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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
TLTD icon
1251
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$659M
$142K ﹤0.01%
1,706
– –
ING icon
1252
ING
ING
$95.1B
$142K ﹤0.01%
6,508
+3,571
+122% +$72.1K
ALG icon
1253
Alamo Group
ALG
$2B
$142K ﹤0.01%
650
-50
-7% -$9.54K
RSPU icon
1254
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$549M
$142K ﹤0.01%
1,994
+13
+0.7% +$910
UPRO icon
1255
ProShares UltraPro S&P 500
UPRO
$5.12B
$142K ﹤0.01%
1,550
+85
+6% +$6.31K
SMCI icon
1256
Super Micro Computer
SMCI
$18.4B
$141K ﹤0.01%
2,867
-1,200
-30% -$46.3K
IIIV icon
1257
i3 Verticals
IIIV
$420M
$140K ﹤0.01%
5,101
+305
+6% +$7.65K
FPE icon
1258
First Trust Preferred Securities and Income ETF
FPE
$6.33B
$140K ﹤0.01%
7,865
+6,700
+575% +$117K
PDD icon
1259
Pinduoduo
PDD
$122B
$140K ﹤0.01%
1,336
-11
-0.8% -$1.15K
TPH
1260
DELISTED
Tri Pointe Homes
TPH
$140K ﹤0.01%
4,368
+74
+2% +$2.27K
SIGA icon
1261
SIGA Technologies
SIGA
$240M
$139K ﹤0.01%
21,316
-4,684
-18% -$28.1K
ATEC icon
1262
Alphatec Holdings
ATEC
$1.43B
$139K ﹤0.01%
12,504
-3,000
-19% -$34.5K
EVLV icon
1263
Evolv Technologies
EVLV
$1.01B
$139K ﹤0.01%
22,233
– –
RIV
1264
RiverNorth Opportunities Fund
RIV
$308M
$139K ﹤0.01%
11,300
– –
NAMS icon
1265
NewAmsterdam Pharma
NAMS
$3.27B
$138K ﹤0.01%
7,640
– –
NOG icon
1266
Northern Oil and Gas
NOG
$2.16B
$138K ﹤0.01%
4,874
+1,315
+37% +$35.4K
BIIB icon
1267
Biogen
BIIB
$30.4B
$138K ﹤0.01%
1,100
-62
-5% -$7.72K
XNCR icon
1268
Xencor
XNCR
$1.48B
$138K ﹤0.01%
17,563
– –
AA icon
1269
Alcoa
AA
$11.7B
$138K ﹤0.01%
4,669
+1,170
+33% +$31.6K
WBS icon
1270
Webster Financial
WBS
$12.5B
$137K ﹤0.01%
2,507
+2,113
+536% +$105K
ITT icon
1271
ITT
ITT
$17.8B
$137K ﹤0.01%
871
+141
+19% +$20.1K
IPG
1272
DELISTED
Interpublic Group of Companies
IPG
$135K ﹤0.01%
5,529
-3,909
-41% -$95.1K
HAL icon
1273
Halliburton
HAL
$26.1B
$135K ﹤0.01%
6,631
+3,099
+88% +$65K
MGY icon
1274
Magnolia Oil & Gas
MGY
$5.55B
$135K ﹤0.01%
6,001
+5,789
+2,731% +$128K
RAMP icon
1275
LiveRamp
RAMP
$2.29B
$135K ﹤0.01%
4,083
-1,885
-32% -$54.7K
49 50
51
52 53

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FAF
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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.