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
PLTR icon
326
Palantir
PLTR
$295B
$12.6M 0.02%
92,107
+1,971
+2% +$231K
GWW icon
327
W.W. Grainger
GWW
$65.3B
$12.5M 0.02%
11,975
-8,979
-43% -$9.33M
IYW icon
328
iShares US Technology ETF
IYW
$23.7B
$11.7M 0.02%
67,450
-5,910
-8% -$896K
COP icon
329
ConocoPhillips
COP
$147B
$11.6M 0.02%
129,681
-1,975,208
-94% -$178M
CFR icon
330
Cullen/Frost Bankers
CFR
$10.3B
$11.4M 0.02%
88,974
+83,219
+1,446% +$10.2M
INTC icon
331
Intel
INTC
$466B
$11.3M 0.02%
504,368
+16,935
+3% +$351K
IWV icon
332
iShares Russell 3000 ETF
IWV
$19.4B
$11.3M 0.02%
32,058
+2,520
+9% +$818K
PCG icon
333
PG&E
PCG
$47.8B
$11.2M 0.02%
801,821
+299,839
+60% +$4.88M
EWT icon
334
iShares MSCI Taiwan ETF
EWT
$10B
$11M 0.02%
192,500
– –
SCI icon
335
Service Corp International
SCI
$11.4B
$10.9M 0.02%
134,125
+29,098
+28% +$2.27M
NSC icon
336
Norfolk Southern
NSC
$78.8B
$10.8M 0.02%
42,190
-67
-0.2% -$15.8K
AR icon
337
Antero Resources
AR
$10.9B
$10.8M 0.02%
267,734
-48,912
-15% -$1.85M
MRSH
338
Marsh
MRSH
$86.3B
$10.8M 0.02%
49,246
+2,762
+6% +$624K
IGSB icon
339
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$10.6M 0.02%
200,053
+2,730
+1% +$143K
VYM icon
340
Vanguard High Dividend Yield ETF
VYM
$81.1B
$10.3M 0.02%
77,548
-4,150
-5% -$526K
PBA icon
341
Pembina Pipeline
PBA
$29.9B
$10.3M 0.02%
274,378
-5,048
-2% -$191K
PAGP icon
342
Plains GP Holdings
PAGP
$5.23B
$10.3M 0.02%
527,904
+200,000
+61% +$3.72M
SBAC icon
343
SBA Communications
SBAC
$18.4B
$10.2M 0.02%
43,600
-1,870
-4% -$428K
NTCT icon
344
NETSCOUT
NTCT
$2.86B
$10.1M 0.02%
405,861
-1,012,941
-71% -$22.5M
AMD icon
345
Advanced Micro Devices
AMD
$851B
$9.95M 0.02%
70,112
-1,390
-2% -$151K
TMCI icon
346
Treace Medical Concepts
TMCI
$259M
$9.92M 0.02%
1,687,521
-606,002
-26% -$3.95M
VGT icon
347
Vanguard Information Technology ETF
VGT
$139B
$9.91M 0.02%
119,520
-43,792
-27% -$3.18M
IT icon
348
Gartner
IT
$9.41B
$9.88M 0.02%
24,445
-165,875
-87% -$69.4M
ARCC icon
349
Ares Capital
ARCC
$13.5B
$9.86M 0.02%
448,952
+6,364
+1% +$135K
IVW icon
350
iShares S&P 500 Growth ETF
IVW
$72.5B
$9.81M 0.02%
89,057
-2,260
-2% -$224K
12 13
14
15 16

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.