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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
VZ icon
376
Verizon
VZ
$195B
$7.53M 0.01%
173,944
-7,417
-4% -$321K
AEP icon
377
American Electric Power
AEP
$73.3B
$7.52M 0.01%
72,437
+3,309
+5% +$344K
MCK icon
378
McKesson
MCK
$98.4B
$7.52M 0.01%
10,257
+89
+0.9% +$62.8K
PXF icon
379
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.85B
$7.49M 0.01%
130,455
-8,692
-6% -$472K
GILD icon
380
Gilead Sciences
GILD
$162B
$7.45M 0.01%
67,237
+21,768
+48% +$2.32M
USB icon
381
US Bancorp
USB
$100B
$7.41M 0.01%
163,829
-45,727
-22% -$1.92M
JCI icon
382
Johnson Controls International
JCI
$88.1B
$7.36M 0.01%
69,676
-521
-0.7% -$48K
SDY icon
383
State Street SPDR S&P Dividend ETF
SDY
$22B
$7.28M 0.01%
53,638
+298
+0.6% +$39.5K
HCA icon
384
HCA Healthcare
HCA
$86.7B
$7.27M 0.01%
18,979
+45
+0.2% +$16.2K
SCHD icon
385
Schwab US Dividend Equity ETF
SCHD
$103B
$7.15M 0.01%
269,701
+62,980
+30% +$1.64M
MDY icon
386
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$6.79M 0.01%
11,984
-1,226
-9% -$658K
SUN icon
387
Sunoco
SUN
$14.1B
$6.77M 0.01%
126,245
+1,056
+0.8% +$58.3K
MSI icon
388
Motorola Solutions
MSI
$69.8B
$6.76M 0.01%
16,084
+1,488
+10% +$622K
GL icon
389
Globe Life
GL
$13.6B
$6.73M 0.01%
54,182
-33
-0.1% -$4.01K
FRSH icon
390
Freshworks
FRSH
$2.92B
$6.72M 0.01%
450,425
-21,300
-5% -$307K
ANET icon
391
Arista Networks
ANET
$222B
$6.64M 0.01%
64,876
-4,707
-7% -$407K
IBIT icon
392
iShares Bitcoin Trust
IBIT
$48.4B
$6.59M 0.01%
107,610
-11,708
-10% -$656K
VEU icon
393
Vanguard FTSE All-World ex-US ETF
VEU
$66.3B
$6.57M 0.01%
97,739
-2,497
-2% -$158K
FLOT icon
394
iShares Floating Rate Bond ETF
FLOT
$10.2B
$6.57M 0.01%
128,754
+3,501
+3% +$178K
DUK icon
395
Duke Energy
DUK
$101B
$6.4M 0.01%
54,249
-102,395
-65% -$12.1M
FTAI icon
396
FTAI Aviation
FTAI
$22.8B
$6.4M 0.01%
55,642
-21,576
-28% -$2.41M
VST icon
397
Vistra
VST
$54.9B
$6.37M 0.01%
32,850
+3,915
+14% +$579K
VOT icon
398
Vanguard Mid-Cap Growth ETF
VOT
$19.3B
$6.36M 0.01%
22,346
+2,431
+12% +$627K
TYL icon
399
Tyler Technologies
TYL
$12.4B
$6.28M 0.01%
10,597
-65
-0.6% -$36.8K
FAS icon
400
Direxion Daily Financial Bull 3x ETF
FAS
$2.44B
$6.26M 0.01%
37,124
– –
14 15
16
17 18

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CWM
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VRS
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FAF
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BGIM
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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.