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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
RY icon
576
Royal Bank of Canada
RY
$291B
$1.73M ﹤0.01%
13,149
-5,884
-31% -$720K
BP icon
577
BP
BP
$109B
$1.72M ﹤0.01%
57,409
+139
+0.2% +$4.08K
PGX icon
578
Invesco Preferred ETF
PGX
$3.81B
$1.72M ﹤0.01%
154,165
+2,863
+2% +$31.5K
OI icon
579
O-I Glass
OI
$1.41B
$1.71M ﹤0.01%
115,978
-74,841
-39% -$957K
BITX icon
580
2x Bitcoin ETF
BITX
$929M
$1.7M ﹤0.01%
31,482
+31,030
+6,865% +$1.49M
XLY icon
581
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.6B
$1.7M ﹤0.01%
15,600
-5,514
-26% -$564K
XBI icon
582
State Street SPDR S&P Biotech ETF
XBI
$10.2B
$1.69M ﹤0.01%
20,329
-600
-3% -$47.9K
ESGV icon
583
Vanguard ESG US Stock ETF
ESGV
$13B
$1.68M ﹤0.01%
15,362
+1,014
+7% +$102K
REET icon
584
iShares Global REIT ETF
REET
$5.16B
$1.68M ﹤0.01%
68,060
+7,063
+12% +$171K
MOAT icon
585
VanEck Morningstar Wide Moat ETF
MOAT
$11.7B
$1.64M ﹤0.01%
17,494
+1,834
+12% +$161K
USMV icon
586
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$1.64M ﹤0.01%
17,460
+333
+2% +$30.6K
BSM icon
587
Black Stone Minerals
BSM
$3.17B
$1.64M ﹤0.01%
125,295
-30,775
-20% -$425K
IJK icon
588
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$1.63M ﹤0.01%
17,956
-65
-0.4% -$5.57K
VV icon
589
Vanguard Large-Cap ETF
VV
$51.9B
$1.62M ﹤0.01%
5,678
-423
-7% -$111K
AAON icon
590
Aaon
AAON
$8.27B
$1.62M ﹤0.01%
21,916
+8
+0% +$701
VSS icon
591
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.3B
$1.6M ﹤0.01%
11,923
+4,673
+64% +$576K
CPNG icon
592
Coupang
CPNG
$28.6B
$1.58M ﹤0.01%
52,835
-181,947
-77% -$4.66M
KMX icon
593
CarMax
KMX
$8.29B
$1.58M ﹤0.01%
23,547
-305
-1% -$20.5K
ADM icon
594
Archer Daniels Midland
ADM
$40.1B
$1.57M ﹤0.01%
29,696
+645
+2% +$31.4K
BINC icon
595
BlackRock Flexible Income ETF
BINC
$16.1B
$1.56M ﹤0.01%
29,578
+5,393
+22% +$281K
MBOT icon
596
Microbot Medical
MBOT
$117M
$1.54M ﹤0.01%
+612,000
New +$1.46M
VGK icon
597
Vanguard FTSE Europe ETF
VGK
$30.1B
$1.54M ﹤0.01%
19,897
+10,313
+108% +$761K
ILOW
598
AB International Low Volatility Equity ETF
ILOW
$1.82B
$1.53M ﹤0.01%
+36,814
New +$1.45M
CNQ icon
599
Canadian Natural Resources
CNQ
$93.4B
$1.53M ﹤0.01%
48,764
-12,274
-20% -$372K
ONEQ icon
600
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.2B
$1.52M ﹤0.01%
18,962
-8,025
-30% -$578K
22 23
24
25 26

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Comerica Bank
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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
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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.