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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
CR icon
1226
Crane Co
CR
$13.1B
$154K ﹤0.01%
810
-235
-22% -$39K
DFAS icon
1227
Dimensional US Small Cap ETF
DFAS
$15.5B
$153K ﹤0.01%
2,409
-728
-23% -$43.6K
OC icon
1228
Owens Corning
OC
$11.5B
$153K ﹤0.01%
1,114
-3,755
-77% -$519K
GSBD icon
1229
Goldman Sachs BDC
GSBD
$1,000M
$153K ﹤0.01%
13,566
– –
MAC icon
1230
Macerich
MAC
$7.52B
$152K ﹤0.01%
9,402
+3,416
+57% +$52.7K
SOXX icon
1231
iShares Semiconductor ETF
SOXX
$40.6B
$152K ﹤0.01%
636
+38
+6% +$7.62K
NEA icon
1232
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.37B
$152K ﹤0.01%
13,885
-1,015
-7% -$11K
SHYG icon
1233
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$151K ﹤0.01%
3,504
+1,061
+43% +$44.9K
SCMB icon
1234
Schwab Municipal Bond ETF
SCMB
$3.99B
$151K ﹤0.01%
6,000
– –
CNP icon
1235
CenterPoint Energy
CNP
$28.8B
$151K ﹤0.01%
4,098
-52
-1% -$1.93K
AES icon
1236
AES
AES
$10.6B
$150K ﹤0.01%
14,249
-549
-4% -$5.88K
HEFA icon
1237
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.51B
$149K ﹤0.01%
3,937
– –
SLDB icon
1238
Solid Biosciences
SLDB
$785M
$149K ﹤0.01%
30,600
– –
EFG icon
1239
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$149K ﹤0.01%
1,330
-13
-1% -$1.37K
DBEU icon
1240
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$771M
$149K ﹤0.01%
3,369
– –
BFAM icon
1241
Bright Horizons
BFAM
$4.24B
$148K ﹤0.01%
1,196
-123
-9% -$15.1K
KWEB icon
1242
KraneShares CSI China Internet ETF
KWEB
$5.41B
$148K ﹤0.01%
4,300
-35
-0.8% -$1.16K
BFH icon
1243
Bread Financial
BFH
$4.36B
$147K ﹤0.01%
2,581
-5
-0.2% -$252
AGNC icon
1244
AGNC Investment
AGNC
$12.9B
$146K ﹤0.01%
15,848
-5,997
-27% -$53.7K
MUFG icon
1245
Mitsubishi UFJ Financial
MUFG
$253B
$145K ﹤0.01%
10,565
+6,198
+142% +$80.1K
CRSP icon
1246
CRISPR Therapeutics
CRSP
$4.68B
$145K ﹤0.01%
2,974
+979
+49% +$37.9K
ABCB icon
1247
Ameris Bancorp
ABCB
$5.9B
$144K ﹤0.01%
2,221
– –
PENN icon
1248
PENN Entertainment
PENN
$2.82B
$143K ﹤0.01%
8,016
+32
+0.4% +$502
NGG icon
1249
National Grid
NGG
$81.3B
$143K ﹤0.01%
1,948
-4,991
-72% -$343K
ORN icon
1250
Orion Group Holdings
ORN
$485M
$143K ﹤0.01%
15,750
– –
48 49
50
51 52

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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.