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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
CUZ icon
1151
Cousins Properties
CUZ
$5.22B
$189K ﹤0.01%
6,297
+1,646
+35% +$46.5K
CLMT icon
1152
Calumet Specialty Products
CLMT
$3.61B
$189K ﹤0.01%
12,000
– –
IGLB icon
1153
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.65B
$188K ﹤0.01%
3,747
-222
-6% -$10.9K
SNCY
1154
DELISTED
Sun Country Airlines
SNCY
$188K ﹤0.01%
15,979
+3,604
+29% +$39.6K
RIO icon
1155
Rio Tinto
RIO
$149B
$186K ﹤0.01%
3,196
-10,394
-76% -$614K
TFLO icon
1156
iShares Treasury Floating Rate Bond ETF
TFLO
$6.54B
$186K ﹤0.01%
3,676
+341
+10% +$17.2K
IAF
1157
abrdn Australia Equity Fund
IAF
$122M
$185K ﹤0.01%
+13,821
New +$175K
JNK icon
1158
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.06B
$185K ﹤0.01%
1,900
-113
-6% -$10.7K
RDN icon
1159
Radian Group
RDN
$5.22B
$184K ﹤0.01%
5,119
+91
+2% +$3.04K
OHI icon
1160
Omega Healthcare
OHI
$15.4B
$183K ﹤0.01%
5,004
-1,593
-24% -$59.1K
OCFC icon
1161
OceanFirst Financial
OCFC
$1.74B
$183K ﹤0.01%
10,386
+179
+2% +$2.98K
BBWI icon
1162
Bath & Body Works
BBWI
$4.13B
$183K ﹤0.01%
6,096
+1,213
+25% +$35.5K
IFF icon
1163
International Flavors & Fragrances
IFF
$20.2B
$182K ﹤0.01%
2,477
+291
+13% +$22K
SWX icon
1164
Southwest Gas
SWX
$6.7B
$181K ﹤0.01%
2,430
-361
-13% -$26K
XHB icon
1165
State Street SPDR S&P Homebuilders ETF
XHB
$1.69B
$180K ﹤0.01%
1,829
-1,807
-50% -$172K
DLS icon
1166
WisdomTree International SmallCap Dividend Fund
DLS
$1.05B
$180K ﹤0.01%
2,398
-134
-5% -$9.39K
DIHP icon
1167
Dimensional International High Profitability ETF
DIHP
$6.25B
$179K ﹤0.01%
6,055
– –
ABG icon
1168
Asbury Automotive
ABG
$4.49B
$178K ﹤0.01%
748
+221
+42% +$50.5K
ALV icon
1169
Autoliv
ALV
$9.09B
$178K ﹤0.01%
1,594
– –
PSIL icon
1170
AdvisorShares Psychedelics ETF
PSIL
$48.1M
$178K ﹤0.01%
12,874
+3,700
+40% +$46K
USPH icon
1171
US Physical Therapy
USPH
$1.2B
$178K ﹤0.01%
2,279
-40
-2% -$2.95K
CXT icon
1172
Crane NXT
CXT
$3.14B
$176K ﹤0.01%
3,266
-860
-21% -$43.8K
PJP icon
1173
Invesco Pharmaceuticals ETF
PJP
$447M
$176K ﹤0.01%
2,200
– –
FXI icon
1174
iShares China Large-Cap ETF
FXI
$4.27B
$175K ﹤0.01%
4,772
+110
+2% +$3.85K
SMLV icon
1175
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$262M
$175K ﹤0.01%
1,400
– –
45 46
47
48 49

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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.