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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
RUM icon
3276
RUM Group Inc
RUM
$1.67B
– –
-100
Closed -$694
RWO icon
3277
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.32B
– –
-165
Closed -$6.41K
RWX icon
3278
State Street SPDR Dow Jones International Real Estate ETF
RWX
$265M
– –
-7
Closed -$161
SBS icon
3279
Sabesp
SBS
$19.9B
– –
-1,150
Closed -$3.75K
SCJ icon
3280
iShares MSCI Japan Small-Cap ETF
SCJ
$255M
– –
-50
Closed -$3.52K
SCS
3281
DELISTED
Steelcase
SCS
– –
-10,770
Closed -$105K
SDRL icon
3282
Seadrill
SDRL
$2.69B
– –
-119
Closed -$2.25K
SENS icon
3283
Senseonics Holdings Inc
SENS
$262M
– –
-503
Closed -$5.24K
SES icon
3284
SES AI
SES
$205M
– –
-25,000
Closed -$13.1K
SH icon
3285
ProShares Short S&P500
SH
$916M
– –
-4,765
Closed -$238K
SHYF
3286
DELISTED
The Shyft Group
SHYF
– –
-1,177
Closed -$9.02K
FIRY
3287
Firy Inc
FIRY
$130M
– –
-123
Closed -$471
SLDP icon
3288
Solid Power
SLDP
$481M
– –
-100
Closed -$94
SLI
3289
Standard Lithium
SLI
$519M
– –
-3,000
Closed -$3.33K
SLQT icon
3290
SelectQuote
SLQT
$128M
– –
-178,454
Closed -$587K
SLYG icon
3291
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.07B
– –
-45
Closed -$3.27K
SOCL icon
3292
Global X Social Media ETF
SOCL
$90.8M
– –
-56
Closed -$2.14K
SPBO icon
3293
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.1B
– –
-1,136
Closed -$32.1K
SPR
3294
DELISTED
Spirit AeroSystems
SPR
– –
-6
Closed -$179
SPRY icon
3295
ARS Pharmaceuticals
SPRY
$572M
– –
-20,000
Closed -$247K
SQFT icon
3296
Presidio Property Trust
SQFT
$3.01M
– –
-407
Closed -$2.41K
SQFTW icon
3297
Presidio Property Trust Inc Series A Warrants
SQFTW
$208K
– –
-4,074
Closed -$151
SRFM icon
3298
Surf Air Mobility
SRFM
$88.3M
– –
-500
Closed -$1.04K
SSTK icon
3299
Shutterstock
SSTK
$216M
– –
-308
Closed -$4.48K
STEW
3300
SRH Total Return Fund
STEW
$1.76B
– –
-2,200
Closed -$34.5K
130 131
132
133 134

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CWM
CIBC World Markets New York $20.8B AUM
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.