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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
GRNY
1376
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.28B
$102K ﹤0.01%
+4,500
New +$89.6K
ROCK icon
1377
Gibraltar Industries
ROCK
$1.39B
$102K ﹤0.01%
1,729
+31
+2% +$1.77K
ACM icon
1378
Aecom
ACM
$9.57B
$102K ﹤0.01%
902
+13
+1% +$1.35K
FWONA icon
1379
Liberty Media Series A
FWONA
$23.3B
$102K ﹤0.01%
1,072
+45
+4% +$3.8K
ETH
1380
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.75B
$102K ﹤0.01%
4,280
-1,346
-24% -$27.8K
CM icon
1381
Canadian Imperial Bank of Commerce
CM
$109B
$101K ﹤0.01%
1,430
-40,070
-97% -$2.58M
SG icon
1382
Sweetgreen
SG
$756M
$101K ﹤0.01%
6,784
+6,750
+19,853% +$111K
OTTR icon
1383
Otter Tail
OTTR
$3.93B
$100K ﹤0.01%
1,300
– –
FOXA icon
1384
Fox Class A
FOXA
$24.2B
$100K ﹤0.01%
1,786
-42
-2% -$2.21K
GEOS icon
1385
Geospace Technologies
GEOS
$88.4M
$99.8K ﹤0.01%
7,000
– –
CLOZ icon
1386
Panagram BBB-B CLO ETF
CLOZ
$784M
$99.5K ﹤0.01%
3,722
– –
JMST icon
1387
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$99.3K ﹤0.01%
1,950
– –
PCY icon
1388
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
$99.1K ﹤0.01%
4,850
– –
GH icon
1389
Guardant Health
GH
$19B
$99K ﹤0.01%
1,902
+1,835
+2,739% +$82K
JPST icon
1390
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$98.2K ﹤0.01%
1,938
-1,088
-36% -$55K
PFGC icon
1391
Performance Food Group
PFGC
$18.1B
$98.1K ﹤0.01%
1,121
+90
+9% +$7.5K
GSIE icon
1392
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.91B
$97.8K ﹤0.01%
+2,467
New +$92.9K
MGTX icon
1393
MeiraGTx Holdings
MGTX
$1.09B
$97.8K ﹤0.01%
15,000
– –
MGM icon
1394
MGM Resorts International
MGM
$11.8B
$97.4K ﹤0.01%
2,833
+336
+13% +$10.7K
ETW
1395
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.02B
$97.3K ﹤0.01%
11,252
+265
+2% +$2.17K
PCN
1396
PIMCO Corporate & Income Strategy Fund
PCN
$870M
$97.2K ﹤0.01%
7,660
– –
FELC icon
1397
Fidelity Enhanced Large Cap Core ETF
FELC
$7.9B
$97K ﹤0.01%
2,812
+1,018
+57% +$32.5K
EPAC icon
1398
Enerpac Tool Group
EPAC
$1.9B
$96.9K ﹤0.01%
2,388
+41
+2% +$1.73K
HAP icon
1399
VanEck Natural Resources ETF
HAP
$299M
$96.5K ﹤0.01%
1,858
– –
MRCY icon
1400
Mercury Systems
MRCY
$5.97B
$96.5K ﹤0.01%
1,792
+30
+2% +$1.46K
54 55
56
57 58

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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.