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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
AMP icon
101
Ameriprise Financial
AMP
$46.8B
$144M 0.26%
269,432
-70,692
-21% -$34.9M
SPY icon
102
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$142M 0.25%
229,971
-10,189
-4% -$5.82M
PAVE icon
103
Global X US Infrastructure Development ETF
PAVE
$14.3B
$141M 0.25%
3,235,017
-58,967
-2% -$2.36M
MPLX icon
104
MPLX
MPLX
$59.5B
$140M 0.25%
2,724,069
-174,110
-6% -$8.85M
IBM icon
105
IBM
IBM
$202B
$140M 0.25%
475,907
-3,920
-0.8% -$1.01M
MNDY icon
106
monday.com
MNDY
$3.27B
$138M 0.25%
438,873
+1,077
+0.2% +$300K
VWO icon
107
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$136M 0.24%
2,752,283
-87,522
-3% -$4.06M
IWM icon
108
iShares Russell 2000 ETF
IWM
$80.9B
$135M 0.24%
625,341
+24,227
+4% +$4.88M
CYBR
109
DELISTED
CyberArk
CYBR
$135M 0.24%
331,650
+183
+0.1% +$66.7K
PH icon
110
Parker-Hannifin
PH
$125B
$134M 0.24%
191,634
-1,648
-0.9% -$1.04M
TSM icon
111
TSMC
TSM
$2.09T
$134M 0.24%
590,114
+54,643
+10% +$10.1M
IWB icon
112
iShares Russell 1000 ETF
IWB
$47.7B
$125M 0.22%
368,232
-6,618
-2% -$2.08M
FLUT icon
113
Flutter Entertainment
FLUT
$17.6B
$122M 0.22%
427,574
+427,468
+403,272% +$105M
AXON
114
Axon Enterprise
AXON
$40.5B
$122M 0.22%
147,572
+55,961
+61% +$38.1M
LHX icon
115
L3Harris
LHX
$55.9B
$120M 0.21%
477,414
-104
-0% -$23.9K
HQY icon
116
HealthEquity
HQY
$7.91B
$118M 0.21%
1,127,054
+148,740
+15% +$14.1M
JNJ icon
117
Johnson & Johnson
JNJ
$635B
$117M 0.21%
767,487
-18,178
-2% -$2.79M
VTI icon
118
Vanguard Total Stock Market ETF
VTI
$654B
$115M 0.21%
377,823
+15,657
+4% +$4.4M
ALC icon
119
Alcon
ALC
$33.1B
$115M 0.2%
1,299,365
+49,704
+4% +$4.46M
SPOT icon
120
Spotify
SPOT
$99.2B
$114M 0.2%
148,809
+147,007
+8,158% +$94.4M
ORCL icon
121
Oracle
ORCL
$331B
$110M 0.2%
505,046
-16,476
-3% -$2.66M
EFA icon
122
iShares MSCI EAFE ETF
EFA
$76.4B
$110M 0.2%
1,225,692
+83,216
+7% +$7.1M
BR icon
123
Broadridge
BR
$17.2B
$107M 0.19%
442,305
-2,128
-0.5% -$506K
GVI icon
124
iShares Intermediate Government/Credit Bond ETF
GVI
$3.72B
$107M 0.19%
1,001,432
+92,851
+10% +$9.82M
COST icon
125
Costco
COST
$415B
$107M 0.19%
107,704
-14,172
-12% -$14.1M
3 4
5
6 7

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CWM
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VRS
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FAF
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BGIM
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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.