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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
BKIE icon
1701
BNY Mellon International Equity ETF
BKIE
$1.28B
$45.8K ﹤0.01%
+1,596
New +$43K
DOCS icon
1702
Doximity
DOCS
$3.89B
$45.6K ﹤0.01%
744
+178
+31% +$9.93K
AMRC icon
1703
Ameresco
AMRC
$980M
$45.6K ﹤0.01%
3,000
– –
IEV icon
1704
iShares Europe ETF
IEV
$1.64B
$45.3K ﹤0.01%
717
+316
+79% +$19.2K
PNNT
1705
Pennant Park Investment Corp
PNNT
$220M
$45.1K ﹤0.01%
6,600
– –
DBP icon
1706
Invesco DB Precious Metals Fund
DBP
$236M
$45.1K ﹤0.01%
600
– –
VMI icon
1707
Valmont Industries
VMI
$8.86B
$45.1K ﹤0.01%
138
-101
-42% -$31K
ATMU icon
1708
Atmus Filtration Technologies
ATMU
$4.12B
$44.9K ﹤0.01%
1,234
– –
WTM icon
1709
White Mountains Insurance
WTM
$5.33B
$44.9K ﹤0.01%
25
-8
-24% -$14.2K
GUNR icon
1710
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.19B
$44.9K ﹤0.01%
1,119
-215
-16% -$8.3K
ADPT icon
1711
Adaptive Biotechnologies
ADPT
$3.61B
$44.8K ﹤0.01%
3,845
– –
PDP icon
1712
Invesco Dorsey Wright Momentum ETF
PDP
$1.38B
$44.5K ﹤0.01%
410
– –
AFLG icon
1713
First Trust Active Factor Large Cap ETF
AFLG
$693M
$44.4K ﹤0.01%
+1,223
New +$41.6K
URNM icon
1714
Sprott Uranium Miners ETF
URNM
$1.71B
$44.4K ﹤0.01%
926
+500
+117% +$19K
FTDR icon
1715
Frontdoor
FTDR
$5.27B
$44.3K ﹤0.01%
751
+565
+304% +$28.3K
SGDM icon
1716
Sprott Gold Miners ETF
SGDM
$542M
$44.2K ﹤0.01%
978
+728
+291% +$30.7K
CRK icon
1717
Comstock Resources
CRK
$3.7B
$44.2K ﹤0.01%
1,598
+1,473
+1,178% +$33.5K
JUST icon
1718
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$546M
$44K ﹤0.01%
500
– –
WHD icon
1719
Cactus
WHD
$3.63B
$43.8K ﹤0.01%
1,002
+375
+60% +$15.7K
AKAM icon
1720
Akamai
AKAM
$15.6B
$43.8K ﹤0.01%
549
-1,447
-72% -$112K
NTSX icon
1721
WisdomTree US Efficient Core Fund
NTSX
$1.33B
$43.8K ﹤0.01%
874
– –
PLYM
1722
DELISTED
Plymouth Industrial REIT
PLYM
$43.5K ﹤0.01%
2,710
+9
+0.3% +$141
JQC icon
1723
Nuveen Credit Strategies Income Fund
JQC
$705M
$43.5K ﹤0.01%
8,061
+79
+1% +$413
PTY icon
1724
PIMCO Corporate & Income Opportunity Fund
PTY
$2.46B
$43.4K ﹤0.01%
3,122
-1
-0% -$14
NLY icon
1725
Annaly Capital Management
NLY
$17.3B
$43.4K ﹤0.01%
2,307
-11
-0.5% -$209
67 68
69
70 71

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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.