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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
FIW icon
1401
First Trust Water ETF
FIW
$1.9B
$96.4K ﹤0.01%
893
+81
+10% +$8.34K
SM icon
1402
SM Energy
SM
$7.11B
$96.4K ﹤0.01%
3,900
-1,295
-25% -$31.4K
FAF icon
1403
First American
FAF
$8.08B
$96.1K ﹤0.01%
1,565
-48
-3% -$2.85K
RGLD icon
1404
Royal Gold
RGLD
$16.6B
$95.8K ﹤0.01%
539
+147
+38% +$26K
IYK icon
1405
iShares US Consumer Staples ETF
IYK
$1.44B
$95.8K ﹤0.01%
1,359
– –
Z icon
1406
Zillow
Z
$7.7B
$95.5K ﹤0.01%
1,364
-14
-1% -$943
IVT icon
1407
InvenTrust Properties
IVT
$2.81B
$95.3K ﹤0.01%
3,480
+5
+0.1% +$139
RBLX icon
1408
Roblox
RBLX
$35.4B
$95.3K ﹤0.01%
906
-5
-0.5% -$393
DOC icon
1409
Healthpeak Properties
DOC
$15.7B
$95.3K ﹤0.01%
5,442
-2,379
-30% -$42.3K
ZION icon
1410
Zions Bancorporation
ZION
$10.1B
$94.5K ﹤0.01%
1,819
-18,210
-91% -$854K
OSBC icon
1411
Old Second Bancorp
OSBC
$1.28B
$94.4K ﹤0.01%
5,320
– –
ICLN icon
1412
iShares Global Clean Energy ETF
ICLN
$2.27B
$94.2K ﹤0.01%
7,186
-1,552
-18% -$19K
TSN icon
1413
Tyson Foods
TSN
$21.5B
$94.1K ﹤0.01%
1,683
-1,326
-44% -$76.2K
LMNR icon
1414
Limoneira
LMNR
$245M
$93.9K ﹤0.01%
+6,000
New +$94.9K
NTNX icon
1415
Nutanix
NTNX
$16B
$93.8K ﹤0.01%
1,227
-717
-37% -$51.6K
AVNT icon
1416
Avient
AVNT
$3.41B
$93.6K ﹤0.01%
2,897
-621
-18% -$21.5K
TWN
1417
Taiwan Fund
TWN
$470M
$93.4K ﹤0.01%
2,085
– –
BCS icon
1418
Barclays
BCS
$91B
$93.4K ﹤0.01%
5,025
+19
+0.4% +$314
PDN icon
1419
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$349M
$93.4K ﹤0.01%
2,399
-153
-6% -$5.48K
FCF icon
1420
First Commonwealth Financial
FCF
$2.17B
$93.1K ﹤0.01%
5,739
-2,639
-31% -$40.7K
IYC icon
1421
iShares US Consumer Discretionary ETF
IYC
$1.16B
$92.5K ﹤0.01%
928
-1,060
-53% -$98.2K
LITE icon
1422
Lumentum
LITE
$50.7B
$92.3K ﹤0.01%
971
+719
+285% +$51K
NYT icon
1423
New York Times
NYT
$12.2B
$92.1K ﹤0.01%
1,645
+171
+12% +$9.06K
SILA
1424
DELISTED
Sila Realty Trust
SILA
$92K ﹤0.01%
3,888
-2,262
-37% -$57K
CASY icon
1425
Casey's General Stores
CASY
$31.7B
$91.8K ﹤0.01%
180
-90
-33% -$41.5K
55 56
57
58 59

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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.