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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
MNTN
1451
MNTN Inc
MNTN
$707M
$87.5K ﹤0.01%
+4,000
New +$92K
BIDU icon
1452
Baidu
BIDU
$35.7B
$87.3K ﹤0.01%
1,018
-415
-29% -$35.8K
TXNM
1453
TXNM Energy Inc
TXNM
$6.41B
$87.1K ﹤0.01%
1,546
– –
FBND icon
1454
Fidelity Total Bond ETF
FBND
$27.1B
$87K ﹤0.01%
1,903
+4
+0.2% +$181
MRP
1455
Millrose Properties Inc
MRP
$4.72B
$86.6K ﹤0.01%
3,038
-250
-8% -$6.61K
BBJP icon
1456
JPMorgan BetaBuilders Japan ETF
BBJP
$17B
$86.6K ﹤0.01%
1,402
+262
+23% +$15.3K
IAT icon
1457
iShares US Regional Banks ETF
IAT
$680M
$86.6K ﹤0.01%
1,747
-6,954
-80% -$317K
FUN icon
1458
Cedar Fair
FUN
$1.9B
$86.4K ﹤0.01%
2,840
+640
+29% +$21.4K
PPLT
1459
abrdn Physical Platinum Shares ETF
PPLT
$1.8B
$86K ﹤0.01%
7,000
-7,500
-52% -$73.4K
CHWY icon
1460
Chewy
CHWY
$9.28B
$85.9K ﹤0.01%
2,015
-78,575
-97% -$3.13M
LECO icon
1461
Lincoln Electric
LECO
$14.2B
$85.6K ﹤0.01%
413
-186
-31% -$35.6K
MQT
1462
DELISTED
BlackRock MuniYield Quality Fund II
MQT
$85.4K ﹤0.01%
8,861
– –
CELH icon
1463
Celsius Holdings
CELH
$7.42B
$85.3K ﹤0.01%
1,840
-185
-9% -$7.13K
FULT icon
1464
Fulton Financial
FULT
$4.69B
$85.3K ﹤0.01%
4,728
-1,750
-27% -$29.9K
ILCG icon
1465
iShares Morningstar Growth ETF
ILCG
$3.02B
$85.3K ﹤0.01%
880
-815
-48% -$70.8K
RELX icon
1466
RELX
RELX
$66.9B
$85.3K ﹤0.01%
1,569
-77
-5% -$4.07K
GQRE icon
1467
FlexShares Global Quality Real Estate Index Fund
GQRE
$431M
$85.2K ﹤0.01%
1,428
– –
QEFA icon
1468
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.05B
$84.6K ﹤0.01%
+991
New +$81.3K
HYGH icon
1469
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$590M
$84.6K ﹤0.01%
977
+3
+0.3% +$255
LLYVA icon
1470
Liberty Live Group Series A
LLYVA
$9.07B
$84.5K ﹤0.01%
1,063
-23
-2% -$1.67K
EWW icon
1471
iShares MSCI Mexico ETF
EWW
$1.89B
$84.3K ﹤0.01%
1,393
+22
+2% +$1.27K
HLN icon
1472
Haleon
HLN
$44.8B
$84.3K ﹤0.01%
8,133
-12,252
-60% -$129K
NWN icon
1473
Northwest Natural Holdings
NWN
$2.17B
$84.3K ﹤0.01%
2,123
+1,123
+112% +$46.6K
VEGN icon
1474
US Vegan Climate ETF
VEGN
$173M
$84K ﹤0.01%
1,500
– –
RYLD icon
1475
Global X Russell 2000 Covered Call ETF
RYLD
$1.36B
$84K ﹤0.01%
+5,633
New +$81.9K
57 58
59
60 61

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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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PPFA
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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.