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
CZR icon
926
Caesars Entertainment
CZR
$6.11B
$353K ﹤0.01%
12,426
+10,448
+528% +$284K
CSL icon
927
Carlisle Companies
CSL
$14B
$351K ﹤0.01%
941
-45
-5% -$16.7K
PECO icon
928
Phillips Edison & Co
PECO
$5.43B
$349K ﹤0.01%
9,977
– –
XLC icon
929
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$349K ﹤0.01%
3,218
+1,516
+89% +$149K
QQQM icon
930
Invesco NASDAQ 100 ETF
QQQM
$95.3B
$347K ﹤0.01%
1,529
+30
+2% +$6.14K
PFG icon
931
Principal Financial Group
PFG
$24.6B
$342K ﹤0.01%
4,300
+216
+5% +$16.6K
AIZ icon
932
Assurant
AIZ
$13.9B
$341K ﹤0.01%
1,729
-87
-5% -$17.1K
BAX icon
933
Baxter International
BAX
$12.5B
$339K ﹤0.01%
11,205
-1,502
-12% -$45.5K
HOLX
934
DELISTED
Hologic
HOLX
$338K ﹤0.01%
5,194
-545
-9% -$32.7K
IBTG icon
935
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.24B
$337K ﹤0.01%
14,700
– –
DASH icon
936
DoorDash
DASH
$84.4B
$337K ﹤0.01%
1,366
-56
-4% -$11.2K
BBVA icon
937
Banco Bilbao Vizcaya Argentaria
BBVA
$147B
$336K ﹤0.01%
21,872
+532
+2% +$7.66K
QYLD icon
938
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.01B
$335K ﹤0.01%
20,044
+12,768
+175% +$209K
TOLZ icon
939
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$177M
$334K ﹤0.01%
6,209
+3,180
+105% +$170K
VTWO icon
940
Vanguard Russell 2000 ETF
VTWO
$17.5B
$334K ﹤0.01%
3,832
-159
-4% -$12.9K
KRE icon
941
State Street SPDR S&P Regional Banking ETF
KRE
$4.53B
$333K ﹤0.01%
5,600
– –
COWZ icon
942
Pacer US Cash Cows 100 ETF
COWZ
$18.9B
$332K ﹤0.01%
6,032
-5,134
-46% -$272K
AVB icon
943
AvalonBay Communities
AVB
$27.3B
$330K ﹤0.01%
1,623
-973
-37% -$199K
XMHQ icon
944
Invesco S&P MidCap Quality ETF
XMHQ
$5.47B
$330K ﹤0.01%
3,362
-47
-1% -$4.44K
MUSA icon
945
Murphy USA
MUSA
$11.1B
$330K ﹤0.01%
811
-7
-0.9% -$3.18K
POWL icon
946
Powell Industries
POWL
$7.46B
$329K ﹤0.01%
4,695
+3,183
+211% +$192K
PKW icon
947
Invesco BuyBack Achievers ETF
PKW
$1.73B
$328K ﹤0.01%
2,656
– –
HYD icon
948
VanEck High Yield Muni ETF
HYD
$4.45B
$327K ﹤0.01%
6,514
-740
-10% -$36.9K
DBX icon
949
Dropbox
DBX
$7.48B
$326K ﹤0.01%
11,408
+1,635
+17% +$46.3K
WTV icon
950
WisdomTree US Value Fund
WTV
$3.25B
$326K ﹤0.01%
3,774
– –
36 37
38
39 40

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.