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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
TDIV icon
1776
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.05B
$37.4K ﹤0.01%
415
+15
+4% +$1.18K
ETY icon
1777
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.24B
$37.3K ﹤0.01%
2,412
– –
GDXJ icon
1778
VanEck Junior Gold Miners ETF
GDXJ
$6.86B
$37.2K ﹤0.01%
550
-1,501
-73% -$94.9K
PR
1779
Permian Resources
PR
$17.4B
$37.2K ﹤0.01%
2,728
-699,786
-100% -$9M
NGD
1780
DELISTED
New Gold Inc
NGD
$37.1K ﹤0.01%
7,500
-6,000
-44% -$24.7K
PRGS icon
1781
Progress Software
PRGS
$1.75B
$37.1K ﹤0.01%
581
-713
-55% -$43.4K
MDU icon
1782
MDU Resources
MDU
$4.18B
$37.1K ﹤0.01%
2,223
+193
+10% +$3.25K
SUSB icon
1783
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$37K ﹤0.01%
1,470
– –
RCS
1784
PIMCO Strategic Income Fund
RCS
$242M
$37K ﹤0.01%
5,313
– –
IBOC icon
1785
International Bancshares
IBOC
$4.77B
$36.7K ﹤0.01%
551
– –
S icon
1786
SentinelOne
S
$6.35B
$36.6K ﹤0.01%
2,000
– –
GEO icon
1787
The GEO Group
GEO
$4B
$36.4K ﹤0.01%
1,520
+29
+2% +$792
REGL icon
1788
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.77B
$36.4K ﹤0.01%
+446
New +$35.6K
APTV icon
1789
Aptiv
APTV
$12.3B
$36.3K ﹤0.01%
532
-1,965
-79% -$122K
PBH icon
1790
Prestige Consumer Healthcare
PBH
$2.47B
$36.2K ﹤0.01%
453
– –
IGOV icon
1791
iShares International Treasury Bond ETF
IGOV
$1.51B
$36.2K ﹤0.01%
839
+277
+49% +$11.5K
MDYV icon
1792
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.76B
$35.9K ﹤0.01%
452
– –
NXT icon
1793
Nextpower Inc
NXT
$14.1B
$35.8K ﹤0.01%
659
+42
+7% +$2.11K
CSHI icon
1794
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.52B
$35.8K ﹤0.01%
720
– –
COLD icon
1795
Americold
COLD
$4.21B
$35.8K ﹤0.01%
2,151
-1,020
-32% -$18.5K
XPEV icon
1796
XPeng
XPEV
$12.5B
$35.8K ﹤0.01%
+2,000
New +$39K
LAUR icon
1797
Laureate Education
LAUR
$5.38B
$35.7K ﹤0.01%
+1,528
New +$32.8K
STN icon
1798
Stantec
STN
$8.17B
$35.6K ﹤0.01%
327
+42
+15% +$4.04K
DCOM icon
1799
Dime Commercial Bancshares
DCOM
$1.79B
$35.5K ﹤0.01%
1,316
-71
-5% -$1.86K
BEAM icon
1800
Beam Therapeutics
BEAM
$2.68B
$35.4K ﹤0.01%
2,083
+36
+2% +$627
70 71
72
73 74

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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.