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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
DFUS
1026
Dimensional US Equity ETF
DFUS
$20.7B
$254K ﹤0.01%
3,790
-734
-16% -$45.5K
CNO icon
1027
CNO Financial Group
CNO
$5B
$254K ﹤0.01%
6,579
-16,191
-71% -$617K
WEN icon
1028
Wendy's
WEN
$1.46B
$253K ﹤0.01%
22,189
+5,181
+30% +$63.2K
VOX icon
1029
Vanguard Communication Services ETF
VOX
$5.69B
$252K ﹤0.01%
1,476
– –
OLED icon
1030
Universal Display
OLED
$3.85B
$251K ﹤0.01%
1,626
+59
+4% +$8.26K
BLDR icon
1031
Builders FirstSource
BLDR
$7.93B
$250K ﹤0.01%
2,146
-1,483
-41% -$171K
CWB icon
1032
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.52B
$249K ﹤0.01%
3,017
-1,782
-37% -$140K
SON icon
1033
Sonoco
SON
$5.99B
$248K ﹤0.01%
5,702
+6
+0.1% +$268
TTE icon
1034
TotalEnergies
TTE
$187B
$245K ﹤0.01%
3,999
-646
-14% -$38.3K
SHM icon
1035
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$245K ﹤0.01%
5,124
-1,167
-19% -$55.4K
EXEL icon
1036
Exelixis
EXEL
$14.2B
$245K ﹤0.01%
5,557
+3,833
+222% +$153K
TBLL icon
1037
Invesco Short Term Treasury ETF
TBLL
$2.61B
$245K ﹤0.01%
+2,318
New +$245K
PCAR icon
1038
PACCAR
PCAR
$72.7B
$244K ﹤0.01%
2,564
+152
+6% +$14K
NWE icon
1039
NorthWestern Energy
NWE
$4.45B
$243K ﹤0.01%
4,746
-496
-9% -$27.4K
ZETA icon
1040
Zeta Global
ZETA
$5.46B
$243K ﹤0.01%
15,673
+644
+4% +$8.55K
SF
1041
Stifel
SF
$12.8B
$243K ﹤0.01%
3,507
-254
-7% -$15.6K
WOMN icon
1042
Impact Shares Womens Empowerment ETF Trading
WOMN
$56.9M
$241K ﹤0.01%
6,089
– –
AVUV icon
1043
Avantis US Small Cap Value ETF
AVUV
$30.5B
$240K ﹤0.01%
2,636
-690
-21% -$59.5K
AXS icon
1044
AXIS Capital
AXS
$8.79B
$240K ﹤0.01%
2,307
+199
+9% +$19.8K
VLY icon
1045
Valley National Bancorp
VLY
$8.01B
$239K ﹤0.01%
26,733
+5,339
+25% +$46.4K
CALY
1046
Callaway Golf Company
CALY
$3.28B
$238K ﹤0.01%
29,602
-8,766
-23% -$60.3K
ETV
1047
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.7B
$238K ﹤0.01%
17,162
– –
EMHY icon
1048
iShares JPMorgan EM High Yield Bond ETF
EMHY
$620M
$238K ﹤0.01%
6,108
-120
-2% -$4.55K
BOTZ icon
1049
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.17B
$237K ﹤0.01%
7,262
-4,563
-39% -$135K
FVD icon
1050
First Trust Value Line Dividend Fund
FVD
$8.46B
$236K ﹤0.01%
5,277
– –
40 41
42
43 44

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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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PPFA
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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.