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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
SHYD icon
726
VanEck Short High Yield Muni ETF
SHYD
$451M
$742K ﹤0.01%
32,828
-202
-0.6% -$4.51K
DOW icon
727
Dow Inc
DOW
$20.8B
$740K ﹤0.01%
27,945
-1,409
-5% -$41K
HOOD icon
728
Robinhood
HOOD
$85.9B
$739K ﹤0.01%
7,896
+3,129
+66% +$185K
NDAQ icon
729
Nasdaq
NDAQ
$52.5B
$737K ﹤0.01%
8,244
+967
+13% +$77.2K
FFIV icon
730
F5
FFIV
$23B
$736K ﹤0.01%
2,502
+26
+1% +$7.18K
TIP icon
731
iShares TIPS Bond ETF
TIP
$14.5B
$734K ﹤0.01%
6,674
+31
+0.5% +$3.38K
A icon
732
Agilent Technologies
A
$38.9B
$734K ﹤0.01%
6,218
+347
+6% +$38.5K
DD icon
733
DuPont de Nemours
DD
$18.9B
$731K ﹤0.01%
8,486
-2,199
-21% -$183K
SEE
734
DELISTED
Sealed Air
SEE
$730K ﹤0.01%
23,526
+3,216
+16% +$95.6K
OMC icon
735
Omnicom Group
OMC
$23.5B
$729K ﹤0.01%
10,140
-2,879
-22% -$213K
J icon
736
Jacobs Solutions
J
$16B
$723K ﹤0.01%
5,500
-842
-13% -$104K
LULU icon
737
lululemon athletica
LULU
$13.4B
$722K ﹤0.01%
3,040
-218
-7% -$60.1K
FTV icon
738
Fortive
FTV
$19.2B
$722K ﹤0.01%
13,850
-6,545
-32% -$343K
SRLN icon
739
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$721K ﹤0.01%
17,337
-1,721
-9% -$70.4K
HDV
740
iShares Core High Dividend ETF
HDV
$14.5B
$721K ﹤0.01%
30,765
+21,080
+218% +$486K
ALAB icon
741
Astera Labs
ALAB
$48.4B
$719K ﹤0.01%
7,955
-1,159
-13% -$91.6K
VRSN icon
742
VeriSign
VRSN
$24.8B
$715K ﹤0.01%
2,476
+7
+0.3% +$1.9K
EFX icon
743
Equifax
EFX
$20.8B
$715K ﹤0.01%
2,755
-37
-1% -$9.41K
FNDA icon
744
Schwab Fundamental US Small Company Index ETF
FNDA
$9.2B
$713K ﹤0.01%
24,888
-7,164
-22% -$194K
WBA
745
DELISTED
Walgreens Boots Alliance
WBA
$712K ﹤0.01%
62,032
-6,601
-10% -$73.5K
THC icon
746
Tenet Healthcare
THC
$21B
$711K ﹤0.01%
4,041
-1,079
-21% -$162K
SGOL icon
747
abrdn Physical Gold Shares ETF
SGOL
$6.97B
$709K ﹤0.01%
22,479
– –
DAR icon
748
Darling Ingredients
DAR
$9.62B
$708K ﹤0.01%
18,649
-100,742
-84% -$3.32M
RKT icon
749
Rocket Companies
RKT
$38.2B
$700K ﹤0.01%
49,372
+4,680
+10% +$60.7K
XEL icon
750
Xcel Energy
XEL
$50.4B
$699K ﹤0.01%
10,257
-380
-4% -$26.4K
28 29
30
31 32

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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.