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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
PGR icon
351
Progressive
PGR
$125B
$9.7M 0.02%
36,342
-1,584
-4% -$434K
BA icon
352
Boeing
BA
$169B
$9.66M 0.02%
46,105
-15,905
-26% -$3M
SPYV icon
353
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
$9.61M 0.02%
183,619
+8,107
+5% +$405K
NKE icon
354
Nike
NKE
$62.2B
$9.55M 0.02%
134,434
-20,249
-13% -$1.22M
XLK icon
355
State Street Technology Select Sector SPDR ETF
XLK
$113B
$9.14M 0.02%
72,170
-10,128
-12% -$1.12M
COF icon
356
Capital One
COF
$127B
$9.06M 0.02%
42,572
+24,482
+135% +$4.57M
IGIB icon
357
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$9M 0.02%
168,957
-3,189
-2% -$166K
WIX icon
358
WIX.com
WIX
$2.28B
$8.79M 0.02%
55,455
-2,404
-4% -$387K
IGF icon
359
iShares Global Infrastructure ETF
IGF
$11B
$8.72M 0.02%
147,345
+32,732
+29% +$1.87M
MNR icon
360
Mach Natural Resources
MNR
$2.24B
$8.68M 0.02%
601,400
+1,400
+0.2% +$19.5K
NU icon
361
Nu Holdings
NU
$70.4B
$8.62M 0.02%
628,379
+29,141
+5% +$349K
VLO icon
362
Valero Energy
VLO
$89.2B
$8.45M 0.02%
62,895
-41,344
-40% -$5.15M
AON icon
363
Aon
AON
$78.7B
$8.09M 0.01%
22,678
-1,224
-5% -$443K
DTE icon
364
DTE Energy
DTE
$30.9B
$8.06M 0.01%
60,814
+1,297
+2% +$174K
FAST icon
365
Fastenal
FAST
$54.6B
$8.02M 0.01%
190,964
+1,846
+1% +$74.9K
T icon
366
AT&T
T
$166B
$8.02M 0.01%
276,988
+3,463
+1% +$95.4K
EW icon
367
Edwards Lifesciences
EW
$46.9B
$8.01M 0.01%
102,424
-7,599
-7% -$567K
CARR icon
368
Carrier Global
CARR
$57.4B
$7.91M 0.01%
108,019
-492
-0.5% -$33.4K
WDC icon
369
Western Digital
WDC
$167B
$7.83M 0.01%
122,311
+13,649
+13% +$650K
GMED icon
370
Globus Medical
GMED
$10.6B
$7.79M 0.01%
131,970
-4,148
-3% -$268K
DVY icon
371
iShares Select Dividend ETF
DVY
$23.8B
$7.73M 0.01%
58,172
-2,265
-4% -$293K
FDX icon
372
FedEx
FDX
$74.2B
$7.67M 0.01%
33,764
-567
-2% -$124K
IWN icon
373
iShares Russell 2000 Value ETF
IWN
$14.4B
$7.67M 0.01%
48,596
-2,458
-5% -$366K
IWO icon
374
iShares Russell 2000 Growth ETF
IWO
$14.4B
$7.56M 0.01%
26,455
+328
+1% +$86.3K
EWY icon
375
iShares MSCI South Korea ETF
EWY
$22.2B
$7.56M 0.01%
105,265
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13 14
15
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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.