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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
NHTC icon
626
Natural Health Trends
NHTC
$16.3M
$1.31M ﹤0.01%
+301,683
New +$1.45M
DGRO icon
627
iShares Core Dividend Growth ETF
DGRO
$42.8B
$1.3M ﹤0.01%
20,328
-1,580
-7% -$96.3K
ACWI icon
628
iShares MSCI ACWI ETF
ACWI
$32.5B
$1.3M ﹤0.01%
10,085
– –
SPYM
629
State Street SPDR Portfolio S&P 500 ETF
SPYM
$159B
$1.29M ﹤0.01%
17,713
+3,874
+28% +$261K
ESI icon
630
Element Solutions
ESI
$9.22B
$1.27M ﹤0.01%
55,952
-6,146
-10% -$129K
SCHA icon
631
Schwab U.S Small- Cap ETF
SCHA
$22.4B
$1.26M ﹤0.01%
49,698
-11,573
-19% -$274K
QLD icon
632
ProShares Ultra QQQ
QLD
$12.5B
$1.26M ﹤0.01%
21,338
– –
ANSS
633
DELISTED
Ansys
ANSS
$1.25M ﹤0.01%
3,554
-515
-13% -$169K
HPQ icon
634
HP
HPQ
$24.3B
$1.23M ﹤0.01%
50,482
+542
+1% +$13.8K
ITA icon
635
iShares US Aerospace & Defense ETF
ITA
$14.4B
$1.22M ﹤0.01%
6,460
-4,666
-42% -$775K
MANH icon
636
Manhattan Associates
MANH
$9.42B
$1.21M ﹤0.01%
6,113
-55
-0.9% -$9.98K
ON icon
637
ON Semiconductor
ON
$34.7B
$1.2M ﹤0.01%
22,954
-34,108
-60% -$1.48M
VTEB icon
638
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$1.19M ﹤0.01%
24,266
-13,197
-35% -$645K
PAR icon
639
PAR Technology
PAR
$682M
$1.19M ﹤0.01%
17,116
+1
+0% +$62
CRWV
640
CoreWeave
CRWV
$38.6B
$1.19M ﹤0.01%
+7,277
New +$671K
FCX icon
641
Freeport-McMoran
FCX
$90.2B
$1.18M ﹤0.01%
27,235
+1,079
+4% +$41K
CBRE icon
642
CBRE Group
CBRE
$42.1B
$1.18M ﹤0.01%
8,395
+1
+0% +$126
MU icon
643
Micron Technology
MU
$1.02T
$1.17M ﹤0.01%
9,516
-3,026
-24% -$283K
JQUA icon
644
JPMorgan US Quality Factor ETF
JQUA
$8.16B
$1.17M ﹤0.01%
19,460
-2,879
-13% -$165K
HYS icon
645
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.74B
$1.17M ﹤0.01%
12,296
+834
+7% +$77.6K
MGV icon
646
Vanguard Mega Cap Value ETF
MGV
$13.3B
$1.16M ﹤0.01%
8,877
-26,979
-75% -$3.38M
STT icon
647
State Street
STT
$50.7B
$1.15M ﹤0.01%
10,800
+97
+0.9% +$8.97K
THG icon
648
Hanover Insurance
THG
$7.68B
$1.13M ﹤0.01%
6,664
-218
-3% -$36.4K
COCO icon
649
Vita Coco
COCO
$3.85B
$1.11M ﹤0.01%
30,852
+68
+0.2% +$2.27K
BSV icon
650
Vanguard Short-Term Bond ETF
BSV
$44.6B
$1.11M ﹤0.01%
14,098
-3,287
-19% -$257K
24 25
26
27 28

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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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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.