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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
PARA
1276
DELISTED
Paramount Global Class B
PARA
$134K ﹤0.01%
10,421
+843
+9% +$9.87K
RL icon
1277
Ralph Lauren
RL
$22.5B
$134K ﹤0.01%
488
-119
-20% -$29.5K
HALO icon
1278
Halozyme
HALO
$9.9B
$133K ﹤0.01%
2,562
-1,484
-37% -$84.4K
BDJ icon
1279
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.71B
$133K ﹤0.01%
14,944
+83
+0.6% +$698
AWRE icon
1280
Aware
AWRE
$24.2M
$132K ﹤0.01%
70,000
– –
UTF icon
1281
Cohen & Steers Infrastructure Fund
UTF
$3.11B
$132K ﹤0.01%
4,895
+2,406
+97% +$61.3K
SBLK icon
1282
Star Bulk Carriers
SBLK
$3.12B
$131K ﹤0.01%
7,600
-100
-1% -$1.55K
RCAT icon
1283
Red Cat Holdings
RCAT
$1.13B
$131K ﹤0.01%
18,000
– –
VTES icon
1284
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$131K ﹤0.01%
1,298
+1,098
+549% +$110K
OLLI icon
1285
Ollie's Bargain Outlet
OLLI
$4.17B
$131K ﹤0.01%
992
-306
-24% -$35K
IXC icon
1286
iShares Global Energy ETF
IXC
$2.68B
$131K ﹤0.01%
3,323
-638
-16% -$24.5K
IONQ icon
1287
IonQ
IONQ
$12.6B
$130K ﹤0.01%
3,017
+2,342
+347% +$78.5K
VPU
1288
Vanguard Utilities ETF
VPU
$8.68B
$129K ﹤0.01%
733
-599
-45% -$103K
HXL icon
1289
Hexcel
HXL
$8.3B
$129K ﹤0.01%
2,290
-207
-8% -$10.9K
NCLH icon
1290
Norwegian Cruise Line
NCLH
$9.74B
$129K ﹤0.01%
6,342
+1,278
+25% +$22.9K
EWC icon
1291
iShares MSCI Canada ETF
EWC
$6.18B
$128K ﹤0.01%
2,768
+63
+2% +$2.72K
EPR icon
1292
EPR Properties
EPR
$4.92B
$128K ﹤0.01%
2,191
-3,405
-61% -$179K
AAL icon
1293
American Airlines Group
AAL
$10.2B
$128K ﹤0.01%
11,372
-2,648
-19% -$28.4K
TYG
1294
Tortoise Energy Infrastructure Corp
TYG
$1.1B
$128K ﹤0.01%
2,905
-2
-0.1% -$81
KMPR icon
1295
Kemper
KMPR
$1.82B
$127K ﹤0.01%
1,974
-22
-1% -$1.36K
KBDC
1296
Kayne Anderson BDC
KBDC
$916M
$127K ﹤0.01%
8,346
+2,782
+50% +$43.9K
TDTT icon
1297
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.53B
$127K ﹤0.01%
5,251
-475
-8% -$11.5K
EMXC icon
1298
iShares MSCI Emerging Markets ex China ETF
EMXC
$22.8B
$127K ﹤0.01%
2,015
-417
-17% -$24.3K
ILCB icon
1299
iShares Morningstar US Equity ETF
ILCB
$1.26B
$127K ﹤0.01%
1,480
– –
VMBS icon
1300
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$127K ﹤0.01%
2,734
-2,012
-42% -$92.1K
50 51
52
53 54

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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.