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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
CVSA
1326
Covista Inc
CVSA
$4.3B
$117K ﹤0.01%
918
-90
-9% -$10.6K
BTI icon
1327
British American Tobacco
BTI
$134B
$116K ﹤0.01%
2,451
-41
-2% -$1.82K
ARQT icon
1328
Arcutis Biotherapeutics
ARQT
$3.55B
$116K ﹤0.01%
8,248
+141
+2% +$1.98K
YEXT icon
1329
Yext
YEXT
$564M
$115K ﹤0.01%
13,588
-6,193
-31% -$43.4K
IBN icon
1330
ICICI Bank
IBN
$109B
$115K ﹤0.01%
3,429
-249
-7% -$8.24K
IXN icon
1331
iShares Global Tech ETF
IXN
$8.1B
$115K ﹤0.01%
1,248
+149
+14% +$12.1K
LW icon
1332
Lamb Weston
LW
$7.51B
$114K ﹤0.01%
2,204
-513
-19% -$27.5K
BCO icon
1333
Brink's
BCO
$4.87B
$114K ﹤0.01%
1,274
-74
-5% -$6.44K
VAMO icon
1334
Cambria Value and Momentum ETF
VAMO
$109M
$113K ﹤0.01%
+3,753
New +$111K
XPH icon
1335
State Street SPDR S&P Pharmaceuticals ETF
XPH
$483M
$113K ﹤0.01%
2,780
– –
WWD icon
1336
Woodward
WWD
$24.5B
$113K ﹤0.01%
459
-11
-2% -$2.25K
NAC icon
1337
Nuveen California Quality Municipal Income Fund
NAC
$1.85B
$112K ﹤0.01%
10,000
– –
ARTY
1338
iShares Future AI & Tech ETF
ARTY
$3.35B
$111K ﹤0.01%
2,718
-30
-1% -$1.05K
KVUE icon
1339
Kenvue
KVUE
$37.9B
$111K ﹤0.01%
5,320
-898
-14% -$20.4K
SHV icon
1340
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$111K ﹤0.01%
1,002
-12
-1% -$1.32K
COCH icon
1341
Envoy Medical
COCH
$52.3M
$111K ﹤0.01%
77,887
– –
EFAV icon
1342
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.32B
$110K ﹤0.01%
1,314
+292
+29% +$23.9K
SCHK icon
1343
Schwab 1000 Index ETF
SCHK
$5.67B
$110K ﹤0.01%
3,700
– –
LNTH icon
1344
Lantheus
LNTH
$6.68B
$110K ﹤0.01%
1,341
-16
-1% -$1.41K
BNT
1345
Brookfield Wealth Solutions
BNT
$11.8B
$110K ﹤0.01%
2,664
-518
-16% -$19.2K
SNAP icon
1346
Snap
SNAP
$8.02B
$110K ﹤0.01%
12,625
-629
-5% -$5.22K
BILS icon
1347
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.89B
$109K ﹤0.01%
1,100
-272
-20% -$27K
INSP icon
1348
Inspire Medical Systems
INSP
$1.5B
$108K ﹤0.01%
835
-217
-21% -$31.5K
IOO icon
1349
iShares Global 100 ETF
IOO
$8.72B
$108K ﹤0.01%
1,001
-408
-29% -$40.5K
BHF icon
1350
Brighthouse Financial
BHF
$3.66B
$108K ﹤0.01%
2,006
-12
-0.6% -$675
52 53
54
55 56

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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.