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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
LEN icon
751
Lennar Class A
LEN
$20.5B
$695K ﹤0.01%
6,285
-384
-6% -$41.6K
IUSG icon
752
iShares Core S&P US Growth ETF
IUSG
$31.1B
$693K ﹤0.01%
4,610
+83
+2% +$11.3K
DBRG icon
753
DigitalBridge
DBRG
$2.93B
$687K ﹤0.01%
66,380
+6,438
+11% +$61.4K
INDA icon
754
iShares MSCI India ETF
INDA
$6.77B
$682K ﹤0.01%
12,255
-1,205
-9% -$64.4K
FNDF icon
755
Schwab Fundamental International Large Company Index ETF
FNDF
$24.5B
$677K ﹤0.01%
16,906
-1,956
-10% -$73.8K
RF icon
756
Regions Financial
RF
$26.2B
$675K ﹤0.01%
28,706
+15,966
+125% +$338K
VYMI icon
757
Vanguard International High Dividend Yield ETF
VYMI
$20.3B
$675K ﹤0.01%
8,426
+558
+7% +$42.7K
EXC icon
758
Exelon
EXC
$48.2B
$672K ﹤0.01%
15,483
-800
-5% -$35.6K
MKC icon
759
McCormick & Company Non-Voting
MKC
$13.6B
$671K ﹤0.01%
8,846
+229
+3% +$17.2K
QXO
760
QXO Inc
QXO
$14.7B
$666K ﹤0.01%
30,897
+20,897
+209% +$343K
TWST icon
761
Twist Bioscience
TWST
$5.39B
$663K ﹤0.01%
18,028
+1
+0% +$35
XCEM icon
762
Columbia EM Core ex-China ETF
XCEM
$1.91B
$659K ﹤0.01%
19,277
-126
-0.6% -$3.94K
ACWX icon
763
iShares MSCI ACWI ex US ETF
ACWX
$11.4B
$659K ﹤0.01%
10,806
+2,589
+32% +$149K
FDS icon
764
Factset
FDS
$9.46B
$658K ﹤0.01%
1,470
– –
VTS icon
765
Vitesse Energy
VTS
$636M
$655K ﹤0.01%
29,659
+512
+2% +$11.2K
CACI icon
766
CACI
CACI
$11B
$655K ﹤0.01%
1,373
+265
+24% +$117K
NVT icon
767
nVent Electric
NVT
$24.1B
$653K ﹤0.01%
8,917
+276
+3% +$17K
SMH icon
768
VanEck Semiconductor ETF
SMH
$66.1B
$651K ﹤0.01%
2,333
-508
-18% -$118K
XYZ
769
Block Inc
XYZ
$48.4B
$650K ﹤0.01%
9,562
-1,216
-11% -$70.7K
RDIV icon
770
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.38B
$648K ﹤0.01%
13,534
– –
IVOG icon
771
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.64B
$646K ﹤0.01%
5,718
– –
FSS icon
772
Federal Signal
FSS
$7.22B
$645K ﹤0.01%
6,062
+181
+3% +$16.1K
BBY icon
773
Best Buy
BBY
$18.6B
$641K ﹤0.01%
9,544
+5,847
+158% +$397K
DBEF icon
774
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.18B
$640K ﹤0.01%
14,627
+37
+0.3% +$1.6K
ETR icon
775
Entergy
ETR
$53.1B
$638K ﹤0.01%
7,671
-3,240
-30% -$268K
29 30
31
32 33

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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.