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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
JBSS icon
1301
John B. Sanfilippo & Son
JBSS
$989M
$126K ﹤0.01%
2,000
– –
JXN icon
1302
Jackson Financial
JXN
$8.57B
$126K ﹤0.01%
1,424
+41
+3% +$3.32K
DFE icon
1303
WisdomTree Europe SmallCap Dividend Fund
DFE
$164M
$126K ﹤0.01%
1,800
– –
WAT icon
1304
Waters Corp
WAT
$37.7B
$125K ﹤0.01%
358
-2
-0.6% -$688
UDR icon
1305
UDR
UDR
$12.7B
$124K ﹤0.01%
3,031
-1,067
-26% -$44.2K
UTHR icon
1306
United Therapeutics
UTHR
$26.1B
$123K ﹤0.01%
429
-213
-33% -$63.7K
LUCK
1307
Lucky Strike Entertainment
LUCK
$955M
$123K ﹤0.01%
13,500
– –
WNS
1308
DELISTED
WNS Holdings
WNS
$123K ﹤0.01%
1,945
+1,901
+4,320% +$114K
IHF icon
1309
iShares US Healthcare Providers ETF
IHF
$1.24B
$123K ﹤0.01%
2,525
+25
+1% +$1.23K
DSL
1310
DoubleLine Income Solutions Fund
DSL
$1.23B
$123K ﹤0.01%
10,033
+1
+0% +$12
ESTA icon
1311
Establishment Labs
ESTA
$2.7B
$123K ﹤0.01%
2,874
+9
+0.3% +$314
TY icon
1312
TRI-Continental Corp
TY
$1.86B
$123K ﹤0.01%
3,876
-972
-20% -$29.5K
MOG.A icon
1313
Moog Inc Class A
MOG.A
$13.1B
$123K ﹤0.01%
677
+9
+1% +$1.58K
CMC icon
1314
Commercial Metals
CMC
$7.8B
$122K ﹤0.01%
2,499
-13
-0.5% -$602
GNRC icon
1315
Generac Holdings
GNRC
$11.5B
$122K ﹤0.01%
850
-296
-26% -$36.1K
MTG icon
1316
MGIC Investment
MTG
$6.47B
$121K ﹤0.01%
4,350
+1,172
+37% +$30.2K
PBF icon
1317
PBF Energy
PBF
$7.22B
$121K ﹤0.01%
5,567
+5,067
+1,013% +$96.3K
IGM icon
1318
iShares Expanded Tech Sector ETF
IGM
$9.78B
$120K ﹤0.01%
1,068
– –
CLH icon
1319
Clean Harbors
CLH
$16B
$120K ﹤0.01%
517
-3
-0.6% -$657
BJ icon
1320
BJs Wholesale Club
BJ
$12.4B
$119K ﹤0.01%
1,108
+452
+69% +$51.5K
BIV icon
1321
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$118K ﹤0.01%
1,528
-1,599
-51% -$122K
OKLO
1322
Oklo
OKLO
$6.89B
$118K ﹤0.01%
2,099
-60,423
-97% -$2.33M
MOS icon
1323
The Mosaic Company
MOS
$7.34B
$117K ﹤0.01%
3,219
+153
+5% +$4.9K
SPTM icon
1324
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$117K ﹤0.01%
1,566
– –
DBA icon
1325
Invesco DB Agriculture Fund
DBA
$1.24B
$117K ﹤0.01%
4,477
– –
51 52
53
54 55

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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.