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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
RHI icon
776
Robert Half
RHI
$4.07B
$637K ﹤0.01%
15,517
-1,670
-10% -$76.1K
CRS icon
777
Carpenter Technology
CRS
$28.8B
$630K ﹤0.01%
2,281
+2,055
+909% +$448K
STIP icon
778
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$629K ﹤0.01%
6,110
-1,014
-14% -$104K
IGV icon
779
iShares Expanded Tech-Software Sector ETF
IGV
$12.2B
$625K ﹤0.01%
5,705
-352
-6% -$34.8K
AMTX icon
780
Aemetis
AMTX
$109M
$620K ﹤0.01%
250,190
– –
PEY icon
781
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.14B
$619K ﹤0.01%
30,317
+3,537
+13% +$71.2K
VCR icon
782
Vanguard Consumer Discretionary ETF
VCR
$5.92B
$614K ﹤0.01%
1,694
– –
CPSH icon
783
CPS Technologies
CPSH
$76.7M
$612K ﹤0.01%
221,024
– –
DSGR icon
784
Distribution Solutions Group
DSGR
$1.6B
$608K ﹤0.01%
22,136
– –
IRTC icon
785
iRhythm Holdings
IRTC
$3.69B
$607K ﹤0.01%
3,945
+1
+0% +$129
SECT icon
786
Main Sector Rotation ETF
SECT
$2.75B
$605K ﹤0.01%
10,427
-305
-3% -$16.1K
GPC icon
787
Genuine Parts
GPC
$17.6B
$605K ﹤0.01%
4,984
-1,032
-17% -$124K
BE icon
788
Bloom Energy
BE
$53.5B
$604K ﹤0.01%
25,253
+18,224
+259% +$353K
WTS icon
789
Watts Water Technologies
WTS
$11.5B
$604K ﹤0.01%
2,456
+144
+6% +$32.4K
F icon
790
Ford
F
$58.5B
$602K ﹤0.01%
55,523
-16,261
-23% -$166K
IYH icon
791
iShares US Healthcare ETF
IYH
$3.38B
$602K ﹤0.01%
10,658
+1,759
+20% +$99.2K
ENFR icon
792
Alerian Energy Infrastructure ETF
ENFR
$491M
$597K ﹤0.01%
18,524
– –
CHX
793
DELISTED
ChampionX
CHX
$594K ﹤0.01%
23,927
-28
-0.1% -$705
RBA icon
794
RB Global
RBA
$21.7B
$591K ﹤0.01%
5,571
-54
-1% -$5.54K
VFH icon
795
Vanguard Financials ETF
VFH
$13.5B
$589K ﹤0.01%
4,627
-76
-2% -$9.06K
BXSL icon
796
Blackstone Secured Lending
BXSL
$5.35B
$585K ﹤0.01%
19,027
+311
+2% +$9.49K
CCO icon
797
Clear Channel Outdoor Holdings
CCO
$1.23B
$585K ﹤0.01%
500,000
– –
SPEM icon
798
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.1B
$582K ﹤0.01%
13,619
– –
ECON icon
799
Columbia Emerging Markets Consumer ETF
ECON
$328M
$582K ﹤0.01%
24,258
+10,214
+73% +$228K
SPDW icon
800
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.8B
$580K ﹤0.01%
14,333
-750
-5% -$28.8K
30 31
32
33 34

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CWM
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VRS
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FAF
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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.