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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
NWS icon
1751
News Corp Class B
NWS
$17.7B
$40.1K ﹤0.01%
1,169
-155
-12% -$4.91K
LRN icon
1752
Stride
LRN
$4.16B
$40.1K ﹤0.01%
276
+16
+6% +$2.31K
MBC icon
1753
MasterBrand
MBC
$1.09B
$40K ﹤0.01%
3,659
-300
-8% -$3.32K
MZTI
1754
The Marzetti Company
MZTI
$3.05B
$39.9K ﹤0.01%
231
+12
+5% +$2.07K
OGS icon
1755
ONE Gas
OGS
$5.01B
$39.8K ﹤0.01%
554
– –
MARA icon
1756
Marathon Digital Holdings
MARA
$3.83B
$39.7K ﹤0.01%
2,532
-468
-16% -$6.7K
STRL icon
1757
Sterling Infrastructure
STRL
$15.2B
$39.7K ﹤0.01%
172
-223
-56% -$38.9K
CMA
1758
DELISTED
Comerica
CMA
$39.7K ﹤0.01%
665
-2
-0.3% -$112
NWG icon
1759
NatWest
NWG
$69.9B
$39.6K ﹤0.01%
2,802
+236
+9% +$3.12K
BCAL icon
1760
Southern California Bancorp
BCAL
$691M
$39.5K ﹤0.01%
2,504
– –
MSTY icon
1761
YieldMax MSTR Option Income Strategy ETF
MSTY
$723M
$39K ﹤0.01%
+352
New +$38.6K
SCHP icon
1762
Schwab US TIPS ETF
SCHP
$16.4B
$39K ﹤0.01%
1,461
-1,554
-52% -$41.1K
MEGI
1763
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$785M
$38.4K ﹤0.01%
2,700
– –
EFOR
1764
Everforth Inc
EFOR
$960M
$38.3K ﹤0.01%
768
-18
-2% -$983
VLT icon
1765
Invesco High Income Trust II
VLT
$64.9M
$38.3K ﹤0.01%
3,505
– –
WTAI icon
1766
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$534M
$38.2K ﹤0.01%
1,555
– –
GLTR icon
1767
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.45B
$38.1K ﹤0.01%
276
-26
-9% -$3.47K
EZU icon
1768
iShare MSCI Eurozone ETF
EZU
$9.38B
$38.1K ﹤0.01%
641
– –
SLGN icon
1769
Silgan Holdings
SLGN
$4.51B
$38K ﹤0.01%
701
-69
-9% -$3.65K
ISTB icon
1770
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.11B
$37.9K ﹤0.01%
779
– –
NTLA icon
1771
Intellia Therapeutics
NTLA
$1.51B
$37.8K ﹤0.01%
4,025
-646
-14% -$5.3K
UFPT icon
1772
UFP Technologies
UFPT
$1.97B
$37.6K ﹤0.01%
154
– –
NMIH icon
1773
NMI Holdings
NMIH
$3.37B
$37.6K ﹤0.01%
+891
New +$33.5K
MHK icon
1774
Mohawk Industries
MHK
$6.91B
$37.5K ﹤0.01%
358
-1,352
-79% -$141K
PTA icon
1775
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$1.03B
$37.5K ﹤0.01%
1,894
-210
-10% -$4.02K
69 70
71
72 73

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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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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.