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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
EIPI
1001
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.07B
$279K ﹤0.01%
14,141
– –
FNB icon
1002
FNB Corp
FNB
$6.77B
$278K ﹤0.01%
19,054
+2,206
+13% +$29.8K
GHM icon
1003
Graham Corp
GHM
$1.17B
$277K ﹤0.01%
5,600
-400
-7% -$14.8K
TM icon
1004
Toyota
TM
$220B
$276K ﹤0.01%
1,602
-125,160
-99% -$22.6M
ELF icon
1005
e.l.f. Beauty
ELF
$4.92B
$275K ﹤0.01%
2,209
-421
-16% -$35.9K
INDY icon
1006
iShares S&P India Nifty 50 Index Fund
INDY
$560M
$274K ﹤0.01%
5,033
– –
OBDC icon
1007
Blue Owl Capital
OBDC
$5.47B
$274K ﹤0.01%
19,074
+187
+1% +$2.66K
LNC icon
1008
Lincoln National
LNC
$8.14B
$273K ﹤0.01%
7,894
+353
+5% +$11.5K
RDVY icon
1009
First Trust Rising Dividend Achievers ETF
RDVY
$24.7B
$272K ﹤0.01%
4,341
-159
-4% -$9.35K
PDI icon
1010
PIMCO Dynamic Income Fund
PDI
$7.38B
$271K ﹤0.01%
14,260
-1,655
-10% -$30.8K
AIQ icon
1011
Global X Artificial Intelligence & Technology ETF
AIQ
$9.13B
$270K ﹤0.01%
6,186
-144
-2% -$5.59K
MTCH icon
1012
Match Group
MTCH
$9.2B
$269K ﹤0.01%
8,694
-1,370
-14% -$41K
PWB icon
1013
Invesco Large Cap Growth ETF
PWB
$2.24B
$267K ﹤0.01%
2,277
– –
SSNC icon
1014
SS&C Technologies
SSNC
$18.7B
$266K ﹤0.01%
3,213
-635
-17% -$49.9K
NUV icon
1015
Nuveen Municipal Value Fund
NUV
$1.91B
$263K ﹤0.01%
30,264
– –
GPN icon
1016
Global Payments
GPN
$23.7B
$262K ﹤0.01%
3,276
-1,010
-24% -$79.9K
MOD icon
1017
Modine Manufacturing
MOD
$11.2B
$260K ﹤0.01%
2,644
-7,659
-74% -$683K
PRFZ icon
1018
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.78B
$260K ﹤0.01%
6,390
-2,074
-25% -$79.1K
NESR
1019
National Energy Services Reunited Corp
NESR
$2.58B
$258K ﹤0.01%
42,924
– –
CWK icon
1020
Cushman & Wakefield Ltd
CWK
$3.19B
$258K ﹤0.01%
23,339
+5,863
+34% +$57.5K
NTR icon
1021
Nutrien
NTR
$33.4B
$256K ﹤0.01%
4,404
-4,315
-49% -$244K
EVTR icon
1022
Eaton Vance Total Return Bond ETF
EVTR
$5.66B
$256K ﹤0.01%
+5,025
New +$253K
DON icon
1023
WisdomTree US MidCap Dividend Fund
DON
$4.08B
$255K ﹤0.01%
5,091
+1,148
+29% +$55.4K
SCHM icon
1024
Schwab US Mid-Cap ETF
SCHM
$14.5B
$255K ﹤0.01%
9,086
-7,158
-44% -$189K
KCE icon
1025
State Street SPDR S&P Capital Markets ETF
KCE
$460M
$254K ﹤0.01%
1,754
+6
+0.3% +$781
39 40
41
42 43

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CWM
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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.