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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
XENE icon
3326
Xenon Pharmaceuticals
XENE
$6.36B
– –
-39
Closed -$1.1K
XFLT
3327
XAI Floating Rate & Alternative Income Trust
XFLT
$277M
– –
0
– -$5
XME icon
3328
State Street SPDR S&P Metals & Mining ETF
XME
$3.95B
– –
-1,600
Closed -$78K
XNTK icon
3329
State Street SPDR NYSE Technology ETF
XNTK
$2.05B
– –
-343
Closed -$56.4K
YETI icon
3330
Yeti Holdings
YETI
$3.84B
– –
-1,158
Closed -$31.4K
ZLAB icon
3331
Zai Lab
ZLAB
$2.11B
– –
-155
Closed -$4.2K
ZVIA icon
3332
Zevia
ZVIA
$113M
– –
-5,555
Closed -$12.1K
SOC icon
3333
Sable Offshore Corp
SOC
$847M
– –
-1,681
Closed -$27.9K
FFSM icon
3334
Fidelity Fundamental Small-Mid Cap ETF
FFSM
$1.47B
– –
-13
Closed -$295
NXTS
3335
Nexentis Technologies
NXTS
$2.5M
– –
-16
Closed -$809
EAGL
3336
Eagle Capital Select Equity ETF
EAGL
$4.39B
– –
-412,587
Closed -$10.4M
SEG
3337
Seaport Entertainment Group
SEG
$337M
– –
-370
Closed -$6.59K
HCWC
3338
Healthy Choice Wellness
HCWC
$5M
$0 ﹤0.01%
1
– –
VIVS
3339
VivoSim Labs
VIVS
$1.34M
– –
-1
Closed -$2
BERY
3340
DELISTED
Berry Global Group, Inc.
BERY
– –
-385,791
Closed -$23.8M
BECN
3341
DELISTED
Beacon Roofing Supply, Inc.
BECN
– –
-540
Closed -$65.7K
LVOL
3342
DELISTED
American Century Low Volatility ETF
LVOL
– –
-200
Closed -$9.7K
CMRX
3343
DELISTED
Chimerix, Inc.
CMRX
– –
-30
Closed -$255
PYCR
3344
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
– –
-615
Closed -$13.8K
EFIX
3345
DELISTED
First Trust TCW Emerging Markets Debt ETF
EFIX
– –
-219
Closed -$3.38K
ACCD
3346
DELISTED
Accolade Inc
ACCD
– –
-102,598
Closed -$720K
DM
3347
DELISTED
Desktop Metal, Inc.
DM
– –
-43,207
Closed -$214K
130 131 132 133
134

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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.