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
FIX icon
401
Comfort Systems
FIX
$59.6B
$6.22M 0.01%
11,600
-3,843
-25% -$1.67M
INVH icon
402
Invitation Homes
INVH
$17.7B
$6.21M 0.01%
189,441
+1,820
+1% +$61.1K
AM icon
403
Antero Midstream
AM
$10.6B
$5.94M 0.01%
313,632
-89,398
-22% -$1.6M
KDP icon
404
Keurig Dr Pepper
KDP
$41B
$5.89M 0.01%
178,063
+93,017
+109% +$3.15M
HBAN icon
405
Huntington Bancshares
HBAN
$35B
$5.88M 0.01%
350,983
+1,426
+0.4% +$21.5K
CWEN.A
406
DELISTED
Clearway Energy Class A
CWEN.A
$5.83M 0.01%
192,774
– –
XYL icon
407
Xylem
XYL
$28.8B
$5.81M 0.01%
44,938
+779
+2% +$94.3K
MSTR icon
408
Strategy Inc
MSTR
$35.4B
$5.73M 0.01%
14,180
-14
-0.1% -$5.1K
ABNB icon
409
Airbnb
ABNB
$86B
$5.72M 0.01%
43,207
+671
+2% +$85K
XLU icon
410
State Street Utilities Select Sector SPDR ETF
XLU
$23.7B
$5.63M 0.01%
137,962
-432
-0.3% -$17.2K
WK icon
411
Workiva
WK
$3.12B
$5.56M 0.01%
81,234
+52,031
+178% +$3.58M
URI icon
412
United Rentals
URI
$69.6B
$5.52M 0.01%
7,324
-232
-3% -$155K
PAYX icon
413
Paychex
PAYX
$41.4B
$5.5M 0.01%
37,783
-1,936
-5% -$291K
OS
414
DELISTED
OneStream Inc
OS
$5.49M 0.01%
194,051
+23,883
+14% +$595K
PFO
415
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$118M
$5.44M 0.01%
588,511
– –
BKV
416
BKV Corp
BKV
$2.73B
$5.36M 0.01%
222,086
-78,114
-26% -$1.61M
BRZE icon
417
Braze
BRZE
$2.63B
$5.35M 0.01%
190,384
+29,573
+18% +$935K
ADSK icon
418
Autodesk
ADSK
$46.9B
$5.22M 0.01%
16,871
-1,232
-7% -$350K
GTM
419
ZoomInfo Technologies
GTM
$881M
$5.19M 0.01%
512,598
-25,165
-5% -$233K
VNQ icon
420
Vanguard Real Estate ETF
VNQ
$40B
$5.17M 0.01%
58,105
+1,944
+3% +$171K
CSX icon
421
CSX Corp
CSX
$97.1B
$5.13M 0.01%
157,069
+3,042
+2% +$91.5K
CCOI icon
422
Cogent Communications
CCOI
$608M
$5.1M 0.01%
105,870
+18,058
+21% +$917K
IEFA icon
423
iShares Core MSCI EAFE ETF
IEFA
$187B
$5.1M 0.01%
61,125
-4,564
-7% -$362K
WEC icon
424
WEC Energy
WEC
$37.6B
$5.05M 0.01%
48,506
-5,983
-11% -$637K
AFL icon
425
Aflac
AFL
$64.5B
$5.02M 0.01%
47,586
+612
+1% +$64.3K
15 16
17
18 19

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.