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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
LBRDA icon
1126
Liberty Broadband Class A
LBRDA
$4.72B
$203K ﹤0.01%
2,074
-382
-16% -$33.9K
WHR icon
1127
Whirlpool
WHR
$2.49B
$202K ﹤0.01%
1,996
-523
-21% -$43.5K
KRG icon
1128
Kite Realty
KRG
$5.91B
$202K ﹤0.01%
8,918
+153
+2% +$3.37K
STLD icon
1129
Steel Dynamics
STLD
$37.5B
$202K ﹤0.01%
1,577
+105
+7% +$13.4K
BDC icon
1130
Belden
BDC
$4.09B
$200K ﹤0.01%
1,730
+1
+0.1% +$105
DSGX icon
1131
Descartes Systems
DSGX
$6.48B
$200K ﹤0.01%
1,971
-750
-28% -$79.1K
DLY
1132
DoubleLine Yield Opportunities Fund
DLY
$673M
$200K ﹤0.01%
12,815
+3,356
+35% +$51.5K
VTRS icon
1133
Viatris
VTRS
$20.8B
$199K ﹤0.01%
22,246
-326
-1% -$2.76K
ENSG icon
1134
The Ensign Group
ENSG
$10.7B
$199K ﹤0.01%
1,287
-8
-0.6% -$1.12K
DSTL icon
1135
Distillate US Fundamental Stability & Value ETF
DSTL
$2.01B
$198K ﹤0.01%
3,583
-4,699
-57% -$250K
CIVI
1136
DELISTED
Civitas Resources
CIVI
$197K ﹤0.01%
7,157
+4,330
+153% +$125K
IWC icon
1137
iShares Micro-Cap ETF
IWC
$1.45B
$196K ﹤0.01%
1,536
– –
HTZWW
1138
Hertz Global Holdings Warrants
HTZWW
$71.1M
$195K ﹤0.01%
+53,226
New +$180K
BGRN icon
1139
iShares USD Green Bond ETF
BGRN
$498M
$194K ﹤0.01%
4,070
– –
DISV icon
1140
Dimensional International Small Cap Value ETF
DISV
$4.88B
$193K ﹤0.01%
+5,873
New +$181K
VNO icon
1141
Vornado Realty Trust
VNO
$7.54B
$193K ﹤0.01%
5,054
+4
+0.1% +$150
GAM
1142
General American Investors Company
GAM
$1.54B
$193K ﹤0.01%
3,439
– –
PFFD icon
1143
Global X US Preferred ETF
PFFD
$2.15B
$192K ﹤0.01%
10,222
+3,712
+57% +$69.2K
PPA icon
1144
Invesco Aerospace & Defense ETF
PPA
$8.39B
$192K ﹤0.01%
1,357
+803
+145% +$102K
IIM icon
1145
Invesco Value Municipal Income Trust
IIM
$590M
$192K ﹤0.01%
+16,508
New +$193K
NPO icon
1146
Enpro
NPO
$6.63B
$192K ﹤0.01%
1,002
+13
+1% +$2.22K
SWK icon
1147
Stanley Black & Decker
SWK
$14.6B
$192K ﹤0.01%
2,828
+217
+8% +$14K
HRB icon
1148
H&R Block
HRB
$5.7B
$191K ﹤0.01%
3,487
+84
+2% +$4.85K
FNV icon
1149
Franco-Nevada
FNV
$40.6B
$190K ﹤0.01%
1,159
– –
WPC icon
1150
W.P. Carey
WPC
$16.8B
$189K ﹤0.01%
3,034
+38
+1% +$2.34K
44 45
46
47 48

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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.