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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
CHPT icon
1601
ChargePoint
CHPT
$134M
$58.6K ﹤0.01%
4,167
+4,150
+24,412% +$55.6K
TEVA icon
1602
Teva Pharmaceuticals
TEVA
$40.3B
$58.3K ﹤0.01%
3,480
– –
SUI icon
1603
Sun Communities
SUI
$15.7B
$58.3K ﹤0.01%
461
-70
-13% -$8.68K
JLL icon
1604
Jones Lang LaSalle
JLL
$15.8B
$58.1K ﹤0.01%
227
+27
+14% +$6.19K
CWI icon
1605
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.7B
$58K ﹤0.01%
1,776
– –
SRAD icon
1606
Sportradar
SRAD
$4.43B
$57.9K ﹤0.01%
+2,061
New +$48.9K
MLPA icon
1607
Global X MLP ETF
MLPA
$2.27B
$57.2K ﹤0.01%
+1,140
New +$56.8K
BAB icon
1608
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
$57.2K ﹤0.01%
2,155
– –
HPS
1609
John Hancock Preferred Income Fund III
HPS
$455M
$57K ﹤0.01%
4,000
– –
ETHU
1610
2x Ether ETF
ETHU
$735M
$57K ﹤0.01%
+1,007
New +$48.2K
GOF icon
1611
Guggenheim Strategic Opportunities Fund
GOF
$2.2B
$57K ﹤0.01%
3,826
-999
-21% -$14.6K
TKO icon
1612
TKO Group
TKO
$14.1B
$57K ﹤0.01%
313
-176
-36% -$28.3K
FNDC icon
1613
Schwab Fundamental International Small Company Index ETF
FNDC
$2.99B
$56.9K ﹤0.01%
1,352
-508
-27% -$19.7K
EAT icon
1614
Brinker International
EAT
$8.83B
$56.8K ﹤0.01%
315
-50
-14% -$7.85K
FDRR icon
1615
Fidelity Dividend ETF for Rising Rates
FDRR
$730M
$56.7K ﹤0.01%
1,046
– –
SITE icon
1616
SiteOne Landscape Supply
SITE
$4.15B
$56.7K ﹤0.01%
469
-17
-3% -$2.01K
GRBK icon
1617
Green Brick Partners
GRBK
$3.08B
$56.7K ﹤0.01%
901
+1
+0.1% +$59
NTGR icon
1618
NETGEAR
NTGR
$611M
$56.6K ﹤0.01%
1,948
-2,567
-57% -$69K
BXP icon
1619
Boston Properties
BXP
$11.6B
$56K ﹤0.01%
830
+287
+53% +$19.1K
SPSB icon
1620
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$55.9K ﹤0.01%
1,850
-266
-13% -$7.98K
BUD icon
1621
AB InBev
BUD
$164B
$55.8K ﹤0.01%
812
+253
+45% +$17K
GLOB icon
1622
Globant
GLOB
$1.65B
$55.8K ﹤0.01%
614
-100
-14% -$10.7K
PTNQ icon
1623
Pacer Trendpilot 100 ETF
PTNQ
$1.16B
$55.5K ﹤0.01%
777
-223
-22% -$15.1K
ZM icon
1624
Zoom
ZM
$27.1B
$55.4K ﹤0.01%
710
-557
-44% -$43.1K
CHRW icon
1625
C.H. Robinson
CHRW
$20.5B
$55.2K ﹤0.01%
575
+10
+2% +$937
63 64
65
66 67

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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.