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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
CHD icon
701
Church & Dwight Co
CHD
$23.4B
$844K ﹤0.01%
8,778
-682
-7% -$67.3K
SKYY icon
702
First Trust Cloud Computing ETF
SKYY
$2.78B
$835K ﹤0.01%
6,868
-1,724
-20% -$188K
DHI icon
703
D.R. Horton
DHI
$41.3B
$833K ﹤0.01%
6,462
-980
-13% -$121K
OEF icon
704
iShares S&P 100 ETF
OEF
$19.8B
$827K ﹤0.01%
2,718
-1,355
-33% -$378K
ETHE
705
Grayscale Ethereum Staking ETF Shares
ETHE
$1.58B
$826K ﹤0.01%
39,588
-9,879
-20% -$180K
ES icon
706
Eversource Energy
ES
$28.1B
$821K ﹤0.01%
12,908
-4,001
-24% -$247K
VMC icon
707
Vulcan Materials
VMC
$36.9B
$818K ﹤0.01%
3,136
-1,895
-38% -$487K
DLTR icon
708
Dollar Tree
DLTR
$24.1B
$818K ﹤0.01%
8,256
-189
-2% -$16.3K
WTFC icon
709
Wintrust Financial
WTFC
$10.7B
$812K ﹤0.01%
6,549
-1,334
-17% -$153K
BLFS icon
710
BioLife Solutions
BLFS
$1.46B
$812K ﹤0.01%
37,681
-10,487
-22% -$236K
BIZD icon
711
VanEck BDC Income ETF
BIZD
$1.6B
$811K ﹤0.01%
49,807
-6,102
-11% -$95.5K
AOS icon
712
A.O. Smith
AOS
$8.61B
$804K ﹤0.01%
12,255
-2,999
-20% -$196K
PHM icon
713
Pultegroup
PHM
$24.9B
$801K ﹤0.01%
7,597
-3,162
-29% -$319K
ACGL icon
714
Arch Capital
ACGL
$36.3B
$790K ﹤0.01%
8,679
+119
+1% +$11K
IEUR icon
715
iShares Core MSCI Europe ETF
IEUR
$8.8B
$779K ﹤0.01%
11,767
+3,349
+40% +$212K
UYG icon
716
ProShares Ultra Financials
UYG
$826M
$778K ﹤0.01%
8,139
– –
LOPE icon
717
Grand Canyon Education
LOPE
$3.84B
$771K ﹤0.01%
4,079
-35
-0.9% -$6.49K
MTD icon
718
Mettler-Toledo International
MTD
$27B
$766K ﹤0.01%
652
-25
-4% -$27.9K
DGX icon
719
Quest Diagnostics
DGX
$25.6B
$764K ﹤0.01%
4,252
+461
+12% +$80.1K
BBH icon
720
VanEck Biotech ETF
BBH
$397M
$760K ﹤0.01%
4,958
– –
WTRG icon
721
Essential Utilities
WTRG
$11.2B
$756K ﹤0.01%
20,364
-196
-1% -$7.63K
KD icon
722
Kyndryl
KD
$2.81B
$754K ﹤0.01%
17,961
-4,491
-20% -$162K
WY icon
723
Weyerhaeuser
WY
$17.2B
$748K ﹤0.01%
29,126
-17,669
-38% -$462K
TFI icon
724
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.06B
$746K ﹤0.01%
16,710
-2,712
-14% -$120K
ONON icon
725
On Holding
ONON
$12.4B
$744K ﹤0.01%
14,299
-475
-3% -$24.2K
27 28
29
30 31

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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.