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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
SNX icon
1051
TD Synnex
SNX
$19.8B
$236K ﹤0.01%
1,737
-3
-0.2% -$352
CHDN icon
1052
Churchill Downs
CHDN
$6.22B
$235K ﹤0.01%
2,328
-1,158
-33% -$113K
IBDR icon
1053
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.44B
$235K ﹤0.01%
9,691
+3
+0% +$72
TRC icon
1054
Tejon Ranch
TRC
$467M
$235K ﹤0.01%
13,852
-271
-2% -$4.47K
DECK icon
1055
Deckers Outdoor
DECK
$14.2B
$235K ﹤0.01%
2,276
-3,335
-59% -$369K
SSO icon
1056
ProShares Ultra S&P500
SSO
$7.75B
$235K ﹤0.01%
4,800
– –
HHH icon
1057
Howard Hughes
HHH
$4B
$234K ﹤0.01%
3,466
-4,095
-54% -$280K
AVT icon
1058
Avnet
AVT
$7.07B
$234K ﹤0.01%
4,400
-589
-12% -$29.3K
KAI icon
1059
Kadant
KAI
$3.72B
$232K ﹤0.01%
730
+712
+3,956% +$223K
MRNA icon
1060
Moderna
MRNA
$22.1B
$232K ﹤0.01%
8,395
+1,669
+25% +$44K
GMF icon
1061
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$417M
$231K ﹤0.01%
1,830
-366
-17% -$43.3K
VOOG icon
1062
Vanguard S&P 500 Growth ETF
VOOG
$25.2B
$231K ﹤0.01%
3,492
+6
+0.2% +$357
PTLC icon
1063
Pacer Trendpilot US Large Cap ETF
PTLC
$3.24B
$231K ﹤0.01%
4,543
– –
SNY icon
1064
Sanofi
SNY
$109B
$231K ﹤0.01%
4,773
-1,064
-18% -$54.4K
HRI icon
1065
Herc Holdings
HRI
$4.95B
$230K ﹤0.01%
1,746
+831
+91% +$101K
RGA icon
1066
Reinsurance Group of America
RGA
$15.9B
$230K ﹤0.01%
1,159
-2,085
-64% -$407K
WH icon
1067
Wyndham Hotels & Resorts
WH
$5.62B
$230K ﹤0.01%
2,830
-17
-0.6% -$1.42K
FLO icon
1068
Flowers Foods
FLO
$1.6B
$230K ﹤0.01%
14,365
-2,847
-17% -$49.1K
HAS icon
1069
Hasbro
HAS
$13.6B
$229K ﹤0.01%
3,109
-242
-7% -$15.3K
XT icon
1070
iShares Future Exponential Technologies ETF
XT
$3.77B
$229K ﹤0.01%
3,514
– –
VRP icon
1071
Invesco Variable Rate Preferred ETF
VRP
$2.99B
$229K ﹤0.01%
9,370
– –
SPXT icon
1072
ProShares S&P 500 ex-Technology ETF
SPXT
$278M
$228K ﹤0.01%
+2,384
New +$217K
VTIP icon
1073
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$227K ﹤0.01%
4,515
+93
+2% +$4.64K
BKH icon
1074
Black Hills Corp
BKH
$5.69B
$227K ﹤0.01%
4,044
-23
-0.6% -$1.35K
PB icon
1075
Prosperity Bancshares
PB
$8.82B
$227K ﹤0.01%
3,227
-29
-0.9% -$2K
41 42
43
44 45

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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.