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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
VEGI icon
851
iShares MSCI Agriculture Producers ETF
VEGI
$153M
$480K ﹤0.01%
11,930
– –
CCI icon
852
Crown Castle
CCI
$32.4B
$479K ﹤0.01%
4,666
+88
+2% +$8.91K
FGD icon
853
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.53B
$479K ﹤0.01%
+17,394
New +$445K
NEAR icon
854
iShares Short Maturity Bond ETF
NEAR
$4.82B
$477K ﹤0.01%
9,341
-30
-0.3% -$1.52K
WAL icon
855
Western Alliance Bancorporation
WAL
$9.04B
$469K ﹤0.01%
6,010
+133
+2% +$9.56K
HEI icon
856
HEICO Corp
HEI
$49.9B
$463K ﹤0.01%
1,413
-55
-4% -$15.2K
COKE icon
857
Coca-Cola Consolidated
COKE
$12.4B
$461K ﹤0.01%
4,130
-210
-5% -$25.4K
NDSN icon
858
Nordson
NDSN
$16.6B
$451K ﹤0.01%
2,102
+283
+16% +$56.3K
NTAP icon
859
NetApp
NTAP
$33.3B
$450K ﹤0.01%
4,220
-278
-6% -$26.4K
FIVE icon
860
Five Below
FIVE
$11.5B
$447K ﹤0.01%
3,411
-265
-7% -$25.8K
TTWO icon
861
Take-Two Interactive
TTWO
$45.3B
$447K ﹤0.01%
1,842
+306
+20% +$68.9K
BAH icon
862
Booz Allen Hamilton
BAH
$8.59B
$447K ﹤0.01%
4,290
-164
-4% -$18.4K
SJM icon
863
J.M. Smucker
SJM
$12.9B
$447K ﹤0.01%
4,549
-308
-6% -$33.9K
TBLU
864
Tortoise Global Water ETF
TBLU
$56.8M
$444K ﹤0.01%
8,400
– –
CNC icon
865
Centene
CNC
$31.6B
$442K ﹤0.01%
8,148
-1,040
-11% -$61K
GOVT icon
866
iShares US Treasury Bond ETF
GOVT
$43.8B
$441K ﹤0.01%
19,206
+12,541
+188% +$286K
SCHV
867
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$438K ﹤0.01%
15,837
+402
+3% +$10.6K
GATX icon
868
GATX Corp
GATX
$6.52B
$437K ﹤0.01%
2,845
-1
-0% -$150
IVZ icon
869
Invesco
IVZ
$13.3B
$435K ﹤0.01%
27,599
-1,470,843
-98% -$21.1M
DLR icon
870
Digital Realty Trust
DLR
$72.4B
$434K ﹤0.01%
2,492
+110
+5% +$18K
KPLT icon
871
Katapult Holdings
KPLT
$32.4M
$434K ﹤0.01%
54,222
+5,686
+12% +$46.6K
CGW icon
872
Invesco S&P Global Water Index ETF
CGW
$1.05B
$434K ﹤0.01%
6,939
+55
+0.8% +$3.24K
BTC
873
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
$431K ﹤0.01%
9,034
-826
-8% -$36.1K
FCNCA icon
874
First Citizens BancShares
FCNCA
$24.3B
$430K ﹤0.01%
220
+11
+5% +$20K
IBTF
875
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$430K ﹤0.01%
18,400
– –
33 34
35
36 37

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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.