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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
SLB icon
476
SLB Ltd
SLB
$76.5B
$3.52M 0.01%
104,084
-697
-0.7% -$24.2K
CULP icon
477
Culp Inc
CULP
$45.5M
$3.46M 0.01%
879,844
– –
YUMC icon
478
Yum China
YUMC
$15.3B
$3.43M 0.01%
76,689
-452
-0.6% -$20.2K
AZ icon
479
A2Z Smart Technologies
AZ
$256M
$3.41M 0.01%
322,882
+54,064
+20% +$463K
TNL icon
480
Travel + Leisure Co
TNL
$4.68B
$3.36M 0.01%
65,154
+5,742
+10% +$270K
C icon
481
Citigroup
C
$223B
$3.33M 0.01%
39,154
-12,892
-25% -$932K
CTSH icon
482
Cognizant
CTSH
$22.3B
$3.33M 0.01%
42,648
-2,044
-5% -$157K
RTO icon
483
Rentokil
RTO
$14.4B
$3.3M 0.01%
137,581
-540
-0.4% -$12.5K
YOU icon
484
Clear Secure
YOU
$5.36B
$3.24M 0.01%
116,804
+12,403
+12% +$316K
ESTC icon
485
Elastic
ESTC
$6.37B
$3.23M 0.01%
38,343
-2,238
-6% -$189K
SCHX icon
486
Schwab US Large- Cap ETF
SCHX
$71.1B
$3.22M 0.01%
131,646
-16,264
-11% -$368K
SPG icon
487
Simon Property Group
SPG
$75.1B
$3.21M 0.01%
19,961
-1,391
-7% -$220K
JEF icon
488
Jefferies Financial Group
JEF
$13B
$3.18M 0.01%
58,202
+170
+0.3% +$8.42K
TT icon
489
Trane Technologies
TT
$107B
$3.18M 0.01%
7,269
+97
+1% +$38.3K
NOC icon
490
Northrop Grumman
NOC
$77.8B
$3.13M 0.01%
6,259
-125
-2% -$61.4K
VRTX icon
491
Vertex Pharmaceuticals
VRTX
$122B
$3.13M 0.01%
7,029
+467
+7% +$215K
ALL icon
492
Allstate
ALL
$67.3B
$3.11M 0.01%
15,463
-929
-6% -$185K
PRU icon
493
Prudential Financial
PRU
$42.3B
$3.08M 0.01%
28,698
-2,588
-8% -$268K
WRB icon
494
W.R. Berkley
WRB
$28.1B
$3M 0.01%
40,892
-491
-1% -$35.2K
QCLN icon
495
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$609M
$3M 0.01%
91,872
-34,966
-28% -$1.04M
PAYC icon
496
Paycom
PAYC
$7.05B
$3M 0.01%
12,975
-1,929
-13% -$457K
KGS icon
497
Kodiak Gas Services
KGS
$5.83B
$2.98M 0.01%
86,982
-10,000
-10% -$346K
LILAK icon
498
Liberty Latin America Class C
LILAK
$1.55B
$2.94M 0.01%
519,638
– –
IWY icon
499
iShares Russell Top 200 Growth ETF
IWY
$15.7B
$2.94M 0.01%
11,910
+1,268
+12% +$282K
TGT icon
500
Target
TGT
$63.7B
$2.88M 0.01%
29,243
-998
-3% -$95.8K
18 19
20
21 22

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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.