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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
LEA icon
1501
Lear
LEA
$7.42B
$77.1K ﹤0.01%
811
-53
-6% -$4.66K
FRT icon
1502
Federal Realty Investment Trust
FRT
$10.8B
$76.9K ﹤0.01%
810
+639
+374% +$60.4K
SJNK icon
1503
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
$76.9K ﹤0.01%
3,017
+5
+0.2% +$125
AMBA icon
1504
Ambarella
AMBA
$2.96B
$76.7K ﹤0.01%
1,161
+1,001
+626% +$53.1K
TRMB icon
1505
Trimble
TRMB
$13.6B
$76.6K ﹤0.01%
1,008
-749
-43% -$50.3K
DTD icon
1506
WisdomTree US Total Dividend Fund
DTD
$1.65B
$76.5K ﹤0.01%
962
– –
AMTM
1507
Amentum Holdings
AMTM
$5.37B
$76.5K ﹤0.01%
3,239
-1,364
-30% -$28.5K
QCRH icon
1508
QCR Holdings
QCRH
$1.7B
$76.4K ﹤0.01%
1,125
– –
NMFC icon
1509
New Mountain Finance
NMFC
$660M
$76.3K ﹤0.01%
7,235
-12,590
-64% -$130K
MVV icon
1510
ProShares Ultra MidCap400
MVV
$151M
$76.3K ﹤0.01%
1,200
– –
EXG icon
1511
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.91B
$76.3K ﹤0.01%
8,715
+107
+1% +$886
VSEC icon
1512
VSE Corp
VSEC
$5.17B
$75.8K ﹤0.01%
579
-1
-0.2% -$125
CPT icon
1513
Camden Property Trust
CPT
$11.5B
$75.7K ﹤0.01%
672
-137
-17% -$15.8K
EXPE icon
1514
Expedia Group
EXPE
$36.7B
$75K ﹤0.01%
445
-340
-43% -$55.2K
VSTS icon
1515
Vestis
VSTS
$2.05B
$74.7K ﹤0.01%
13,030
+3,037
+30% +$21.3K
OCUL icon
1516
Ocular Therapeutix
OCUL
$1.84B
$74.6K ﹤0.01%
8,040
– –
BWA icon
1517
BorgWarner
BWA
$12.7B
$74.5K ﹤0.01%
2,226
-412
-16% -$12.6K
USHY icon
1518
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$74.3K ﹤0.01%
1,981
– –
PFLT icon
1519
PennantPark Floating Rate Capital
PFLT
$699M
$73.6K ﹤0.01%
7,122
– –
MGC icon
1520
Vanguard Mega Cap 300 Index ETF
MGC
$9.78B
$73.5K ﹤0.01%
+327
New +$67.7K
UGI icon
1521
UGI
UGI
$7.85B
$73.4K ﹤0.01%
2,016
-1,032
-34% -$35.5K
JPC icon
1522
Nuveen Preferred & Income Opportunities Fund
JPC
$2.88B
$73.4K ﹤0.01%
9,150
-194
-2% -$1.5K
VCLT icon
1523
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.87B
$72.8K ﹤0.01%
959
+9
+0.9% +$665
VOTE icon
1524
TCW Transform 500 ETF
VOTE
$1.08B
$72.7K ﹤0.01%
1,000
– –
NOVT icon
1525
Novanta
NOVT
$4.86B
$72.5K ﹤0.01%
562
+24
+4% +$2.92K
59 60
61
62 63

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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.