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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
AUB icon
1801
Atlantic Union Bankshares
AUB
$6.05B
$35.4K ﹤0.01%
1,131
– –
SIGI icon
1802
Selective Insurance
SIGI
$5.76B
$35.4K ﹤0.01%
408
+35
+9% +$3.07K
LSTR icon
1803
Landstar System
LSTR
$6.03B
$35.3K ﹤0.01%
254
-7
-3% -$971
ECG
1804
Everus Construction Group
ECG
$5.57B
$35.3K ﹤0.01%
555
– –
JHEM icon
1805
John Hancock Multifactor Emerging Markets ETF
JHEM
$949M
$35.2K ﹤0.01%
+1,205
New +$33K
CSW
1806
CSW Industrials
CSW
$4.44B
$35K ﹤0.01%
122
-4
-3% -$1.21K
FDMO icon
1807
Fidelity Momentum Factor ETF
FDMO
$892M
$34.9K ﹤0.01%
460
– –
MHO icon
1808
M/I Homes
MHO
$3.95B
$34.6K ﹤0.01%
309
-92
-23% -$9.99K
BATRA icon
1809
Atlanta Braves Holdings Series A
BATRA
$3.51B
$34.6K ﹤0.01%
703
– –
SII
1810
Sprott
SII
$2.68B
$34.5K ﹤0.01%
500
– –
ELME
1811
Elme Communities
ELME
$145M
$34.3K ﹤0.01%
2,158
-1,000
-32% -$15.9K
AZEK
1812
DELISTED
The AZEK Co
AZEK
$34.3K ﹤0.01%
631
-2,211
-78% -$111K
ALRM icon
1813
Alarm.com
ALRM
$2.75B
$34.3K ﹤0.01%
606
+593
+4,562% +$32.9K
MSGS icon
1814
Madison Square Garden
MSGS
$9.59B
$34.3K ﹤0.01%
164
-132
-45% -$25.4K
CSWC icon
1815
Capital Southwest
CSWC
$1.47B
$34.2K ﹤0.01%
1,551
-1
-0.1% -$21
CIBR icon
1816
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.9B
$34K ﹤0.01%
450
+132
+42% +$9.05K
NCNO icon
1817
nCino
NCNO
$2.06B
$33.8K ﹤0.01%
1,210
-65
-5% -$1.62K
CHH icon
1818
Choice Hotels
CHH
$5.26B
$33.8K ﹤0.01%
266
-308
-54% -$38.9K
LENZ
1819
LENZ Therapeutics
LENZ
$179M
$33.6K ﹤0.01%
1,146
– –
BWIN
1820
Baldwin Insurance Group
BWIN
$2.75B
$33.5K ﹤0.01%
783
– –
LIVN icon
1821
LivaNova
LIVN
$4.47B
$33.5K ﹤0.01%
744
-5
-0.7% -$206
PFS icon
1822
Provident Financial Services
PFS
$3.14B
$33.5K ﹤0.01%
1,910
– –
MBWM icon
1823
Mercantile Bank Corp
MBWM
$1.04B
$33.1K ﹤0.01%
713
– –
BAP icon
1824
Credicorp
BAP
$30.5B
$33.1K ﹤0.01%
148
+12
+9% +$2.43K
GSG icon
1825
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1B
$33.1K ﹤0.01%
1,500
– –
71 72
73
74 75

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Comerica Bank
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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
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
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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.