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
PFD
426
Flaherty & Crumrine Preferred and Income Fund
PFD
$145M
$4.99M 0.01%
441,364
– –
WSO icon
427
Watsco Inc
WSO
$15.1B
$4.95M 0.01%
11,202
-131
-1% -$60.8K
BILL icon
428
BILL Holdings
BILL
$4.5B
$4.92M 0.01%
106,283
+42,909
+68% +$1.9M
TRV icon
429
Travelers Companies
TRV
$81.5B
$4.91M 0.01%
18,354
+52
+0.3% +$13.7K
HASI icon
430
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.87B
$4.89M 0.01%
181,896
+11,190
+7% +$290K
XLF icon
431
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$4.83M 0.01%
92,207
-32,160
-26% -$1.59M
ALTG icon
432
Alta Equipment Group
ALTG
$205M
$4.81M 0.01%
761,164
– –
LPLA icon
433
LPL Financial
LPLA
$26.5B
$4.8M 0.01%
12,803
+6,474
+102% +$2.27M
APD icon
434
Air Products & Chemicals
APD
$65.1B
$4.79M 0.01%
16,998
+689
+4% +$189K
NBIS
435
Nebius Group N.V.
NBIS
$47.1B
$4.75M 0.01%
85,916
+84,623
+6,545% +$2.91M
PFF icon
436
iShares Preferred and Income Securities ETF
PFF
$13.2B
$4.74M 0.01%
154,381
+3,087
+2% +$92.9K
VOE icon
437
Vanguard Mid-Cap Value ETF
VOE
$23.8B
$4.72M 0.01%
28,690
+3,346
+13% +$530K
RPG icon
438
Invesco S&P 500 Pure Growth ETF
RPG
$1.99B
$4.7M 0.01%
102,686
+761
+0.7% +$31.2K
UNF icon
439
Unifirst Corp
UNF
$5.38B
$4.6M 0.01%
24,446
– –
ACEL icon
440
Accel Entertainment
ACEL
$1.01B
$4.59M 0.01%
389,661
-68,125
-15% -$760K
INR
441
Infinity Natural Resources
INR
$248M
$4.58M 0.01%
250,000
-230,500
-48% -$3.93M
IVE icon
442
iShares S&P 500 Value ETF
IVE
$49.1B
$4.57M 0.01%
23,398
-576
-2% -$107K
ORI icon
443
Old Republic International
ORI
$10.4B
$4.57M 0.01%
118,877
+8,494
+8% +$320K
KMB icon
444
Kimberly-Clark
KMB
$37.2B
$4.53M 0.01%
35,171
-1,056
-3% -$143K
LRCX icon
445
Lam Research
LRCX
$356B
$4.52M 0.01%
46,386
+2,000
+5% +$159K
AYI icon
446
Acuity Brands
AYI
$9.95B
$4.43M 0.01%
14,839
-10,063
-40% -$2.61M
CVS icon
447
CVS Health
CVS
$136B
$4.37M 0.01%
63,403
-5,907
-9% -$387K
AMAT icon
448
Applied Materials
AMAT
$402B
$4.36M 0.01%
23,801
+411
+2% +$65.1K
SSB icon
449
SouthState Bank Corp
SSB
$10.3B
$4.33M 0.01%
47,077
-75
-0.2% -$6.59K
SHY icon
450
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$4.32M 0.01%
52,123
-48
-0.1% -$3.96K
16 17
18
19 20

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.