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
CADE
451
DELISTED
Cadence Bank
CADE
$4.26M 0.01%
133,239
+126,919
+2,008% +$3.8M
EQR icon
452
Equity Residential
EQR
$25.4B
$4.26M 0.01%
63,064
-15
-0% -$1.03K
MDB icon
453
MongoDB
MDB
$25B
$4.25M 0.01%
20,225
-99,948
-83% -$18.5M
SYY icon
454
Sysco
SYY
$40.1B
$4.22M 0.01%
55,680
-1,115
-2% -$81K
PATK icon
455
Patrick Industries
PATK
$2.81B
$4.22M 0.01%
45,683
-18
-0% -$1.53K
SNA icon
456
Snap-on
SNA
$21B
$4.19M 0.01%
13,460
+33
+0.2% +$10.5K
TROW icon
457
T. Rowe Price
TROW
$25.4B
$4.14M 0.01%
42,882
+515
+1% +$47.3K
UL icon
458
Unilever
UL
$133B
$4.13M 0.01%
60,066
-570
-0.9% -$40K
HYG icon
459
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$4.1M 0.01%
50,831
+4,559
+10% +$359K
TEAM icon
460
Atlassian
TEAM
$24.4B
$4.1M 0.01%
20,165
+7,404
+58% +$1.54M
VLTO icon
461
Veralto
VLTO
$23.1B
$4.08M 0.01%
40,428
-2,948
-7% -$284K
PEG icon
462
Public Service Enterprise Group
PEG
$39.4B
$4.06M 0.01%
48,270
+1,364
+3% +$110K
DOV icon
463
Dover
DOV
$27.4B
$4.02M 0.01%
21,950
+108
+0.5% +$18.8K
ACVA icon
464
ACV Auctions
ACVA
$1.41B
$3.98M 0.01%
245,087
-12,578
-5% -$196K
WAB icon
465
Wabtec
WAB
$50.1B
$3.86M 0.01%
18,442
-355
-2% -$68.3K
MPC icon
466
Marathon Petroleum
MPC
$91.3B
$3.83M 0.01%
23,050
-93,845
-80% -$14.1M
DRI icon
467
Darden Restaurants
DRI
$23.2B
$3.81M 0.01%
17,501
-508
-3% -$105K
ESS icon
468
Essex Property Trust
ESS
$18.8B
$3.76M 0.01%
13,285
-4,120
-24% -$1.16M
GIS icon
469
General Mills
GIS
$19.6B
$3.75M 0.01%
72,369
-1,613
-2% -$89K
HLF icon
470
Herbalife
HLF
$1.25B
$3.74M 0.01%
434,211
+35,662
+9% +$265K
AVY icon
471
Avery Dennison
AVY
$12.5B
$3.68M 0.01%
20,980
-378
-2% -$66.3K
DIA icon
472
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.4B
$3.66M 0.01%
8,295
-962
-10% -$399K
SPSM icon
473
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17B
$3.65M 0.01%
85,579
+4,692
+6% +$189K
MGK icon
474
Vanguard Mega Cap Growth ETF
MGK
$31.7B
$3.64M 0.01%
49,685
+960
+2% +$63.3K
RMD icon
475
ResMed
RMD
$29.4B
$3.52M 0.01%
13,639
-164
-1% -$39.1K
17 18
19
20 21

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.