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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
UPST icon
951
Upstart Holdings
UPST
$2.65B
$324K ﹤0.01%
5,007
+4,903
+4,714% +$240K
BWXT icon
952
BWX Technologies
BWXT
$15.5B
$322K ﹤0.01%
2,237
+77
+4% +$9K
PNW icon
953
Pinnacle West Capital
PNW
$12.9B
$321K ﹤0.01%
3,588
-228
-6% -$20.9K
APO icon
954
Apollo Global Management
APO
$71.6B
$320K ﹤0.01%
2,258
-1,409
-38% -$187K
AUR icon
955
Aurora
AUR
$11.6B
$319K ﹤0.01%
60,901
+22,125
+57% +$139K
CCL icon
956
Carnival Corporation Ltd
CCL
$38.7B
$318K ﹤0.01%
11,305
-900
-7% -$19.3K
MFC icon
957
Manulife Financial
MFC
$74.1B
$316K ﹤0.01%
9,900
-10,223
-51% -$315K
HRL icon
958
Hormel Foods
HRL
$14.2B
$316K ﹤0.01%
10,443
-257
-2% -$7.75K
SYF icon
959
Synchrony
SYF
$25B
$316K ﹤0.01%
4,728
+1,422
+43% +$79.5K
EXPO icon
960
Exponent
EXPO
$3.19B
$314K ﹤0.01%
4,200
+35
+0.8% +$2.71K
DVA icon
961
DaVita
DVA
$15.4B
$313K ﹤0.01%
2,196
-157
-7% -$22.2K
TRI icon
962
Thomson Reuters
TRI
$45.5B
$312K ﹤0.01%
1,529
-1,498
-49% -$285K
LKQ icon
963
LKQ Corp
LKQ
$6.81B
$312K ﹤0.01%
8,428
+2,217
+36% +$88.4K
P
964
Everpure Inc
P
$24B
$311K ﹤0.01%
5,402
– –
IYJ icon
965
iShares US Industrials ETF
IYJ
$2B
$311K ﹤0.01%
2,184
+85
+4% +$11.3K
IDA icon
966
Idacorp
IDA
$8.22B
$311K ﹤0.01%
2,690
-432
-14% -$50K
TER icon
967
Teradyne
TER
$48.7B
$309K ﹤0.01%
3,436
-593
-15% -$47.4K
SEZL
968
Sezzle
SEZL
$5.2B
$309K ﹤0.01%
+1,722
New +$152K
GBDC icon
969
Golub Capital BDC
GBDC
$3.37B
$308K ﹤0.01%
20,997
-18,714
-47% -$272K
BND icon
970
Vanguard Total Bond Market
BND
$158B
$308K ﹤0.01%
4,177
-866
-17% -$63K
TOST icon
971
Toast
TOST
$18.9B
$306K ﹤0.01%
6,907
+12
+0.2% +$472
XYLD icon
972
Global X S&P 500 Covered Call ETF
XYLD
$3.21B
$306K ﹤0.01%
7,855
+6,405
+442% +$246K
EXPD icon
973
Expeditors International
EXPD
$22.4B
$303K ﹤0.01%
2,650
+25
+1% +$2.8K
DGRW icon
974
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$301K ﹤0.01%
3,600
+617
+21% +$49K
SU icon
975
Suncor Energy
SU
$74.9B
$298K ﹤0.01%
7,974
-11,744
-60% -$425K
37 38
39
40 41

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VRS
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FAF
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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.