We are live on ! Find out more
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
STM icon
3301
STMicroelectronics
STM
$44.4B
– –
-1,033
Closed -$18.4K
STRA icon
3302
Strategic Education
STRA
$1.82B
– –
-33
Closed -$2.54K
SUPN icon
3303
Supernus Pharmaceuticals
SUPN
$2.74B
– –
-12
Closed -$368
SWBI icon
3304
Smith & Wesson
SWBI
$670M
– –
-377
Closed -$3.2K
TDTF icon
3305
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.04B
– –
-277
Closed -$6.6K
THW
3306
abrdn World Healthcare Fund
THW
$540M
– –
-1
Closed -$10
TMAT icon
3307
Main Thematic Innovation ETF
TMAT
$225M
– –
-1,305
Closed -$20.3K
TPET icon
3308
Trio Petroleum
TPET
$11.5M
– –
-50
Closed -$67
TRIP icon
3309
TripAdvisor
TRIP
$1.7B
– –
-155
Closed -$1.65K
TRN icon
3310
Trinity Industries
TRN
$3B
– –
-79
Closed -$1.91K
TSHA icon
3311
Taysha Gene Therapies
TSHA
$1.55B
– –
-6,833
Closed -$7.72K
UBSI icon
3312
United Bankshares
UBSI
$6.63B
– –
-1
Closed -$28
UFO icon
3313
Procure Space ETF
UFO
$602M
– –
-170
Closed -$3.29K
UITB icon
3314
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.65B
– –
-3,661
Closed -$171K
UPWK icon
3315
Upwork
UPWK
$1.18B
– –
-70
Closed -$826
USAU icon
3316
US Gold Corp
USAU
$211M
– –
-2,000
Closed -$15.8K
USFR icon
3317
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
– –
-369
Closed -$18.6K
VERV
3318
DELISTED
Verve Therapeutics
VERV
– –
-1,223
Closed -$3.63K
VLUE icon
3319
iShares MSCI USA Value Factor ETF
VLUE
$9.23B
– –
-305
Closed -$28.5K
VSH icon
3320
Vishay Intertechnology
VSH
$5.14B
– –
-81
Closed -$856
VUSB icon
3321
Vanguard Ultra-Short Bond ETF
VUSB
$8.93B
– –
-321
Closed -$15.9K
VVX icon
3322
V2X
VVX
$2.81B
– –
-28
Closed -$1.28K
WAFD icon
3323
WaFd
WAFD
$2.71B
– –
-76
Closed -$1.88K
WLK icon
3324
Westlake Corp
WLK
$9.46B
– –
-287
Closed -$23.8K
X
3325
DELISTED
US Steel
X
– –
-1,110
Closed -$48.9K
130 131 132
133
134

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
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
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.