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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
CNX icon
1076
CNX Resources
CNX
$4.84B
$226K ﹤0.01%
6,704
-1,211
-15% -$38.2K
KEY icon
1077
KeyCorp
KEY
$24.3B
$225K ﹤0.01%
12,916
-1,670
-11% -$25.9K
ASO icon
1078
Academy Sports + Outdoors
ASO
$3.13B
$225K ﹤0.01%
5,013
-1,163
-19% -$48.2K
MTN icon
1079
Vail Resorts
MTN
$5.6B
$224K ﹤0.01%
1,427
+88
+7% +$13.1K
CCJ icon
1080
Cameco
CCJ
$37.9B
$224K ﹤0.01%
3,019
+2,270
+303% +$121K
RAL
1081
Ralliant Corp
RAL
$7.58B
$224K ﹤0.01%
+4,617
New +$227K
EWA icon
1082
iShares MSCI Australia ETF
EWA
$1.39B
$224K ﹤0.01%
8,500
– –
RSPG icon
1083
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$543M
$223K ﹤0.01%
3,000
– –
FNDE icon
1084
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.51B
$223K ﹤0.01%
6,751
-4,304
-39% -$134K
HGER icon
1085
Harbor Commodity All-Weather Strategy ETF
HGER
$3.73B
$222K ﹤0.01%
9,152
+3,510
+62% +$84.1K
SHAK icon
1086
Shake Shack
SHAK
$2.55B
$222K ﹤0.01%
1,580
-127
-7% -$13.8K
RKLB icon
1087
Rocket Lab Corp
RKLB
$39.9B
$222K ﹤0.01%
6,201
+1,175
+23% +$28.8K
XMLV icon
1088
Invesco S&P MidCap Low Volatility ETF
XMLV
$766M
$221K ﹤0.01%
3,590
– –
CTSO icon
1089
Cytosorbents Corp
CTSO
$23.3M
$221K ﹤0.01%
172,649
– –
VPL icon
1090
Vanguard FTSE Pacific ETF
VPL
$7.89B
$221K ﹤0.01%
2,684
+243
+10% +$18.5K
JAZZ icon
1091
Jazz Pharmaceuticals
JAZZ
$16.1B
$219K ﹤0.01%
2,063
+1,871
+974% +$203K
INDB icon
1092
Independent Bank
INDB
$4.1B
$219K ﹤0.01%
3,475
– –
NTES icon
1093
NetEase
NTES
$81.5B
$218K ﹤0.01%
1,618
+51
+3% +$5.86K
GNR icon
1094
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.72B
$217K ﹤0.01%
4,007
-1,067
-21% -$55.9K
IDV icon
1095
iShares International Select Dividend ETF
IDV
$8.28B
$217K ﹤0.01%
6,296
– –
PXH icon
1096
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.9B
$217K ﹤0.01%
9,278
-164,160
-95% -$3.62M
FERG icon
1097
Ferguson
FERG
$45B
$217K ﹤0.01%
996
+48
+5% +$8.84K
BY icon
1098
Byline Bancorp
BY
$1.78B
$216K ﹤0.01%
8,088
– –
SDOG icon
1099
ALPS Sector Dividend Dogs ETF
SDOG
$1.44B
$216K ﹤0.01%
3,760
– –
ZBRA icon
1100
Zebra Technologies
ZBRA
$13.5B
$216K ﹤0.01%
700
-110
-14% -$29.9K
42 43
44
45 46

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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.