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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
IBKR icon
1101
Interactive Brokers
IBKR
$40.5B
$215K ﹤0.01%
3,888
+4
+0.1% +$190
CHYM
1102
Chime Financial
CHYM
$8.52B
$215K ﹤0.01%
+6,235
New +$205K
AMX icon
1103
America Movil
AMX
$77.2B
$215K ﹤0.01%
11,993
– –
EBAY icon
1104
eBay
EBAY
$52.1B
$215K ﹤0.01%
2,884
-275
-9% -$19.5K
DFAX icon
1105
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.7B
$215K ﹤0.01%
7,312
+90
+1% +$2.48K
GTES icon
1106
Gates Industrial Corporation Ltd.
GTES
$6.69B
$213K ﹤0.01%
9,269
+885
+11% +$17.8K
PTC icon
1107
PTC
PTC
$14.7B
$213K ﹤0.01%
1,237
+9
+0.7% +$1.45K
SCHH icon
1108
Schwab US REIT ETF
SCHH
$11.7B
$212K ﹤0.01%
10,010
-1,968
-16% -$41.2K
ALLE icon
1109
Allegion
ALLE
$13.7B
$211K ﹤0.01%
1,467
+90
+7% +$12.3K
PSMT icon
1110
Pricesmart
PSMT
$5.9B
$211K ﹤0.01%
2,010
-221
-10% -$22.3K
CATH icon
1111
Global X S&P 500 Catholic Values ETF
CATH
$1.27B
$210K ﹤0.01%
2,786
– –
IXUS icon
1112
iShares Core MSCI Total International Stock ETF
IXUS
$57.4B
$210K ﹤0.01%
2,718
+1,920
+241% +$140K
PSA icon
1113
Public Storage
PSA
$61.7B
$209K ﹤0.01%
713
-153
-18% -$45.3K
CNH
1114
CNH Industrial
CNH
$14.2B
$209K ﹤0.01%
16,106
-1
-0% -$12
MTZ icon
1115
MasTec
MTZ
$24.7B
$208K ﹤0.01%
1,221
-3
-0.2% -$432
SCHC icon
1116
Schwab International Small-Cap Equity ETF
SCHC
$5.35B
$208K ﹤0.01%
4,880
-69
-1% -$2.67K
ARCB icon
1117
ArcBest
ARCB
$3.33B
$207K ﹤0.01%
2,687
+882
+49% +$57.4K
ARM icon
1118
Arm
ARM
$261B
$207K ﹤0.01%
1,279
+1,000
+358% +$124K
USIG icon
1119
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
$206K ﹤0.01%
4,009
+156
+4% +$7.88K
DES icon
1120
WisdomTree US SmallCap Dividend Fund
DES
$2.21B
$206K ﹤0.01%
6,485
+788
+14% +$24.3K
PI icon
1121
Impinj
PI
$4.05B
$205K ﹤0.01%
1,850
+850
+85% +$84.5K
IRT icon
1122
Independence Realty Trust
IRT
$3.93B
$205K ﹤0.01%
11,590
+129
+1% +$2.42K
RIVN icon
1123
Rivian
RIVN
$24.2B
$205K ﹤0.01%
14,903
+513
+4% +$6.96K
TD icon
1124
Toronto Dominion Bank
TD
$199B
$204K ﹤0.01%
2,778
-7,064
-72% -$461K
OLO
1125
DELISTED
Olo Inc
OLO
$204K ﹤0.01%
+22,875
New +$177K
43 44
45
46 47

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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.