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
KR icon
526
Kroger
KR
$35.5B
$2.38M ﹤0.01%
33,173
-229
-0.7% -$15.8K
ED icon
527
Consolidated Edison
ED
$41.1B
$2.36M ﹤0.01%
23,488
-1,010
-4% -$107K
GTLS
528
DELISTED
Chart Industries
GTLS
$2.36M ﹤0.01%
14,305
+2,361
+20% +$347K
LXRX icon
529
Lexicon Pharmaceuticals
LXRX
$991M
$2.32M ﹤0.01%
2,450,400
+210,400
+9% +$136K
CHTR icon
530
Charter Communications
CHTR
$15.7B
$2.29M ﹤0.01%
5,596
-59
-1% -$22.6K
CCK icon
531
Crown Holdings
CCK
$12.9B
$2.28M ﹤0.01%
22,139
-10,964
-33% -$1.04M
WFC.PRL icon
532
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.68B
$2.28M ﹤0.01%
1,940
– –
HGV icon
533
Hilton Grand Vacations
HGV
$3.98B
$2.27M ﹤0.01%
54,561
-7,755
-12% -$293K
PHYS icon
534
Sprott Physical Gold
PHYS
$14.7B
$2.26M ﹤0.01%
89,075
+6,282
+8% +$158K
CRL icon
535
Charles River Laboratories
CRL
$10.8B
$2.26M ﹤0.01%
14,869
-597
-4% -$79.6K
EXR icon
536
Extra Space Storage
EXR
$31.3B
$2.24M ﹤0.01%
15,202
+166
+1% +$24.2K
RPV icon
537
Invesco S&P 500 Pure Value ETF
RPV
$1.65B
$2.24M ﹤0.01%
23,891
+34
+0.1% +$3.05K
ITOT icon
538
iShares Core S&P Total US Stock Market ETF
ITOT
$93.5B
$2.2M ﹤0.01%
16,312
+7,997
+96% +$998K
HYMB icon
539
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.1B
$2.19M ﹤0.01%
88,491
-68,531
-44% -$1.69M
KLAC icon
540
KLA
KLAC
$266B
$2.17M ﹤0.01%
24,230
-4,710
-16% -$354K
DCI icon
541
Donaldson
DCI
$10.8B
$2.15M ﹤0.01%
30,944
+4,339
+16% +$292K
TDY icon
542
Teledyne Technologies
TDY
$30.2B
$2.15M ﹤0.01%
4,187
+4,002
+2,163% +$1.93M
GBTC icon
543
Grayscale Bitcoin Trust
GBTC
$9.75B
$2.08M ﹤0.01%
24,552
-5,637
-19% -$438K
TFC icon
544
Truist Financial
TFC
$63.7B
$2.08M ﹤0.01%
48,373
-118,797
-71% -$4.65M
LBRDK icon
545
Liberty Broadband Class C
LBRDK
$4.44B
$2.06M ﹤0.01%
20,988
-140
-0.7% -$12.6K
NOBL icon
546
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
$2.05M ﹤0.01%
40,764
+3,650
+10% +$180K
NUE icon
547
Nucor
NUE
$56.4B
$2.05M ﹤0.01%
15,806
-826
-5% -$96.5K
VT icon
548
Vanguard Total World Stock ETF
VT
$76.4B
$2.04M ﹤0.01%
15,854
– –
HTGC icon
549
Hercules Capital
HTGC
$2.95B
$2.03M ﹤0.01%
111,276
-2,726
-2% -$48.3K
AIG icon
550
American International
AIG
$42B
$2M ﹤0.01%
23,420
-1,444
-6% -$120K
20 21
22
23 24

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.