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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
EVR icon
1351
Evercore
EVR
$13.2B
$108K ﹤0.01%
399
+22
+6% +$4.84K
STWD icon
1352
Starwood Property Trust
STWD
$6.18B
$107K ﹤0.01%
5,330
+5
+0.1% +$97
RS icon
1353
Reliance Steel & Aluminium
RS
$21.2B
$107K ﹤0.01%
340
-30
-8% -$8.86K
CYTK icon
1354
Cytokinetics
CYTK
$10.8B
$106K ﹤0.01%
3,223
+1,515
+89% +$52.7K
HRMY icon
1355
Harmony Biosciences
HRMY
$2.07B
$106K ﹤0.01%
3,368
+58
+2% +$1.87K
GPI icon
1356
Group 1 Automotive
GPI
$4.17B
$106K ﹤0.01%
243
+200
+465% +$83.9K
XAR icon
1357
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.08B
$106K ﹤0.01%
503
+39
+8% +$7.07K
SKY icon
1358
Champion Homes
SKY
$4.58B
$106K ﹤0.01%
1,691
-18
-1% -$1.4K
HIMS icon
1359
Hims & Hers Health
HIMS
$6.79B
$106K ﹤0.01%
2,122
+525
+33% +$23.7K
HSIC icon
1360
Henry Schein
HSIC
$9.76B
$106K ﹤0.01%
1,448
-894
-38% -$61.5K
SPB icon
1361
Spectrum Brands
SPB
$2.08B
$106K ﹤0.01%
1,991
-29
-1% -$1.73K
RSPS icon
1362
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$254M
$105K ﹤0.01%
3,500
– –
NDMO icon
1363
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$607M
$105K ﹤0.01%
10,379
+7,179
+224% +$71.4K
NMAX
1364
Newsmax Inc
NMAX
$1.03B
$104K ﹤0.01%
+6,883
New +$180K
RITM icon
1365
Rithm Capital
RITM
$5.46B
$104K ﹤0.01%
9,220
-6,389
-41% -$70.4K
MSM icon
1366
MSC Industrial Direct
MSM
$6.97B
$104K ﹤0.01%
1,221
-120
-9% -$9.48K
BNS icon
1367
Scotiabank
BNS
$108B
$104K ﹤0.01%
1,878
+11
+0.6% +$560
QMCO icon
1368
Quantum Corp
QMCO
$444M
$104K ﹤0.01%
+10,404
New +$115K
OGN icon
1369
Organon & Co
OGN
$3.55B
$104K ﹤0.01%
10,704
+202
+2% +$2.08K
BL icon
1370
BlackLine
BL
$1.87B
$104K ﹤0.01%
1,828
-173
-9% -$8.94K
HEI.A icon
1371
HEICO Corp Class A
HEI.A
$36.8B
$104K ﹤0.01%
400
+33
+9% +$7.22K
NFG icon
1372
National Fuel Gas
NFG
$7.73B
$103K ﹤0.01%
1,221
+133
+12% +$10.7K
CPB icon
1373
Campbell Soup
CPB
$6.8B
$103K ﹤0.01%
3,372
-1,663
-33% -$58.5K
NVEE
1374
DELISTED
NV5 Global
NVEE
$102K ﹤0.01%
4,433
-5,505
-55% -$110K
CGUS icon
1375
Capital Group Core Equity ETF
CGUS
$11.2B
$102K ﹤0.01%
2,770
– –
53 54
55
56 57

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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.