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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
MA icon
51
Mastercard
MA
$477B
$303M 0.54%
539,665
-7,962
-1% -$4.4M
PEP icon
52
PepsiCo
PEP
$186B
$301M 0.54%
2,276,292
-9,236
-0.4% -$1.24M
DIS icon
53
Walt Disney
DIS
$165B
$296M 0.53%
2,384,014
-884,442
-27% -$91.9M
EPD icon
54
Enterprise Products Partners
EPD
$83.8B
$290M 0.52%
9,359,631
-41,718
-0.4% -$1.3M
APH icon
55
Amphenol
APH
$188B
$289M 0.52%
2,924,638
+92,868
+3% +$7.59M
PLD icon
56
Prologis
PLD
$138B
$286M 0.51%
2,719,249
+9,553
+0.4% +$1M
VB icon
57
Vanguard Small-Cap ETF
VB
$79.5B
$280M 0.5%
1,180,480
-33,180
-3% -$7.4M
ADP icon
58
Automatic Data Processing
ADP
$100B
$278M 0.5%
902,762
-5,094
-0.6% -$1.56M
BLK icon
59
Blackrock
BLK
$164B
$278M 0.5%
264,918
-383
-0.1% -$362K
ET icon
60
Energy Transfer Partners
ET
$70.1B
$278M 0.5%
15,314,866
+333,434
+2% +$5.82M
IWR icon
61
iShares Russell Mid-Cap ETF
IWR
$56.8B
$271M 0.48%
2,945,315
+221,567
+8% +$19.1M
IVV icon
62
iShares Core S&P 500 ETF
IVV
$876B
$264M 0.47%
425,390
-3,935
-0.9% -$2.26M
FIS icon
63
Fidelity National Information Services
FIS
$21.5B
$258M 0.46%
3,169,660
+21,785
+0.7% +$1.69M
ISRG icon
64
Intuitive Surgical
ISRG
$121B
$256M 0.46%
471,318
-2,669
-0.6% -$1.4M
CVX icon
65
Chevron
CVX
$388B
$243M 0.43%
1,697,209
-8,319
-0.5% -$1.17M
ADI icon
66
Analog Devices
ADI
$181B
$239M 0.43%
1,006,077
-1,971
-0.2% -$410K
TMO icon
67
Thermo Fisher Scientific
TMO
$211B
$238M 0.42%
585,794
-15,961
-3% -$6.67M
ASML icon
68
ASML
ASML
$675B
$237M 0.42%
295,847
+232,649
+368% +$167M
GE icon
69
GE Aerospace
GE
$367B
$234M 0.42%
907,777
+291,780
+47% +$64M
ETN icon
70
Eaton
ETN
$157B
$232M 0.41%
649,506
+20,530
+3% +$6.32M
VEA icon
71
Vanguard FTSE Developed Markets ETF
VEA
$226B
$229M 0.41%
4,009,275
+325,423
+9% +$17.4M
PNC icon
72
PNC Financial Services
PNC
$100B
$228M 0.41%
1,221,335
+5,607
+0.5% +$949K
VICI icon
73
VICI Properties
VICI
$29.4B
$220M 0.39%
6,755,506
-3,344
-0% -$106K
OKE icon
74
Oneok
OKE
$58.7B
$218M 0.39%
2,669,742
+20,213
+0.8% +$1.69M
ABBV icon
75
AbbVie
ABBV
$458B
$217M 0.39%
1,166,664
+142,700
+14% +$26.5M
1 2
3
4 5

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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.