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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
EIS icon
1176
iShares MSCI Israel ETF
EIS
$885M
$175K ﹤0.01%
1,840
– –
BG icon
1177
Bunge Global
BG
$22.8B
$174K ﹤0.01%
2,169
+695
+47% +$54.7K
EEFT icon
1178
Euronet Worldwide
EEFT
$3.15B
$174K ﹤0.01%
1,716
-181
-10% -$18.7K
FLS icon
1179
Flowserve
FLS
$9.38B
$173K ﹤0.01%
3,304
+32
+1% +$1.5K
WU icon
1180
Western Union
WU
$2.58B
$173K ﹤0.01%
20,540
-658
-3% -$6.25K
PEO
1181
Adams Natural Resources Fund
PEO
$726M
$173K ﹤0.01%
+8,091
New +$167K
DFEM icon
1182
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.67B
$171K ﹤0.01%
5,769
– –
CACC icon
1183
Credit Acceptance
CACC
$5.84B
$171K ﹤0.01%
335
-3
-0.9% -$1.47K
OSIS icon
1184
OSI Systems
OSIS
$3.64B
$170K ﹤0.01%
758
+26
+4% +$5.55K
HES
1185
DELISTED
Hess
HES
$170K ﹤0.01%
1,228
-46
-4% -$6.21K
JEPQ icon
1186
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.6B
$169K ﹤0.01%
3,115
+1,473
+90% +$75.9K
COLB icon
1187
Columbia Banking Systems
COLB
$8.84B
$169K ﹤0.01%
7,248
+243
+3% +$5.63K
NEOG icon
1188
Neogen
NEOG
$2B
$169K ﹤0.01%
35,390
-1,510
-4% -$8.67K
ROKU icon
1189
Roku
ROKU
$21.3B
$169K ﹤0.01%
1,923
-311
-14% -$21.7K
RYAN icon
1190
Ryan Specialty Holdings
RYAN
$5.96B
$169K ﹤0.01%
2,482
-4,975
-67% -$343K
MAIN icon
1191
Main Street Capital
MAIN
$5.14B
$168K ﹤0.01%
2,847
– –
LLYVK icon
1192
Liberty Live Group Series C
LLYVK
$9.45B
$168K ﹤0.01%
2,068
-14
-0.7% -$1.03K
USRT icon
1193
iShares Core US REIT ETF
USRT
$4.74B
$168K ﹤0.01%
2,963
+207
+8% +$11.6K
TRUP icon
1194
Trupanion
TRUP
$1.11B
$167K ﹤0.01%
3,017
– –
BMO icon
1195
Bank of Montreal
BMO
$127B
$166K ﹤0.01%
1,499
-9,126
-86% -$920K
PLUS icon
1196
ePlus
PLUS
$2.42B
$166K ﹤0.01%
2,299
+2,147
+1,413% +$141K
IDCC icon
1197
InterDigital
IDCC
$6.72B
$165K ﹤0.01%
738
-96
-12% -$20.3K
CFG icon
1198
Citizens Financial Group
CFG
$30.8B
$163K ﹤0.01%
3,651
+230
+7% +$9.05K
INO icon
1199
Inovio Pharmaceuticals
INO
$84.7M
$163K ﹤0.01%
80,000
+40,000
+100% +$76.7K
TSPA icon
1200
T. Rowe Price US Equity Research ETF
TSPA
$4.18B
$162K ﹤0.01%
+4,172
New +$150K
46 47
48
49 50

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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.