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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
UWM icon
1626
ProShares Ultra Russell2000
UWM
$245M
$55K ﹤0.01%
1,460
– –
BF.A icon
1627
Brown-Forman Class A
BF.A
$13.8B
$55K ﹤0.01%
2,002
+623
+45% +$20K
OMCL icon
1628
Omnicell
OMCL
$1.98B
$55K ﹤0.01%
1,870
-3,000
-62% -$89.7K
KT icon
1629
KT
KT
$8.78B
$55K ﹤0.01%
2,645
+156
+6% +$2.97K
HOG icon
1630
Harley-Davidson
HOG
$2.65B
$54.7K ﹤0.01%
2,319
+133
+6% +$3.16K
HUT
1631
Hut 8
HUT
$10.3B
$54.7K ﹤0.01%
2,941
+57
+2% +$851
OXY.WS icon
1632
Occidental Petroleum Corp Warrants
OXY.WS
$31.9B
$54.6K ﹤0.01%
2,638
– –
BATRK icon
1633
Atlanta Braves Holdings Series B
BATRK
$3.27B
$54K ﹤0.01%
1,155
– –
IEI icon
1634
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$53.8K ﹤0.01%
452
-129
-22% -$15.2K
PPC icon
1635
Pilgrim's Pride
PPC
$7.09B
$53.5K ﹤0.01%
1,189
-1,460
-55% -$71.6K
EGP icon
1636
EastGroup Properties
EGP
$11.2B
$53.5K ﹤0.01%
320
-131
-29% -$21.8K
ESLT icon
1637
Elbit Systems
ESLT
$36.6B
$53.5K ﹤0.01%
119
-100
-46% -$40.6K
JNPR
1638
DELISTED
Juniper Networks
JNPR
$53.4K ﹤0.01%
1,338
-677
-34% -$24.3K
SXT icon
1639
Sensient Technologies
SXT
$5.3B
$53.3K ﹤0.01%
541
– –
BBCA icon
1640
JPMorgan BetaBuilders Canada ETF
BBCA
$11B
$52.7K ﹤0.01%
+653
New +$49.5K
DBC icon
1641
Invesco DB Commodity Index Tracking Fund
DBC
$1.69B
$52.4K ﹤0.01%
2,405
+573
+31% +$12.3K
B
1642
Barrick Mining
B
$61.7B
$52.3K ﹤0.01%
2,515
-2,752
-52% -$53.8K
ARLP icon
1643
Alliance Resource Partners
ARLP
$3.33B
$52.3K ﹤0.01%
2,000
– –
XLG icon
1644
Invesco S&P 500 Top 50 ETF
XLG
$10.4B
$52.1K ﹤0.01%
1,000
– –
CWST icon
1645
Casella Waste Systems
CWST
$5.75B
$52K ﹤0.01%
451
-1
-0.2% -$116
SIVR icon
1646
abrdn Physical Silver Shares ETF
SIVR
$4.06B
$52K ﹤0.01%
+1,510
New +$48.4K
CSGS
1647
DELISTED
CSG Systems International
CSGS
$51.9K ﹤0.01%
794
-96
-11% -$5.99K
ZTR
1648
Virtus Total Return Fund
ZTR
$339M
$51.8K ﹤0.01%
8,315
– –
SPIB icon
1649
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$51.6K ﹤0.01%
1,537
+1,302
+554% +$43.1K
SPTI icon
1650
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.5B
$51.5K ﹤0.01%
1,789
+487
+37% +$13.9K
64 65
66
67 68

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.