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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
ZIM icon
1676
ZIM Integrated Shipping Services
ZIM
$2.96B
$48.3K ﹤0.01%
3,000
+2,000
+200% +$31.5K
HAE icon
1677
Haemonetics
HAE
$3.88B
$48.2K ﹤0.01%
646
– –
ANIX icon
1678
Anixa Biosciences
ANIX
$118M
$48.2K ﹤0.01%
+14,600
New +$41.7K
FR icon
1679
First Industrial Realty Trust
FR
$8.66B
$48.1K ﹤0.01%
1,000
-601
-38% -$29.3K
RXST icon
1680
RxSight
RXST
$254M
$48K ﹤0.01%
3,690
-30
-0.8% -$451
SPYD icon
1681
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.76B
$47.9K ﹤0.01%
1,128
+1,123
+22,460% +$47.2K
NVG icon
1682
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.67B
$47.7K ﹤0.01%
4,000
– –
PDT
1683
John Hancock Premium Dividend Fund
PDT
$635M
$47.7K ﹤0.01%
+3,623
New +$46.1K
PSI icon
1684
Invesco Semiconductors ETF
PSI
$2.03B
$47.7K ﹤0.01%
795
– –
PTLO icon
1685
Portillo's
PTLO
$345M
$47.6K ﹤0.01%
4,076
-65
-2% -$750
TLH icon
1686
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$47.4K ﹤0.01%
467
-490
-51% -$49.2K
POWR
1687
iShares U.S. Power Infrastructure ETF
POWR
$427M
$47.4K ﹤0.01%
2,000
– –
CUBE icon
1688
CubeSmart
CUBE
$9.61B
$47.4K ﹤0.01%
1,115
-328
-23% -$13.6K
SPTL icon
1689
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.5B
$47.2K ﹤0.01%
1,776
+1,641
+1,216% +$43.1K
HNI icon
1690
HNI Corp
HNI
$3.08B
$46.9K ﹤0.01%
954
+724
+315% +$32.8K
ESE icon
1691
ESCO Technologies
ESE
$7.77B
$46.8K ﹤0.01%
244
-38
-13% -$6.5K
SMG icon
1692
ScottsMiracle-Gro
SMG
$4.09B
$46.8K ﹤0.01%
709
-158
-18% -$9.13K
GLPI icon
1693
Gaming and Leisure Properties
GLPI
$13B
$46.6K ﹤0.01%
999
-1,097
-52% -$51.8K
UI icon
1694
Ubiquiti
UI
$31.6B
$46.5K ﹤0.01%
113
-22
-16% -$8.01K
FRME icon
1695
First Merchants
FRME
$2.69B
$46.5K ﹤0.01%
1,214
+220
+22% +$8.14K
DXJ icon
1696
WisdomTree Japan Hedged Equity Fund
DXJ
$7.07B
$46.4K ﹤0.01%
406
– –
MFIC icon
1697
MidCap Financial Investment
MFIC
$801M
$46.4K ﹤0.01%
3,675
– –
TEM
1698
Tempus AI
TEM
$7.48B
$46.3K ﹤0.01%
729
-127
-15% -$7.28K
FSMD icon
1699
Fidelity Small-Mid Multifactor ETF
FSMD
$2.47B
$46.3K ﹤0.01%
+1,116
New +$44K
OR icon
1700
OR Royalties Inc
OR
$5.53B
$46.3K ﹤0.01%
1,800
– –
66 67
68
69 70

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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.