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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
CDW icon
826
CDW
CDW
$17.6B
$519K ﹤0.01%
2,907
-501
-15% -$85.1K
FWONK icon
827
Liberty Media Series C
FWONK
$24.6B
$518K ﹤0.01%
4,958
-111
-2% -$10.3K
CRMD icon
828
CorMedix
CRMD
$596M
$517K ﹤0.01%
42,000
– –
PGEN icon
829
Precigen
PGEN
$1.93B
$516K ﹤0.01%
363,404
+31,928
+10% +$45.4K
CMS icon
830
CMS Energy
CMS
$22.9B
$513K ﹤0.01%
7,405
+158
+2% +$11.3K
HUM icon
831
Humana
HUM
$45.8B
$513K ﹤0.01%
2,097
+879
+72% +$219K
BIL icon
832
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$511K ﹤0.01%
5,567
+1,437
+35% +$132K
CMF icon
833
iShares California Muni Bond ETF
CMF
$4.56B
$510K ﹤0.01%
9,150
-7,856
-46% -$436K
SRE icon
834
Sempra
SRE
$59.7B
$506K ﹤0.01%
6,683
+149
+2% +$11.1K
PTON icon
835
Peloton Interactive
PTON
$2.71B
$502K ﹤0.01%
72,375
+1,675
+2% +$10.9K
UVV icon
836
Universal Corp
UVV
$1.34B
$499K ﹤0.01%
8,576
+276
+3% +$15.9K
MKL icon
837
Markel Group
MKL
$25.2B
$499K ﹤0.01%
250
-25
-9% -$46.9K
FMC icon
838
FMC
FMC
$1.39B
$497K ﹤0.01%
11,900
-1,439
-11% -$57.2K
AI icon
839
C3.ai
AI
$1.37B
$495K ﹤0.01%
20,161
+19,033
+1,687% +$435K
EFV icon
840
iShares MSCI EAFE Value ETF
EFV
$28.3B
$495K ﹤0.01%
7,790
+705
+10% +$43.1K
DFIV icon
841
Dimensional International Value ETF
DFIV
$20.9B
$493K ﹤0.01%
11,514
+6,340
+123% +$258K
GGG icon
842
Graco
GGG
$13B
$492K ﹤0.01%
5,728
-314
-5% -$26K
WEX icon
843
WEX
WEX
$6.07B
$491K ﹤0.01%
3,345
-271
-7% -$36.4K
MGRC icon
844
McGrath RentCorp
MGRC
$2.95B
$491K ﹤0.01%
4,234
-1
-0% -$111
LUV icon
845
Southwest Airlines
LUV
$22.2B
$490K ﹤0.01%
15,100
-364
-2% -$11K
SEB icon
846
Seaboard Corp
SEB
$4.42B
$489K ﹤0.01%
171
– –
IMCG icon
847
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.95B
$489K ﹤0.01%
6,091
+341
+6% +$25.4K
SPXL icon
848
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.53B
$488K ﹤0.01%
2,813
– –
VONG icon
849
Vanguard Russell 1000 Growth ETF
VONG
$42.3B
$486K ﹤0.01%
4,451
– –
RWR icon
850
State Street SPDR Dow Jones REIT ETF
RWR
$1.91B
$480K ﹤0.01%
4,982
-939
-16% -$90.1K
32 33
34
35 36

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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.