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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
ARKK icon
976
ARK Innovation ETF
ARKK
$5.72B
$297K ﹤0.01%
4,232
+1,742
+70% +$96K
DT icon
977
Dynatrace
DT
$12.8B
$297K ﹤0.01%
5,384
-1,637
-23% -$82K
PSLV icon
978
Sprott Physical Silver Trust
PSLV
$11.7B
$297K ﹤0.01%
24,260
-1,900
-7% -$21.5K
LRGE icon
979
ClearBridge Large Cap Growth Select ETF
LRGE
$371M
$296K ﹤0.01%
+3,736
New +$272K
FE icon
980
FirstEnergy
FE
$28.8B
$296K ﹤0.01%
7,354
-86
-1% -$3.55K
FSK icon
981
FS KKR Capital
FSK
$3.05B
$296K ﹤0.01%
14,265
+516
+4% +$10.5K
ITB icon
982
iShares US Home Construction ETF
ITB
$2.4B
$296K ﹤0.01%
3,172
+1,000
+46% +$91.4K
VTR icon
983
Ventas
VTR
$48.2B
$295K ﹤0.01%
4,667
-1,563
-25% -$102K
FELV icon
984
Fidelity Enhanced Large Cap Value ETF
FELV
$3.26B
$294K ﹤0.01%
9,259
+29
+0.3% +$878
GLXY
985
Galaxy Digital Inc
GLXY
$3.95B
$294K ﹤0.01%
+13,414
New +$272K
EA icon
986
Electronic Arts
EA
$52.4B
$294K ﹤0.01%
1,839
+96
+6% +$14.2K
RBRK icon
987
Rubrik
RBRK
$14.9B
$293K ﹤0.01%
3,276
-586
-15% -$46.3K
AEG icon
988
Aegon
AEG
$13.5B
$293K ﹤0.01%
40,532
+15,425
+61% +$103K
VIOV icon
989
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.87B
$293K ﹤0.01%
3,424
– –
QBTS icon
990
D-Wave Quantum Inc. Common Stock
QBTS
$6.56B
$293K ﹤0.01%
20,009
+14,808
+285% +$174K
EUAD
991
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.18B
$292K ﹤0.01%
6,764
+850
+14% +$31.8K
IP icon
992
International Paper
IP
$23.2B
$290K ﹤0.01%
6,202
-387
-6% -$18.3K
QQQJ icon
993
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.12B
$289K ﹤0.01%
9,032
– –
PIPR icon
994
Piper Sandler
PIPR
$5.21B
$285K ﹤0.01%
4,108
-28
-0.7% -$1.74K
AER icon
995
AerCap
AER
$24.3B
$284K ﹤0.01%
2,426
+2,000
+469% +$216K
CINF icon
996
Cincinnati Financial
CINF
$28.4B
$283K ﹤0.01%
1,897
+956
+102% +$137K
WDIV icon
997
State Street SPDR S&P Global Dividend ETF
WDIV
$278M
$282K ﹤0.01%
+3,999
New +$270K
SCZ icon
998
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.2B
$282K ﹤0.01%
3,880
+203
+6% +$13.7K
UAL icon
999
United Airlines
UAL
$40B
$282K ﹤0.01%
3,539
-5,623
-61% -$414K
IYF icon
1000
iShares US Financials ETF
IYF
$4.72B
$281K ﹤0.01%
2,326
+97
+4% +$10.9K
38 39
40
41 42

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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.