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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
REG icon
1726
Regency Centers
REG
$14.9B
$43.2K ﹤0.01%
607
-52
-8% -$3.72K
COLM icon
1727
Columbia Sportswear
COLM
$3.25B
$43.1K ﹤0.01%
705
-2
-0.3% -$129
XIFR
1728
XPLR Infrastructure LP
XIFR
$1.04B
$42.9K ﹤0.01%
5,231
-450
-8% -$3.91K
LFUS icon
1729
Littelfuse
LFUS
$10.4B
$42.9K ﹤0.01%
189
-33
-15% -$6.51K
ELTX icon
1730
Elicio Therapeutics
ELTX
$75.9M
$42.6K ﹤0.01%
7,000
– –
EXLS icon
1731
EXL Service
EXLS
$5.5B
$42.4K ﹤0.01%
969
-51
-5% -$2.33K
BUSE icon
1732
First Busey Corp
BUSE
$2.6B
$42.3K ﹤0.01%
1,850
-11,127
-86% -$241K
SMFG icon
1733
Sumitomo Mitsui Financial
SMFG
$159B
$42.3K ﹤0.01%
2,800
+242
+9% +$3.48K
AVTR icon
1734
Avantor
AVTR
$9.82B
$42.3K ﹤0.01%
3,143
-2,690
-46% -$36.8K
KBE icon
1735
State Street SPDR S&P Bank ETF
KBE
$1.64B
$42.2K ﹤0.01%
757
-22,883
-97% -$1.19M
LIT icon
1736
Global X Lithium & Battery Tech ETF
LIT
$1.46B
$42.2K ﹤0.01%
1,099
-100
-8% -$3.69K
FNF icon
1737
Fidelity National Financial
FNF
$14.4B
$41.5K ﹤0.01%
740
+277
+60% +$16.2K
URA icon
1738
Global X Uranium ETF
URA
$5.21B
$41.4K ﹤0.01%
1,067
+926
+657% +$26.9K
FSV icon
1739
FirstService
FSV
$6.55B
$41.4K ﹤0.01%
237
+18
+8% +$3.12K
ETSY icon
1740
Etsy
ETSY
$8.12B
$40.9K ﹤0.01%
816
-830
-50% -$41.3K
STAA icon
1741
STAAR Surgical
STAA
$1.19B
$40.7K ﹤0.01%
2,426
-849
-26% -$15K
KTOS icon
1742
Kratos Defense & Security Solutions
KTOS
$8.23B
$40.7K ﹤0.01%
876
+3
+0.3% +$109
XHR
1743
Xenia Hotels & Resorts
XHR
$2.01B
$40.7K ﹤0.01%
3,236
+1,194
+58% +$13.7K
HTZ icon
1744
Hertz
HTZ
$527M
$40.7K ﹤0.01%
+5,952
New +$37.1K
PZZA icon
1745
Papa John's
PZZA
$1.01B
$40.6K ﹤0.01%
830
-50
-6% -$2.04K
MATX icon
1746
Matsons
MATX
$6.11B
$40.5K ﹤0.01%
364
-1
-0.3% -$109
BBN icon
1747
BlackRock Taxable Municipal Bond Trust
BBN
$971M
$40.4K ﹤0.01%
2,510
-10
-0.4% -$159
PPT
1748
Franklin Premier Income Trust
PPT
$323M
$40.2K ﹤0.01%
10,963
-1,725
-14% -$6.25K
IBP icon
1749
Installed Building Products
IBP
$6.21B
$40.2K ﹤0.01%
223
+23
+12% +$3.83K
SUSA icon
1750
iShares ESG Optimized MSCI USA ETF
SUSA
$3.95B
$40.2K ﹤0.01%
317
– –
68 69
70
71 72

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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
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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.