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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
WSC icon
1826
WillScot Mobile Mini Holdings
WSC
$4.37B
$32.9K ﹤0.01%
1,201
-278
-19% -$7.41K
CGDV icon
1827
Capital Group Dividend Value ETF
CGDV
$36.8B
$32.9K ﹤0.01%
832
+107
+15% +$3.88K
SMPL icon
1828
Simply Good Foods
SMPL
$907M
$32.9K ﹤0.01%
1,040
– –
SLYV icon
1829
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.89B
$32.8K ﹤0.01%
411
-1,380
-77% -$105K
TFX icon
1830
Teleflex
TFX
$5.96B
$32.7K ﹤0.01%
276
-104
-27% -$13.1K
DAC icon
1831
Danaos Corp
DAC
$2.52B
$32.6K ﹤0.01%
378
+78
+26% +$6.4K
VCEL icon
1832
Vericel Corp
VCEL
$2.38B
$32.6K ﹤0.01%
765
+50
+7% +$2.08K
JOBY icon
1833
Joby Aviation
JOBY
$6.54B
$32.4K ﹤0.01%
3,068
-3,492
-53% -$25.3K
SLRC icon
1834
SLR Investment Corp
SLRC
$704M
$32.3K ﹤0.01%
2,000
-1
-0% -$16
TNGY
1835
Tortoise Energy ETF
TNGY
$543M
$32.3K ﹤0.01%
+3,518
New +$32.1K
FTF
1836
Franklin Limited Duration Income Trust
FTF
$231M
$32.2K ﹤0.01%
+5,016
New +$31.7K
FN icon
1837
Fabrinet
FN
$14.9B
$32.1K ﹤0.01%
109
-28
-20% -$6.24K
THRO
1838
iShares U.S. Thematic Rotation Active ETF
THRO
$6.22B
$32.1K ﹤0.01%
901
– –
TGTX icon
1839
TG Therapeutics
TGTX
$8.19B
$32K ﹤0.01%
890
+1
+0.1% +$37
IEO icon
1840
iShares US Oil & Gas Exploration & Production ETF
IEO
$566M
$31.9K ﹤0.01%
360
– –
BXMT icon
1841
Blackstone Mortgage Trust
BXMT
$2.77B
$31.9K ﹤0.01%
1,655
+155
+10% +$2.94K
GRNT icon
1842
Granite Ridge Resources
GRNT
$621M
$31.9K ﹤0.01%
+5,000
New +$27.5K
KNX icon
1843
Knight Transportation
KNX
$11.5B
$31.8K ﹤0.01%
718
-43
-6% -$1.83K
KTB icon
1844
Kontoor Brands
KTB
$4.71B
$31.7K ﹤0.01%
481
– –
TRIN icon
1845
Trinity Capital Inc.
TRIN
$1.58B
$31.7K ﹤0.01%
2,253
– –
YYY icon
1846
Amplify CEF High Income ETF
YYY
$719M
$31.7K ﹤0.01%
+2,707
New +$30.5K
CC icon
1847
Chemours
CC
$2.48B
$31.7K ﹤0.01%
2,768
-509
-16% -$5.74K
EGY icon
1848
Vaalco Energy
EGY
$562M
$31.4K ﹤0.01%
8,700
– –
CRUS icon
1849
Cirrus Logic
CRUS
$6.76B
$31.4K ﹤0.01%
301
-528
-64% -$51.7K
XERS icon
1850
Xeris Biopharma Holdings
XERS
$1.45B
$31.1K ﹤0.01%
6,664
– –
72 73
74
75 76

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CWM
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VRS
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FAF
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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.