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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
CHKP icon
126
Check Point Software Technologies
CHKP
$13.3B
$106M 0.19%
478,308
+21,749
+5% +$4.79M
NET icon
127
Cloudflare
NET
$93B
$105M 0.19%
538,042
+396,825
+281% +$57.6M
AMJB icon
128
Alerian MLP Index ETNs due January 28 2044
AMJB
$862M
$104M 0.19%
3,452,951
+56,585
+2% +$1.7M
FOUR icon
129
Shift4
FOUR
$3.84B
$103M 0.18%
1,035,349
-9,758
-0.9% -$851K
GS icon
130
Goldman Sachs
GS
$313B
$99.5M 0.18%
140,606
-2,099
-1% -$1.22M
WMT icon
131
Walmart Inc
WMT
$871B
$99.1M 0.18%
1,013,407
-17,376
-2% -$1.66M
AJG icon
132
Arthur J. Gallagher & Co
AJG
$63.7B
$98.5M 0.18%
307,672
+2,472
+0.8% +$815K
HDB icon
133
HDFC Bank
HDB
$119B
$95.1M 0.17%
2,480,766
+83,952
+4% +$3.04M
BEPC icon
134
Brookfield Renewable
BEPC
$6.12B
$95.1M 0.17%
2,900,900
-1,924
-0.1% -$56.2K
GEV icon
135
GE Vernova
GEV
$270B
$94.5M 0.17%
178,594
+161,431
+941% +$67.2M
QQQ icon
136
Invesco QQQ Trust
QQQ
$455B
$93.5M 0.17%
169,576
+12,317
+8% +$6.13M
CL icon
137
Colgate-Palmolive
CL
$72.6B
$92.8M 0.17%
1,020,586
-2,192
-0.2% -$200K
AMGN icon
138
Amgen
AMGN
$203B
$91.8M 0.16%
328,955
-240
-0.1% -$68K
SHW icon
139
Sherwin-Williams
SHW
$78.3B
$91.5M 0.16%
266,561
-3,389
-1% -$1.17M
COR icon
140
Cencora
COR
$60.3B
$91.3M 0.16%
304,456
-6,615
-2% -$1.91M
PAA icon
141
Plains All American Pipeline
PAA
$17.4B
$90.7M 0.16%
4,952,995
+319,906
+7% +$5.58M
TTAN
142
ServiceTitan Inc
TTAN
$6.72B
$90.4M 0.16%
+843,114
New +$94.2M
IWP icon
143
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$90.3M 0.16%
651,452
-51,525
-7% -$6.52M
SHOP icon
144
Shopify
SHOP
$148B
$88M 0.16%
762,930
+8,567
+1% +$857K
MCHP icon
145
Microchip Technology
MCHP
$42.8B
$87.5M 0.16%
1,243,981
-92,477
-7% -$5.08M
RACE icon
146
Ferrari
RACE
$63.3B
$87.1M 0.16%
177,959
+9,982
+6% +$4.64M
ACN icon
147
Accenture
ACN
$89.9B
$86.7M 0.15%
289,981
-4,355
-1% -$1.33M
PG icon
148
Procter & Gamble
PG
$343B
$84.9M 0.15%
532,674
-8,561
-2% -$1.4M
LYV icon
149
Live Nation Entertainment
LYV
$41.2B
$83.7M 0.15%
553,243
+328,351
+146% +$45.2M
MLPB icon
150
ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040
MLPB
$250M
$82.5M 0.15%
3,171,039
-32,424
-1% -$829K
4 5
6
7 8

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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.