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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
BURL icon
1201
Burlington
BURL
$23.3B
$162K ﹤0.01%
697
-42
-6% -$9.98K
EL icon
1202
Estee Lauder
EL
$30.7B
$162K ﹤0.01%
2,005
-476
-19% -$30.6K
XLB icon
1203
State Street Materials Select Sector SPDR ETF
XLB
$8.82B
$161K ﹤0.01%
3,678
-3,212
-47% -$136K
BTCO icon
1204
Invesco Galaxy Bitcoin ETF
BTCO
$428M
$161K ﹤0.01%
1,500
– –
KNF icon
1205
Knife River
KNF
$4.48B
$161K ﹤0.01%
1,972
+1,472
+294% +$134K
ACI icon
1206
Albertsons Companies
ACI
$5.67B
$161K ﹤0.01%
7,467
-2,814
-27% -$61.2K
EOI
1207
Eaton Vance Enhanced Equity Income Fund
EOI
$804M
$160K ﹤0.01%
7,650
– –
GSK icon
1208
GSK
GSK
$108B
$160K ﹤0.01%
4,159
-1,910
-31% -$73K
ADMA icon
1209
ADMA Biologics
ADMA
$2.04B
$160K ﹤0.01%
8,765
-639
-7% -$13K
DUHP icon
1210
Dimensional US High Profitability ETF
DUHP
$12.3B
$159K ﹤0.01%
+4,460
New +$149K
KIM icon
1211
Kimco Realty
KIM
$17.7B
$159K ﹤0.01%
7,541
-306
-4% -$6.34K
KHC icon
1212
Kraft Heinz
KHC
$32.4B
$158K ﹤0.01%
6,136
-3,254
-35% -$90.3K
TAP icon
1213
Molson Coors Class B
TAP
$7.97B
$158K ﹤0.01%
3,291
+2,590
+369% +$143K
REVG
1214
DELISTED
REV Group
REVG
$157K ﹤0.01%
3,306
-1,083
-25% -$40.3K
STAG icon
1215
STAG Industrial
STAG
$7.79B
$157K ﹤0.01%
4,330
-4,574
-51% -$158K
BSY icon
1216
Bentley Systems
BSY
$10.9B
$157K ﹤0.01%
2,904
+1,619
+126% +$74.9K
VIS icon
1217
Vanguard Industrials ETF
VIS
$8.22B
$156K ﹤0.01%
558
-1,443
-72% -$373K
SWKS icon
1218
Skyworks Solutions
SWKS
$9.73B
$156K ﹤0.01%
2,096
-665
-24% -$44.4K
MDYG icon
1219
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.83B
$156K ﹤0.01%
1,795
– –
EXAS
1220
DELISTED
Exact Sciences
EXAS
$156K ﹤0.01%
2,934
-7
-0.2% -$356
AVDV icon
1221
Avantis International Small Cap Value ETF
AVDV
$18.8B
$156K ﹤0.01%
1,964
+12
+0.6% +$888
FMDE icon
1222
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.74B
$155K ﹤0.01%
4,500
+7
+0.2% +$225
ICHR icon
1223
Ichor Holdings
ICHR
$2.37B
$155K ﹤0.01%
7,869
+5,057
+180% +$92.6K
AIVL icon
1224
WisdomTree US AI Enhanced Value Fund
AIVL
$433M
$154K ﹤0.01%
1,365
– –
VGIT icon
1225
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.8B
$154K ﹤0.01%
2,580
+155
+6% +$9.18K
47 48
49
50 51

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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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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.