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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
IQV icon
76
IQVIA
IQV
$34.7B
$210M 0.38%
1,333,665
+1,354
+0.1% +$204K
PANW icon
77
Palo Alto Networks
PANW
$264B
$203M 0.36%
992,976
+5,848
+0.6% +$1.09M
IDXX icon
78
Idexx Laboratories
IDXX
$42.9B
$201M 0.36%
374,745
+271,193
+262% +$130M
CTAS icon
79
Cintas
CTAS
$82.4B
$199M 0.36%
892,824
-7,284
-0.8% -$1.57M
MDLZ icon
80
Mondelez International
MDLZ
$77.7B
$197M 0.35%
2,915,906
+11,005
+0.4% +$734K
BRK.B icon
81
Berkshire Hathaway Class B
BRK.B
$1.07T
$195M 0.35%
400,587
-27,967
-7% -$14.2M
PWR icon
82
Quanta Services
PWR
$93.9B
$194M 0.35%
512,999
+118,640
+30% +$38.1M
JEPI icon
83
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
$192M 0.34%
3,371,709
-56,739
-2% -$3.14M
CMG icon
84
Chipotle Mexican Grill
CMG
$40.8B
$191M 0.34%
3,396,540
-41,476
-1% -$2.11M
OTIS icon
85
Otis Worldwide
OTIS
$27.4B
$186M 0.33%
1,876,606
-11,114
-0.6% -$1.07M
MELI icon
86
Mercado Libre
MELI
$91.3B
$177M 0.32%
67,588
+873
+1% +$2.04M
VTV icon
87
Vanguard Value ETF
VTV
$189B
$176M 0.31%
993,221
-7,085
-0.7% -$1.2M
TRGP icon
88
Targa Resources
TRGP
$60.4B
$169M 0.3%
970,356
+105,011
+12% +$17.6M
SCHW
89
Charles Schwab
SCHW
$177B
$168M 0.3%
1,839,392
-18,329
-1% -$1.53M
TMUS icon
90
T-Mobile US
TMUS
$193B
$165M 0.3%
693,185
-23,236
-3% -$5.67M
ORLY icon
91
O'Reilly Automotive
ORLY
$72.4B
$162M 0.29%
1,801,175
+12,230
+0.7% +$1.12M
ARES icon
92
Ares Management
ARES
$28.5B
$161M 0.29%
931,779
-77,250
-8% -$12.2M
IAU icon
93
iShares Gold Trust
IAU
$63B
$159M 0.28%
2,552,621
-99,153
-4% -$6.14M
SGOV icon
94
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.6B
$158M 0.28%
1,571,625
-1,739,594
-53% -$175M
BRO icon
95
Brown & Brown
BRO
$22.9B
$158M 0.28%
1,421,189
+15,760
+1% +$1.77M
OWL icon
96
Blue Owl Capital
OWL
$6.39B
$155M 0.28%
8,053,204
+3,013,499
+60% +$55.7M
BN icon
97
Brookfield
BN
$102B
$154M 0.27%
3,728,259
+20,251
+0.5% +$750K
BSX icon
98
Boston Scientific
BSX
$65.8B
$148M 0.26%
1,378,016
+187,205
+16% +$18.9M
CSGP icon
99
CoStar Group
CSGP
$11.3B
$148M 0.26%
1,836,295
+9,292
+0.5% +$724K
ZTS icon
100
Zoetis
ZTS
$31.6B
$145M 0.26%
926,854
-5,511
-0.6% -$874K
2 3
4
5 6

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CWM
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VRS
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FAF
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BGIM
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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.