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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
EPAM icon
876
EPAM Systems
EPAM
$5.21B
$429K ﹤0.01%
2,429
-226
-9% -$37.8K
FITB
877
Fifth Third Bancorp
FITB
$52B
$427K ﹤0.01%
10,374
-645
-6% -$24.2K
EWJ icon
878
iShares MSCI Japan ETF
EWJ
$21.4B
$422K ﹤0.01%
5,631
-1,163
-17% -$82.7K
LII icon
879
Lennox International
LII
$19.1B
$421K ﹤0.01%
734
-5
-0.7% -$2.8K
SLF icon
880
Sun Life Financial
SLF
$46.7B
$419K ﹤0.01%
6,313
-6,594
-51% -$404K
ESGU icon
881
iShares ESG Aware MSCI USA ETF
ESGU
$17.8B
$418K ﹤0.01%
3,089
– –
STXF
882
Strive 500 ETF
STXF
$1.11B
$417K ﹤0.01%
10,413
– –
SFBS
883
ServisFirst Bancshares
SFBS
$4.91B
$417K ﹤0.01%
5,377
-3
-0.1% -$222
PCTY icon
884
Paylocity
PCTY
$7.4B
$415K ﹤0.01%
2,290
-504
-18% -$94.6K
AEM icon
885
Agnico Eagle Mines
AEM
$72.4B
$414K ﹤0.01%
3,479
-510
-13% -$59.2K
HII icon
886
Huntington Ingalls Industries
HII
$11.4B
$410K ﹤0.01%
1,697
+32
+2% +$7.15K
IUSV icon
887
iShares Core S&P US Value ETF
IUSV
$27.5B
$410K ﹤0.01%
4,330
-161
-4% -$14.5K
WOOD icon
888
iShares Global Timber & Forestry ETF
WOOD
$266M
$408K ﹤0.01%
5,560
– –
TILT icon
889
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$2.17B
$403K ﹤0.01%
1,800
– –
INGR icon
890
Ingredion
INGR
$6.46B
$403K ﹤0.01%
2,968
+201
+7% +$27.1K
DFUV icon
891
Dimensional US Marketwide Value ETF
DFUV
$15.5B
$400K ﹤0.01%
9,462
– –
IDU icon
892
iShares US Utilities ETF
IDU
$1.4B
$398K ﹤0.01%
3,804
-400
-10% -$41K
VWOB icon
893
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.18B
$394K ﹤0.01%
6,036
+942
+18% +$60K
SSD icon
894
Simpson Manufacturing
SSD
$8.45B
$394K ﹤0.01%
2,535
-31
-1% -$4.8K
NI icon
895
NiSource
NI
$22.2B
$391K ﹤0.01%
9,695
+4,203
+77% +$165K
IDN icon
896
Intellicheck
IDN
$74.7M
$387K ﹤0.01%
71,808
-5,467
-7% -$20.9K
SCHE icon
897
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$385K ﹤0.01%
12,788
-1,781
-12% -$50.4K
COIN icon
898
Coinbase
COIN
$43.8B
$385K ﹤0.01%
1,099
-1,838
-63% -$430K
DRLL icon
899
Strive US Energy ETF
DRLL
$287M
$384K ﹤0.01%
14,133
– –
BROS icon
900
Dutch Bros
BROS
$8.94B
$384K ﹤0.01%
5,610
-31
-0.5% -$2.02K
34 35
36
37 38

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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.