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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
TSLX icon
1651
Sixth Street Specialty
TSLX
$1.67B
$51K ﹤0.01%
2,144
– –
UHAL.B icon
1652
U-Haul Holding Co Series N
UHAL.B
$12.4B
$50.9K ﹤0.01%
936
-87
-9% -$4.86K
PGHY icon
1653
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$222M
$50.7K ﹤0.01%
+2,551
New +$50K
ACHR icon
1654
Archer Aviation
ACHR
$3.42B
$50.6K ﹤0.01%
4,668
+19
+0.4% +$178
OGE icon
1655
OGE Energy
OGE
$9.86B
$50.6K ﹤0.01%
1,140
-1,158
-50% -$51.4K
ESGD icon
1656
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$50.6K ﹤0.01%
567
– –
IMRX icon
1657
Immuneering
IMRX
$262M
$50.5K ﹤0.01%
15,000
+5,000
+50% +$8.57K
AVUS icon
1658
Avantis US Equity ETF
AVUS
$13.7B
$50.4K ﹤0.01%
500
– –
MWA icon
1659
Mueller Water Products
MWA
$3.94B
$50.3K ﹤0.01%
2,092
-291
-12% -$7.2K
FQAL icon
1660
Fidelity Quality Factor ETF
FQAL
$1.4B
$50.3K ﹤0.01%
+722
New +$47.1K
SOXL icon
1661
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$13.4B
$50.2K ﹤0.01%
2,000
-43,111
-96% -$693K
IVES
1662
Dan IVES Wedbush AI Revolution ETF
IVES
$942M
$50.2K ﹤0.01%
+1,850
New +$48.4K
FLRN icon
1663
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.07B
$50.1K ﹤0.01%
1,625
– –
TGNA
1664
DELISTED
TEGNA Inc
TGNA
$50K ﹤0.01%
2,983
-3,200
-52% -$53.2K
VNQI icon
1665
Vanguard Global ex-US Real Estate ETF
VNQI
$3.51B
$50K ﹤0.01%
1,083
-606
-36% -$26.2K
BAC.PRL icon
1666
Bank of America Series L
BAC.PRL
$3.93B
$49.7K ﹤0.01%
41
– –
SLAB icon
1667
Silicon Laboratories
SLAB
$7.14B
$49.7K ﹤0.01%
337
-96
-22% -$11.4K
SPHY icon
1668
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.5B
$49.6K ﹤0.01%
2,086
+423
+25% +$9.84K
TKC icon
1669
Turkcell
TKC
$4.7B
$49.4K ﹤0.01%
8,166
+316
+4% +$1.92K
CNM icon
1670
Core & Main
CNM
$7.93B
$49.3K ﹤0.01%
817
-8,092
-91% -$433K
EHC icon
1671
Encompass Health
EHC
$11.3B
$49.3K ﹤0.01%
402
-325
-45% -$37.1K
ITM icon
1672
VanEck Intermediate Muni ETF
ITM
$2.14B
$49.1K ﹤0.01%
1,080
– –
NNN icon
1673
NNN REIT
NNN
$9.29B
$49.1K ﹤0.01%
1,136
-482
-30% -$20K
SPSC icon
1674
SPS Commerce
SPSC
$2.55B
$49K ﹤0.01%
360
-7
-2% -$970
LVHD icon
1675
Franklin US Low Volatility High Dividend Index ETF
LVHD
$640M
$48.3K ﹤0.01%
+1,211
New +$47.9K
65 66
67
68 69

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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.