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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
MP icon
1426
MP Materials
MP
$7.35B
$91.7K ﹤0.01%
2,756
-3,108
-53% -$79.3K
EWBC icon
1427
East-West Bancorp
EWBC
$18B
$91.6K ﹤0.01%
907
-225
-20% -$19.9K
VNT icon
1428
Vontier
VNT
$4.62B
$91.5K ﹤0.01%
2,481
-23
-0.9% -$783
CPRX
1429
DELISTED
Catalyst Pharmaceutical
CPRX
$91.1K ﹤0.01%
4,197
-7
-0.2% -$165
VFC icon
1430
VF Corp
VFC
$7.16B
$91K ﹤0.01%
7,748
+1,338
+21% +$16.6K
AN icon
1431
AutoNation
AN
$7.37B
$91K ﹤0.01%
458
-44
-9% -$7.94K
JMEE icon
1432
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.87B
$90.9K ﹤0.01%
1,535
– –
DSU icon
1433
BlackRock Debt Strategies Fund
DSU
$592M
$90.8K ﹤0.01%
8,599
– –
ICOW icon
1434
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.79B
$90.7K ﹤0.01%
2,665
– –
FLCB icon
1435
Franklin US Core Bond ETF
FLCB
$3.03B
$90.7K ﹤0.01%
+4,214
New +$89.6K
APLD icon
1436
Applied Digital
APLD
$7.66B
$90.4K ﹤0.01%
8,974
+8,692
+3,082% +$64.1K
NFRA icon
1437
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.02B
$90.3K ﹤0.01%
1,459
– –
FLQM icon
1438
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.61B
$89.1K ﹤0.01%
1,640
– –
PK icon
1439
Park Hotels & Resorts
PK
$3.06B
$89K ﹤0.01%
8,697
-2,080
-19% -$21.2K
NTST
1440
NETSTREIT Corp
NTST
$2.13B
$88.8K ﹤0.01%
+5,248
New +$84K
SMR icon
1441
NuScale Power
SMR
$2.84B
$88.4K ﹤0.01%
2,235
-28,332
-93% -$711K
CIGI icon
1442
Colliers International
CIGI
$5.31B
$88.4K ﹤0.01%
677
-543
-45% -$66.1K
KYN icon
1443
Kayne Anderson Energy Infrastructure Fund
KYN
$2.43B
$88.2K ﹤0.01%
6,930
+360
+5% +$4.34K
PPL
1444
PPL Corp
PPL
$27.3B
$88.1K ﹤0.01%
2,600
-644
-20% -$22.4K
SIRI icon
1445
SiriusXM
SIRI
$10.7B
$88.1K ﹤0.01%
3,836
-5,346
-58% -$115K
UBS icon
1446
UBS Group
UBS
$171B
$88.1K ﹤0.01%
2,605
-64
-2% -$1.98K
BSCP
1447
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$88K ﹤0.01%
4,256
– –
JMTG
1448
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.73B
$87.8K ﹤0.01%
+1,748
New +$87.7K
USAR
1449
USA Rare Earth Inc
USAR
$3.44B
$87.8K ﹤0.01%
+8,010
New +$84.9K
TXT icon
1450
Textron
TXT
$15.6B
$87.7K ﹤0.01%
1,092
+14
+1% +$1.01K
56 57
58
59 60

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VRS
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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.