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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
PRI icon
901
Primerica
PRI
$10B
$382K ﹤0.01%
1,396
+324
+30% +$85.9K
CTRA
902
DELISTED
Coterra Energy
CTRA
$381K ﹤0.01%
15,001
-3,421
-19% -$86.7K
UNM icon
903
Unum
UNM
$14B
$380K ﹤0.01%
4,705
+1,125
+31% +$88.9K
WELL icon
904
Welltower
WELL
$172B
$378K ﹤0.01%
2,460
+243
+11% +$36.3K
CBSH icon
905
Commerce Bancshares
CBSH
$8.57B
$377K ﹤0.01%
6,371
+4
+0.1% +$235
AMCR icon
906
Amcor
AMCR
$21.6B
$376K ﹤0.01%
8,182
+7,237
+766% +$334K
DBJP icon
907
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$683M
$375K ﹤0.01%
4,905
– –
CAVA icon
908
CAVA Group
CAVA
$7.41B
$374K ﹤0.01%
4,445
-417
-9% -$35.6K
ONB icon
909
Old National Bancorp
ONB
$10.2B
$374K ﹤0.01%
17,531
+284
+2% +$5.88K
TOL icon
910
Toll Brothers
TOL
$14.5B
$373K ﹤0.01%
3,271
+1,848
+130% +$192K
FBIN icon
911
Fortune Brands Innovations
FBIN
$6.19B
$373K ﹤0.01%
7,238
-127
-2% -$6.65K
ENVX icon
912
Enovix
ENVX
$868M
$370K ﹤0.01%
40,875
+308
+0.8% +$2.01K
VGSH icon
913
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$370K ﹤0.01%
6,287
-2,803
-31% -$164K
NVR icon
914
NVR
NVR
$17.3B
$369K ﹤0.01%
50
-2
-4% -$14.3K
BMI icon
915
Badger Meter
BMI
$3.89B
$367K ﹤0.01%
1,497
+886
+145% +$201K
MTUM icon
916
iShares MSCI USA Momentum Factor ETF
MTUM
$24.5B
$366K ﹤0.01%
1,521
+119
+8% +$26K
PSQH icon
917
PSQ Holdings
PSQH
$11.2M
$365K ﹤0.01%
11,883
– –
UMBF icon
918
UMB Financial
UMBF
$10.9B
$364K ﹤0.01%
3,465
+82
+2% +$8.18K
ATO icon
919
Atmos Energy
ATO
$30.3B
$364K ﹤0.01%
2,362
+658
+39% +$102K
UHS icon
920
Universal Health Services
UHS
$9.7B
$364K ﹤0.01%
2,009
-397
-17% -$71.6K
CLS icon
921
Celestica
CLS
$39.3B
$362K ﹤0.01%
2,321
+444
+24% +$47.2K
AVAV icon
922
AeroVironment
AVAV
$7.87B
$361K ﹤0.01%
1,268
+60
+5% +$10.2K
IBDQ
923
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$360K ﹤0.01%
14,316
+3
+0% +$75
MTB icon
924
M&T Bank
MTB
$36.5B
$357K ﹤0.01%
1,839
-19
-1% -$3.35K
TWLO icon
925
Twilio
TWLO
$29.4B
$353K ﹤0.01%
2,839
-538
-16% -$57.2K
35 36
37
38 39

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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.