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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
XLV icon
551
State Street Health Care Select Sector SPDR ETF
XLV
$42.2B
$1.99M ﹤0.01%
14,799
-5,720
-28% -$772K
LH icon
552
Labcorp
LH
$24.7B
$1.99M ﹤0.01%
7,597
-370
-5% -$90.1K
CTVA icon
553
Corteva
CTVA
$58.6B
$1.98M ﹤0.01%
26,630
+1,543
+6% +$103K
PPG icon
554
PPG Industries
PPG
$26.4B
$1.98M ﹤0.01%
17,438
-163
-0.9% -$17.6K
RDDT icon
555
Reddit
RDDT
$34.5B
$1.97M ﹤0.01%
13,098
-1,019
-7% -$116K
CEF icon
556
Sprott Physical Gold and Silver Trust
CEF
$7.49B
$1.96M ﹤0.01%
65,241
– –
SNPS icon
557
Synopsys
SNPS
$74.5B
$1.94M ﹤0.01%
3,777
-458
-11% -$213K
SGI
558
Somnigroup International
SGI
$15.3B
$1.94M ﹤0.01%
28,438
+58
+0.2% +$3.65K
TLT icon
559
iShares 20+ Year Treasury Bond ETF
TLT
$42.8B
$1.93M ﹤0.01%
21,839
+1,022
+5% +$89.1K
NTRS icon
560
Northern Trust
NTRS
$22.4B
$1.93M ﹤0.01%
15,192
-812
-5% -$83K
ICF icon
561
iShares Select U.S. REIT ETF
ICF
$2.12B
$1.91M ﹤0.01%
31,227
+195
+0.6% +$11.8K
RJF icon
562
Raymond James Financial
RJF
$33.3B
$1.88M ﹤0.01%
12,266
-1,846
-13% -$264K
XLE icon
563
State Street Energy Select Sector SPDR ETF
XLE
$38.8B
$1.87M ﹤0.01%
44,120
-1,250
-3% -$52.1K
SOLV icon
564
Solventum
SOLV
$13.9B
$1.86M ﹤0.01%
24,576
-39,144
-61% -$2.77M
VBR icon
565
Vanguard Small-Cap Value ETF
VBR
$37.3B
$1.86M ﹤0.01%
9,516
+94
+1% +$17.4K
HSY icon
566
Hershey
HSY
$36.6B
$1.85M ﹤0.01%
11,174
-5,483
-33% -$904K
ROK icon
567
Rockwell Automation
ROK
$51.9B
$1.85M ﹤0.01%
5,575
+77
+1% +$21.9K
IJJ icon
568
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.87B
$1.84M ﹤0.01%
14,919
-114
-0.8% -$13.4K
ATR icon
569
AptarGroup
ATR
$8.51B
$1.84M ﹤0.01%
11,767
-195
-2% -$29.5K
FNDX icon
570
Schwab Fundamental US Large Company Index ETF
FNDX
$26.6B
$1.84M ﹤0.01%
74,925
-18,178
-20% -$423K
GEN icon
571
Gen Digital
GEN
$16.1B
$1.82M ﹤0.01%
61,855
-24,362
-28% -$666K
MORN icon
572
Morningstar
MORN
$6.94B
$1.81M ﹤0.01%
5,777
-71
-1% -$21K
COO icon
573
Cooper Companies
COO
$13.7B
$1.79M ﹤0.01%
25,167
– –
PHO icon
574
Invesco Water Resources ETF
PHO
$1.98B
$1.75M ﹤0.01%
25,023
-1,894
-7% -$126K
O icon
575
Realty Income
O
$61.1B
$1.74M ﹤0.01%
30,286
-8,066
-21% -$456K
21 22
23
24 25

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CWM
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VRS
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FAF
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BGIM
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CIM
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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.