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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
TECH icon
1526
Bio-Techne
TECH
$11.2B
$72.3K ﹤0.01%
1,406
-3,476
-71% -$175K
EMBC icon
1527
Embecta
EMBC
$220M
$71.6K ﹤0.01%
7,392
-571
-7% -$6.42K
HRTG icon
1528
Heritage Insurance Holdings
HRTG
$902M
$71.6K ﹤0.01%
2,870
– –
SIBN icon
1529
SI-BONE Inc
SIBN
$810M
$71.5K ﹤0.01%
3,800
+100
+3% +$1.66K
FHLC icon
1530
Fidelity MSCI Health Care Index ETF
FHLC
$3.36B
$71.5K ﹤0.01%
1,118
-914
-45% -$58.2K
THS
1531
DELISTED
Treehouse Foods
THS
$71.3K ﹤0.01%
3,674
– –
AOR icon
1532
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.62B
$71.3K ﹤0.01%
1,158
– –
SAMT icon
1533
Strategas Macro Thematic Opportunities ETF
SAMT
$853M
$71.3K ﹤0.01%
2,070
– –
MRCC
1534
DELISTED
Monroe Capital Corp
MRCC
$70.6K ﹤0.01%
11,104
– –
FXH icon
1535
First Trust Health Care AlphaDEX Fund
FXH
$1.04B
$70.5K ﹤0.01%
680
– –
AFRM icon
1536
Affirm
AFRM
$23.8B
$70.1K ﹤0.01%
1,014
+565
+126% +$29.3K
SPGP icon
1537
Invesco S&P 500 GARP ETF
SPGP
$2.25B
$70K ﹤0.01%
650
+235
+57% +$23.4K
BF.B icon
1538
Brown-Forman Class B
BF.B
$13.5B
$69.8K ﹤0.01%
2,594
-782
-23% -$25.1K
CRDO icon
1539
Credo Technology Group
CRDO
$33.3B
$69.4K ﹤0.01%
750
-12,547
-94% -$732K
BBIO icon
1540
BridgeBio Pharma
BBIO
$16.5B
$69.2K ﹤0.01%
1,603
-1,697
-51% -$61.7K
R icon
1541
Ryder
R
$9.8B
$69K ﹤0.01%
434
-277
-39% -$40.7K
SCCO icon
1542
Southern Copper
SCCO
$136B
$69K ﹤0.01%
708
-30
-4% -$2.64K
CAG icon
1543
Conagra Brands
CAG
$7.45B
$69K ﹤0.01%
3,370
-681
-17% -$16K
IVLU icon
1544
iShares MSCI Intl Value Factor ETF
IVLU
$4.32B
$68.8K ﹤0.01%
2,092
+2,091
+209,100% +$65.8K
TMHC
1545
DELISTED
Taylor Morrison
TMHC
$68.8K ﹤0.01%
1,120
-189
-14% -$11K
GTLB icon
1546
GitLab
GTLB
$5.87B
$68.7K ﹤0.01%
1,522
-228,563
-99% -$10.5M
SPH icon
1547
Suburban Propane Partners
SPH
$1.23B
$68.5K ﹤0.01%
3,698
– –
MUNI icon
1548
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.06B
$68.2K ﹤0.01%
1,328
– –
DBMF icon
1549
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.01B
$67.4K ﹤0.01%
2,621
– –
ICSH icon
1550
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.06B
$67.1K ﹤0.01%
1,323
-3,035
-70% -$153K
60 61
62
63 64

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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.