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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
EPRT icon
1551
Essential Properties Realty Trust
EPRT
$6.92B
$66.9K ﹤0.01%
2,098
+42
+2% +$1.34K
CZNC icon
1552
Citizens & Northern Corp
CZNC
$449M
$66.9K ﹤0.01%
3,532
-825
-19% -$15.6K
IPAC icon
1553
iShares Core MSCI Pacific ETF
IPAC
$2.63B
$66.9K ﹤0.01%
973
+118
+14% +$7.67K
CRI icon
1554
Carter's
CRI
$1.43B
$66.7K ﹤0.01%
2,215
-14
-0.6% -$474
ATI icon
1555
ATI
ATI
$24.8B
$66.5K ﹤0.01%
770
+84
+12% +$5.75K
TRNO icon
1556
Terreno Realty
TRNO
$7.65B
$66.4K ﹤0.01%
1,185
+436
+58% +$24.9K
KBH icon
1557
KB Home
KBH
$3.51B
$66.2K ﹤0.01%
1,251
-300
-19% -$16K
U icon
1558
Unity
U
$14.2B
$66.2K ﹤0.01%
2,736
+2,208
+418% +$48.6K
NVTS icon
1559
Navitas Semiconductor
NVTS
$2.72B
$66.1K ﹤0.01%
+10,098
New +$38.9K
TLTW icon
1560
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.87B
$65.8K ﹤0.01%
+2,839
New +$65.3K
GDDY icon
1561
GoDaddy
GDDY
$14B
$65.7K ﹤0.01%
365
-1,736
-83% -$312K
AGI icon
1562
Alamos Gold
AGI
$12.2B
$65.7K ﹤0.01%
2,474
-1,226
-33% -$32.8K
APA icon
1563
APA Corp
APA
$12.9B
$65.7K ﹤0.01%
3,590
-2,855
-44% -$49.5K
SOBO
1564
South Bow Corp
SOBO
$7.8B
$65.7K ﹤0.01%
2,534
+205
+9% +$5.21K
LVS icon
1565
Las Vegas Sands
LVS
$32.3B
$65.4K ﹤0.01%
1,503
+156
+12% +$6.07K
WMS icon
1566
Advanced Drainage Systems
WMS
$10.7B
$65.1K ﹤0.01%
567
-940
-62% -$105K
EVT icon
1567
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.07B
$65.1K ﹤0.01%
2,702
– –
TMFC icon
1568
Motley Fool 100 Index ETF
TMFC
$2.02B
$64.5K ﹤0.01%
1,000
– –
DVAX
1569
DELISTED
Dynavax Technologies
DVAX
$64.5K ﹤0.01%
6,500
– –
SMMD icon
1570
iShares Russell 2500 ETF
SMMD
$3.57B
$64.4K ﹤0.01%
950
-803
-46% -$50.9K
CRH icon
1571
CRH
CRH
$67.1B
$64.2K ﹤0.01%
699
+65
+10% +$5.93K
PICK icon
1572
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.19B
$63.9K ﹤0.01%
1,700
-2,534
-60% -$91K
FHN icon
1573
First Horizon
FHN
$12.3B
$63.8K ﹤0.01%
3,011
-30,656
-91% -$584K
EEMV icon
1574
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.4B
$63.7K ﹤0.01%
1,014
+867
+590% +$52.2K
TCBI icon
1575
Texas Capital Bancshares
TCBI
$4.3B
$63.5K ﹤0.01%
800
– –
61 62
63
64 65

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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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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.