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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
DKS icon
151
Dick's Sporting Goods
DKS
$18.4B
$81.7M 0.15%
412,879
-5,276
-1% -$978K
SNOW icon
152
Snowflake
SNOW
$92.9B
$78.7M 0.14%
351,580
+85,608
+32% +$15.5M
VEEV icon
153
Veeva Systems
VEEV
$30.3B
$76.4M 0.14%
265,201
-6,666
-2% -$1.65M
AZO icon
154
AutoZone
AZO
$48.3B
$75.2M 0.13%
20,269
-561
-3% -$2.07M
IRM icon
155
Iron Mountain
IRM
$38.2B
$75.2M 0.13%
733,249
-3,606
-0.5% -$340K
DDOG icon
156
Datadog
DDOG
$87.9B
$75.1M 0.13%
559,256
-14,330
-2% -$1.59M
CAH icon
157
Cardinal Health
CAH
$53.4B
$75.1M 0.13%
447,130
+880
+0.2% +$131K
HUBS icon
158
HubSpot
HUBS
$10.5B
$73.4M 0.13%
131,894
-5,308
-4% -$3.11M
RCL icon
159
Royal Caribbean
RCL
$78.7B
$71.5M 0.13%
228,209
+218,980
+2,373% +$52.1M
SAN icon
160
Banco Santander
SAN
$194B
$71.4M 0.13%
8,605,849
-680,074
-7% -$5.06M
CEG icon
161
Constellation Energy
CEG
$98B
$71.3M 0.13%
220,955
+65,771
+42% +$17.4M
ALNY icon
162
Alnylam Pharmaceuticals
ALNY
$36.3B
$71.2M 0.13%
218,329
+12,818
+6% +$3.55M
DKNG icon
163
DraftKings
DKNG
$11.4B
$70.9M 0.13%
1,653,448
+676,164
+69% +$24.2M
SHEL icon
164
Shell
SHEL
$245B
$69.4M 0.12%
985,020
+17,669
+2% +$1.18M
EQIX icon
165
Equinix
EQIX
$107B
$69.1M 0.12%
86,906
-1,240
-1% -$1.05M
RSP icon
166
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
$68.8M 0.12%
378,661
+17,177
+5% +$2.96M
TXN icon
167
Texas Instruments
TXN
$255B
$68.8M 0.12%
331,205
-2,454
-0.7% -$436K
AXP icon
168
American Express
AXP
$223B
$67.3M 0.12%
210,963
-2,634
-1% -$741K
WM icon
169
Waste Management
WM
$95.9B
$66M 0.12%
288,643
+230,926
+400% +$53.6M
ROL icon
170
Rollins
ROL
$18.6B
$65.5M 0.12%
1,160,559
+5,380
+0.5% +$302K
NOW icon
171
ServiceNow
NOW
$102B
$65M 0.12%
316,155
+210,800
+200% +$39.8M
MTDR icon
172
Matador Resources
MTDR
$6.31B
$64.6M 0.12%
1,353,585
+483,081
+55% +$21.3M
BIPC icon
173
Brookfield Infrastructure
BIPC
$5.11B
$63.8M 0.11%
1,534,158
+6,018
+0.4% +$232K
UPS icon
174
United Parcel Service
UPS
$97.6B
$62.3M 0.11%
617,110
+298,364
+94% +$29.4M
AAXJ icon
175
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.65B
$61.1M 0.11%
739,956
-16,863
-2% -$1.29M
5 6
7
8 9

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.