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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
DAL icon
651
Delta Air Lines
DAL
$57B
$1.11M ﹤0.01%
22,480
-1,801
-7% -$82.7K
IQLT icon
652
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
$1.1M ﹤0.01%
25,559
+5,151
+25% +$214K
BITB icon
653
Bitwise Bitcoin ETF
BITB
$2.49B
$1.1M ﹤0.01%
18,733
– –
SPHQ icon
654
Invesco S&P 500 Quality ETF
SPHQ
$19.5B
$1.1M ﹤0.01%
15,394
– –
FTNT icon
655
Fortinet
FTNT
$112B
$1.1M ﹤0.01%
10,365
-1,612
-13% -$163K
IJS icon
656
iShares S&P Small-Cap 600 Value ETF
IJS
$8.14B
$1.08M ﹤0.01%
10,892
-13
-0.1% -$1.23K
K
657
DELISTED
Kellanova
K
$1.08M ﹤0.01%
13,557
+59
+0.4% +$4.82K
TPR icon
658
Tapestry
TPR
$29.8B
$1.07M ﹤0.01%
12,210
+5,345
+78% +$405K
SPMD icon
659
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.4B
$1.07M ﹤0.01%
19,621
– –
TRS icon
660
TriMas Corp
TRS
$1.45B
$1.07M ﹤0.01%
37,262
+250
+0.7% +$6.13K
CLVT icon
661
Clarivate
CLVT
$1.36B
$1.06M ﹤0.01%
246,103
+4,678
+2% +$18.8K
CLX icon
662
Clorox
CLX
$11.8B
$1.04M ﹤0.01%
8,651
-1,015
-11% -$135K
UUUU icon
663
Energy Fuels
UUUU
$2.93B
$1.04M ﹤0.01%
180,202
+14,183
+9% +$68.1K
REGN icon
664
Regeneron Pharmaceuticals
REGN
$69.9B
$1.03M ﹤0.01%
1,970
-26
-1% -$14.5K
LDOS icon
665
Leidos
LDOS
$14.5B
$1.03M ﹤0.01%
6,537
+83
+1% +$12.3K
GRMN
666
Garmin
GRMN
$46.8B
$1.03M ﹤0.01%
4,916
+713
+17% +$141K
MKTX icon
667
MarketAxess Holdings
MKTX
$4.19B
$1.02M ﹤0.01%
4,560
-299
-6% -$65.7K
SOFI icon
668
SoFi Technologies
SOFI
$21.7B
$1.01M ﹤0.01%
55,667
-2,185
-4% -$28.8K
QUAL icon
669
iShares MSCI USA Quality Factor ETF
QUAL
$46B
$1.01M ﹤0.01%
5,531
-300
-5% -$51.8K
DELL icon
670
Dell
DELL
$276B
$1.01M ﹤0.01%
8,246
-6,107
-43% -$624K
MRVI icon
671
Maravai LifeSciences
MRVI
$987M
$992K ﹤0.01%
411,490
-124
-0% -$261
DG icon
672
Dollar General
DG
$27.2B
$989K ﹤0.01%
8,644
-480
-5% -$47.6K
UCB
673
United Community Banks
UCB
$4.21B
$978K ﹤0.01%
32,818
– –
NXPI icon
674
NXP Semiconductors
NXPI
$67.6B
$978K ﹤0.01%
4,474
-700
-14% -$137K
IYY icon
675
iShares Dow Jones US ETF
IYY
$2.93B
$958K ﹤0.01%
6,352
+77
+1% +$10.7K
25 26
27
28 29

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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.