We are live on ! Find out more
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
IMCB icon
801
iShares Morningstar Mid-Cap ETF
IMCB
$1.66B
$579K ﹤0.01%
7,264
-2,241
-24% -$168K
NEM icon
802
Newmont
NEM
$98.5B
$577K ﹤0.01%
9,909
+753
+8% +$40.2K
COHR icon
803
Coherent
COHR
$53.1B
$575K ﹤0.01%
6,442
+2,234
+53% +$161K
FDN icon
804
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.92B
$574K ﹤0.01%
2,132
-210
-9% -$50.5K
ISPY icon
805
ProShares S&P 500 High Income ETF
ISPY
$1.23B
$574K ﹤0.01%
13,522
– –
DVN icon
806
Devon Energy
DVN
$49.8B
$568K ﹤0.01%
17,870
+1,657
+10% +$52.8K
ABM icon
807
ABM Industries
ABM
$2.84B
$566K ﹤0.01%
11,995
– –
IGPT icon
808
Invesco AI and Next Gen Software ETF
IGPT
$1.16B
$566K ﹤0.01%
11,516
– –
EIX icon
809
Edison International
EIX
$30.3B
$560K ﹤0.01%
10,844
-2,128
-16% -$117K
SNV
810
DELISTED
Synovus
SNV
$558K ﹤0.01%
10,788
-248
-2% -$11.4K
BNDX icon
811
Vanguard Total International Bond ETF
BNDX
$82.2B
$554K ﹤0.01%
11,190
-4,035
-27% -$199K
ALB icon
812
Albemarle
ALB
$13.7B
$548K ﹤0.01%
8,748
-6,383
-42% -$377K
EES icon
813
WisdomTree US SmallCap Earnings Fund
EES
$721M
$547K ﹤0.01%
10,740
– –
DFAC icon
814
Dimensional US Core Equity 2 ETF
DFAC
$47.6B
$547K ﹤0.01%
15,266
+12,723
+500% +$424K
FTEC icon
815
Fidelity MSCI Information Technology Index ETF
FTEC
$19.7B
$546K ﹤0.01%
2,771
+328
+13% +$56.8K
EMB icon
816
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$545K ﹤0.01%
5,879
-372
-6% -$33.5K
APP icon
817
Applovin
APP
$139B
$543K ﹤0.01%
1,550
-1,287
-45% -$417K
JBL icon
818
Jabil
JBL
$32.6B
$539K ﹤0.01%
2,470
+3
+0.1% +$486
CAPL icon
819
CrossAmerica Partners
CAPL
$838M
$533K ﹤0.01%
25,500
– –
DJD icon
820
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$481M
$532K ﹤0.01%
10,000
– –
STX icon
821
Seagate
STX
$185B
$524K ﹤0.01%
3,632
+315
+9% +$32.6K
BEN icon
822
Franklin Resources
BEN
$17.3B
$524K ﹤0.01%
21,977
+1,529
+7% +$31.5K
ITRI icon
823
Itron
ITRI
$3.76B
$522K ﹤0.01%
3,964
-446
-10% -$50.5K
CCEP icon
824
Coca-Cola Europacific Partners
CCEP
$48.1B
$522K ﹤0.01%
5,627
+5,015
+819% +$449K
XPO icon
825
XPO
XPO
$24.4B
$520K ﹤0.01%
4,118
-125
-3% -$14K
31 32
33
34 35

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.