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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
ICE icon
26
Intercontinental Exchange
ICE
$82.4B
$441M 0.79%
2,404,711
+10,448
+0.4% +$1.8M
HWM icon
27
Howmet Aerospace
HWM
$116B
$434M 0.78%
2,331,676
-18,967
-0.8% -$2.92M
QCOM icon
28
Qualcomm
QCOM
$176B
$432M 0.77%
2,715,412
+6,184
+0.2% +$910K
UNP icon
29
Union Pacific
UNP
$183B
$415M 0.74%
1,804,920
+244,108
+16% +$54.2M
DHR icon
30
Danaher
DHR
$135B
$415M 0.74%
2,100,421
+19,262
+0.9% +$3.74M
TEL icon
31
TE Connectivity
TEL
$58.8B
$398M 0.71%
2,360,884
+14,256
+0.6% +$2.16M
LNG icon
32
Cheniere Energy
LNG
$56.5B
$394M 0.7%
1,616,126
-107,413
-6% -$24.9M
ELV icon
33
Elevance Health
ELV
$81.9B
$392M 0.7%
1,007,839
-128,202
-11% -$51.6M
LIN icon
34
Linde
LIN
$237B
$384M 0.69%
818,364
-520
-0.1% -$237K
MLM icon
35
Martin Marietta Materials
MLM
$33.6B
$383M 0.68%
696,888
+6,076
+0.9% +$3.21M
TJX icon
36
TJX Companies
TJX
$170B
$374M 0.67%
3,031,887
-324,199
-10% -$41.1M
SYK icon
37
Stryker
SYK
$127B
$353M 0.63%
893,191
-1,672
-0.2% -$625K
FISV
38
Fiserv Inc
FISV
$27.2B
$353M 0.63%
2,045,397
-343,873
-14% -$62.4M
IWF icon
39
iShares Russell 1000 Growth ETF
IWF
$122B
$343M 0.61%
3,230,004
-234,068
-7% -$22.4M
JKHY icon
40
Jack Henry & Associates
JKHY
$10.7B
$340M 0.61%
1,887,432
-44,122
-2% -$7.83M
ROP icon
41
Roper Technologies
ROP
$36.3B
$339M 0.61%
598,438
-17,135
-3% -$9.68M
WDAY icon
42
Workday
WDAY
$33.4B
$339M 0.61%
1,412,605
+3,390
+0.2% +$826K
ADBE icon
43
Adobe
ADBE
$89.5B
$339M 0.6%
875,189
-6,534
-0.7% -$2.52M
MCD icon
44
McDonald's
MCD
$188B
$333M 0.6%
1,140,543
+4,633
+0.4% +$1.43M
UNH icon
45
UnitedHealth
UNH
$382B
$326M 0.58%
1,043,600
-391,839
-27% -$150M
HD icon
46
Home Depot
HD
$332B
$322M 0.57%
877,857
-96,387
-10% -$34.9M
AMT icon
47
American Tower
AMT
$77.7B
$320M 0.57%
1,447,550
-4,063
-0.3% -$877K
MNST icon
48
Monster Beverage
MNST
$91.4B
$320M 0.57%
5,103,587
+37,654
+0.7% +$2.3M
TDG icon
49
TransDigm Group
TDG
$69.2B
$310M 0.55%
203,588
-442
-0.2% -$621K
NFLX icon
50
Netflix
NFLX
$292B
$305M 0.54%
2,275,960
+309,700
+16% +$35M
1
2
3 4 5

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CWM
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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.