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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
WYNN icon
1476
Wynn Resorts
WYNN
$10.2B
$83.8K ﹤0.01%
895
+349
+64% +$29.6K
MGEE icon
1477
MGE Energy Inc
MGEE
$3.07B
$82.8K ﹤0.01%
937
+4
+0.4% +$360
AIT icon
1478
Applied Industrial Technologies
AIT
$12.4B
$82.8K ﹤0.01%
356
-14
-4% -$3.18K
CHE icon
1479
Chemed
CHE
$7.15B
$82.3K ﹤0.01%
169
-13
-7% -$7.41K
INFY icon
1480
Infosys
INFY
$50.8B
$82.2K ﹤0.01%
4,435
-225
-5% -$4.02K
FTCS icon
1481
First Trust Capital Strength ETF
FTCS
$8.08B
$81.4K ﹤0.01%
896
+237
+36% +$21.1K
POOL icon
1482
Pool Corp
POOL
$7.04B
$81.3K ﹤0.01%
279
-317
-53% -$95.9K
L icon
1483
Loews
L
$24.5B
$81.3K ﹤0.01%
887
-1,225
-58% -$108K
ACWV icon
1484
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.34B
$80.7K ﹤0.01%
681
– –
UP icon
1485
Wheels Up
UP
$194M
$80.3K ﹤0.01%
3,751
– –
CF icon
1486
CF Industries
CF
$19.6B
$80.2K ﹤0.01%
872
-241
-22% -$20.5K
EMN icon
1487
Eastman Chemical
EMN
$7.67B
$79.9K ﹤0.01%
1,070
-331
-24% -$26K
HBM icon
1488
Hudbay
HBM
$9.75B
$79.6K ﹤0.01%
7,499
-1,019
-12% -$8.49K
SIG icon
1489
Signet Jewelers
SIG
$3.78B
$79.2K ﹤0.01%
996
+18
+2% +$1.2K
VRNA
1490
DELISTED
Verona Pharma
VRNA
$79.1K ﹤0.01%
836
+11
+1% +$814
MLI icon
1491
Mueller Industries
MLI
$14.5B
$78.9K ﹤0.01%
1,986
-156
-7% -$5.89K
QLYS icon
1492
Qualys
QLYS
$4.73B
$78.9K ﹤0.01%
552
+251
+83% +$33.2K
SPAB icon
1493
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.79B
$78.5K ﹤0.01%
3,067
+828
+37% +$20.9K
MEDP icon
1494
Medpace
MEDP
$16.2B
$78.2K ﹤0.01%
249
+1
+0.4% +$300
DAKT icon
1495
Daktronics
DAKT
$937M
$78.1K ﹤0.01%
5,168
+91
+2% +$1.25K
WDFC icon
1496
WD-40
WDFC
$3.02B
$78K ﹤0.01%
342
+76
+29% +$17.9K
QQEW icon
1497
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.72B
$77.9K ﹤0.01%
571
– –
MTH icon
1498
Meritage Homes
MTH
$4.81B
$77.8K ﹤0.01%
1,161
+16
+1% +$1.06K
LSCC icon
1499
Lattice Semiconductor
LSCC
$16.3B
$77.6K ﹤0.01%
1,584
-116
-7% -$5.55K
USA icon
1500
Liberty All-Star Equity Fund
USA
$1.8B
$77.1K ﹤0.01%
11,325
– –
58 59
60
61 62

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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.