3258
Invesco S&P SmallCap Health Care ETF
PSCH
$161M
– –
-108
Closed -$4.08K
PSQ icon
3259
ProShares Short QQQ
PSQ
$832M
– –
-4,000
Closed -$182K
PTN
3260
Palatin Technologies
PTN
$13.9M
– –
-46
Closed -$1.01K
PULS icon
3261
PGIM Ultra Short Bond ETF
PULS
$17.7B
– –
-429
Closed -$21.2K
PVAL icon
3262
Putnam Focused Large Cap Value ETF
PVAL
$12.9B
– –
-802
Closed -$26.9K
PVH icon
3263
PVH
PVH
$3.87B
– –
-15
Closed -$908
PWP icon
3264
Perella Weinberg Partners
PWP
$1.18B
– –
-82
Closed -$1.27K
QRMI icon
3265
Global X NASDAQ 100 Risk Managed Income ETF
QRMI
$15.4M
– –
-364
Closed -$5.86K
QSI icon
3266
Quantum-Si Incorporated
QSI
$171M
– –
-10,000
Closed -$10.8K
RARE icon
3267
Ultragenyx Pharmaceutical
RARE
$2.65B
– –
-43
Closed -$1.34K
RDUS
3268
DELISTED
Radius Recycling
RDUS
– –
-81
Closed -$2.31K
REI icon
3269
Ring Energy
REI
$297M
– –
-12,500
Closed -$10.1K
REM icon
3270
iShares Mortgage Real Estate ETF
REM
$543M
– –
-150
Closed -$2.91K
REYN icon
3271
Reynolds Consumer Products
REYN
$5.37B
– –
-721
Closed -$16.1K
RLTY icon
3272
Cohen & Steers Real Estate Opportunities and Income Fund
RLTY
$271M
– –
-1
Closed -$13
RNAM
3273
DELISTED
Avidity Biosciences
RNAM
– –
-26
Closed -$626
RQI icon
3274
Cohen & Steers Quality Income Realty Fund
RQI
$1.71B
– –
-1
Closed -$11
HIND
3275
Vyome Holdings
HIND
$14M
– –
0
– –
129 130
131
132 133

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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.