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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
ZBH icon
601
Zimmer Biomet
ZBH
$17.8B
$1.5M ﹤0.01%
16,489
-546
-3% -$52.8K
PHIN icon
602
Phinia Inc
PHIN
$2.91B
$1.48M ﹤0.01%
33,300
+15,933
+92% +$672K
SCHF icon
603
Schwab International Equity ETF
SCHF
$65.9B
$1.46M ﹤0.01%
66,188
-1,511
-2% -$31.5K
WST icon
604
West Pharmaceutical
WST
$23.3B
$1.46M ﹤0.01%
6,685
-66
-1% -$14.1K
IJT icon
605
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.25B
$1.45M ﹤0.01%
10,898
-58
-0.5% -$7.27K
MET icon
606
MetLife
MET
$61.2B
$1.45M ﹤0.01%
18,027
-463
-3% -$35.7K
STE icon
607
Steris
STE
$21.3B
$1.45M ﹤0.01%
6,021
+2,039
+51% +$475K
ASND icon
608
Ascendis Pharma A/S
ASND
$16.6B
$1.45M ﹤0.01%
8,378
– –
WTW icon
609
Willis Towers Watson
WTW
$28.6B
$1.44M ﹤0.01%
4,704
-2,081
-31% -$645K
HLT icon
610
Hilton Worldwide
HLT
$75.3B
$1.43M ﹤0.01%
5,375
+156
+3% +$37.1K
AXSM icon
611
Axsome Therapeutics
AXSM
$12.3B
$1.43M ﹤0.01%
13,689
-26
-0.2% -$2.75K
GLDM icon
612
SPDR Gold MiniShares Trust
GLDM
$27.8B
$1.43M ﹤0.01%
21,780
-385
-2% -$25.1K
AWK icon
613
American Water Works
AWK
$26.3B
$1.42M ﹤0.01%
10,190
-269
-3% -$38.5K
PKG icon
614
Packaging Corp of America
PKG
$22.5B
$1.42M ﹤0.01%
7,514
-1,073
-12% -$203K
QTEC icon
615
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.49B
$1.41M ﹤0.01%
6,629
+54
+0.8% +$10.1K
AMLP icon
616
Alerian MLP ETF
AMLP
$12.7B
$1.41M ﹤0.01%
28,852
– –
PODD icon
617
Insulet
PODD
$11.4B
$1.4M ﹤0.01%
4,468
-131
-3% -$37.8K
IWX icon
618
iShares Russell Top 200 Value ETF
IWX
$3.94B
$1.39M ﹤0.01%
16,537
+789
+5% +$63.5K
RHP icon
619
Ryman Hospitality Properties
RHP
$8.52B
$1.37M ﹤0.01%
13,903
+6,537
+89% +$611K
SPLV icon
620
Invesco S&P 500 Low Volatility ETF
SPLV
$7.21B
$1.37M ﹤0.01%
18,793
-1,420
-7% -$103K
BALL icon
621
Ball Corp
BALL
$17.2B
$1.36M ﹤0.01%
24,303
+2,121
+10% +$111K
PRF icon
622
Invesco FTSE RAFI US 1000 ETF
PRF
$9.76B
$1.35M ﹤0.01%
31,901
-1,122
-3% -$44.8K
XLP icon
623
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
$1.34M ﹤0.01%
16,514
-1,822
-10% -$148K
DSI icon
624
iShares MSCI KLD 400 Social ETF
DSI
$5.15B
$1.32M ﹤0.01%
11,370
– –
WSM icon
625
Williams-Sonoma
WSM
$27.6B
$1.31M ﹤0.01%
8,009
-491
-6% -$77.1K
23 24
25
26 27

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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.