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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
QSR icon
676
Restaurant Brands International
QSR
$25.8B
$949K ﹤0.01%
14,310
-15,505
-52% -$1.04M
KRP icon
677
Kimbell Royalty Partners
KRP
$1.45B
$946K ﹤0.01%
67,799
– –
FLEX icon
678
Flex
FLEX
$42.5B
$946K ﹤0.01%
18,942
-686
-3% -$26.7K
DUOL icon
679
Duolingo
DUOL
$6.19B
$943K ﹤0.01%
2,300
-49
-2% -$21.5K
XLI icon
680
State Street Industrial Select Sector SPDR ETF
XLI
$33.4B
$936K ﹤0.01%
6,342
-2,610
-29% -$356K
FELE icon
681
Franklin Electric
FELE
$4.66B
$935K ﹤0.01%
10,423
– –
RPM icon
682
RPM International
RPM
$13.8B
$930K ﹤0.01%
8,469
-1,296
-13% -$143K
BKR icon
683
Baker Hughes
BKR
$60.1B
$928K ﹤0.01%
24,216
+5,937
+32% +$224K
VCIT icon
684
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$920K ﹤0.01%
11,096
+577
+5% +$46.9K
HIG icon
685
Hartford Financial Services
HIG
$38.4B
$906K ﹤0.01%
7,142
+495
+7% +$61.5K
GSLC icon
686
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
$904K ﹤0.01%
7,449
-56
-0.7% -$6.3K
SE icon
687
Sea Limited
SE
$63.9B
$889K ﹤0.01%
5,557
+36
+0.7% +$5.21K
STZ icon
688
Constellation Brands
STZ
$22.2B
$886K ﹤0.01%
5,445
-4,862
-47% -$872K
GDX icon
689
VanEck Gold Miners ETF
GDX
$23.2B
$880K ﹤0.01%
16,906
-16,599
-50% -$824K
EG icon
690
Everest Group
EG
$15.4B
$880K ﹤0.01%
2,588
+24
+0.9% +$8.28K
HACK icon
691
Amplify Cybersecurity ETF
HACK
$2.65B
$877K ﹤0.01%
10,151
-796
-7% -$62K
ALSN icon
692
Allison Transmission
ALSN
$10.1B
$875K ﹤0.01%
9,210
-525
-5% -$50.7K
LYB icon
693
LyondellBasell Industries
LYB
$18.9B
$870K ﹤0.01%
15,035
+1,764
+13% +$103K
JVAL icon
694
JPMorgan US Value Factor ETF
JVAL
$834M
$869K ﹤0.01%
19,651
-3,537
-15% -$146K
VDE icon
695
Vanguard Energy ETF
VDE
$9.87B
$868K ﹤0.01%
7,288
+123
+2% +$14.3K
MAS icon
696
Masco
MAS
$16.4B
$867K ﹤0.01%
13,472
-278,972
-95% -$17.6M
GSY icon
697
Invesco Ultra Short Duration ETF
GSY
$3.86B
$865K ﹤0.01%
17,255
– –
TPL icon
698
Texas Pacific Land
TPL
$27.4B
$863K ﹤0.01%
2,451
-216
-8% -$88.3K
HPE icon
699
Hewlett Packard
HPE
$63.8B
$859K ﹤0.01%
42,007
+1,444
+4% +$24.2K
RSPT icon
700
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.43B
$848K ﹤0.01%
20,794
+3,248
+19% +$118K
26 27
28
29 30

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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.