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
SCHB icon
501
Schwab US Broad Market ETF
SCHB
$42.8B
$2.81M 0.01%
117,919
-18,996
-14% -$418K
GM icon
502
General Motors
GM
$78.7B
$2.81M 0.01%
57,083
-4,230
-7% -$200K
FBTC icon
503
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
$2.78M 0.01%
29,628
-866
-3% -$74.5K
GLW icon
504
Corning
GLW
$123B
$2.77M 0.01%
52,701
-748
-1% -$35K
OXY icon
505
Occidental Petroleum
OXY
$54.6B
$2.77M ﹤0.01%
65,876
-840
-1% -$35.1K
SCHG icon
506
Schwab US Large-Cap Growth ETF
SCHG
$58.8B
$2.74M ﹤0.01%
93,759
-1,891
-2% -$50K
CERT icon
507
Certara
CERT
$1.21B
$2.72M ﹤0.01%
232,723
-192
-0.1% -$2.27K
UBER icon
508
Uber
UBER
$139B
$2.68M ﹤0.01%
28,745
-12,465
-30% -$1.03M
TLN
509
Talen Energy Corp
TLN
$16.6B
$2.67M ﹤0.01%
9,188
-665
-7% -$158K
IBB icon
510
iShares Biotechnology ETF
IBB
$9.44B
$2.64M ﹤0.01%
20,859
+95
+0.5% +$11.7K
PYPL icon
511
PayPal
PYPL
$49.5B
$2.64M ﹤0.01%
35,492
-4,935
-12% -$338K
CBOE icon
512
Cboe Global Markets
CBOE
$30.2B
$2.63M ﹤0.01%
11,272
+79
+0.7% +$17.6K
VRSK icon
513
Verisk Analytics
VRSK
$27.1B
$2.58M ﹤0.01%
8,291
-481
-5% -$146K
POST icon
514
Post Holdings
POST
$4.14B
$2.58M ﹤0.01%
23,675
+1,020
+5% +$114K
KKR icon
515
KKR & Co
KKR
$91.3B
$2.57M ﹤0.01%
19,314
+157
+0.8% +$18.4K
WBD icon
516
Warner Bros
WBD
$63.4B
$2.56M ﹤0.01%
223,607
+23,535
+12% +$220K
LAMR icon
517
Lamar Advertising Co
LAMR
$16.3B
$2.53M ﹤0.01%
20,824
-36
-0.2% -$4.18K
VHT icon
518
Vanguard Health Care ETF
VHT
$18.3B
$2.49M ﹤0.01%
10,043
-2,884
-22% -$713K
WPM icon
519
Wheaton Precious Metals
WPM
$50.9B
$2.47M ﹤0.01%
27,558
-10,684
-28% -$899K
TREX icon
520
Trex
TREX
$4.57B
$2.46M ﹤0.01%
45,313
+15,170
+50% +$860K
EOG icon
521
EOG Resources
EOG
$74.7B
$2.45M ﹤0.01%
20,480
-63
-0.3% -$7.2K
VXUS icon
522
Vanguard Total International Stock ETF
VXUS
$153B
$2.45M ﹤0.01%
35,436
-3,386
-9% -$220K
LNW
523
DELISTED
Light & Wonder
LNW
$2.44M ﹤0.01%
25,388
+6,271
+33% +$537K
IEMG icon
524
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$2.43M ﹤0.01%
40,537
+9,351
+30% +$522K
SLV icon
525
iShares Silver Trust
SLV
$28.3B
$2.4M ﹤0.01%
73,012
+637
+0.9% +$19.5K
19 20
21
22 23

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.