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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
TPVG icon
1851
TriplePoint Venture Growth BDC
TPVG
$184M
$31.1K ﹤0.01%
4,430
-1
-0% -$7
STNC icon
1852
Hennessy Sustainable ETF
STNC
$91.6M
$31K ﹤0.01%
1,006
– –
CRVL icon
1853
CorVel
CRVL
$3.18B
$31K ﹤0.01%
302
-79
-21% -$8.71K
PDO
1854
PIMCO Dynamic Income Opportunities Fund
PDO
$1.85B
$31K ﹤0.01%
2,300
-2,001
-47% -$26.7K
ULS icon
1855
UL Solutions
ULS
$18.6B
$31K ﹤0.01%
425
+40
+10% +$2.62K
FCPT icon
1856
Four Corners Property Trust
FCPT
$2.89B
$30.9K ﹤0.01%
1,148
-90,197
-99% -$2.48M
TOWN icon
1857
Towne Bank
TOWN
$3.54B
$30.7K ﹤0.01%
899
+4
+0.4% +$133
ECC
1858
Eagle Point Credit Company
ECC
$497M
$30.6K ﹤0.01%
4,000
-1
-0% -$8
POWI icon
1859
Power Integrations
POWI
$3.15B
$30.6K ﹤0.01%
548
-69
-11% -$3.54K
CX icon
1860
Cemex
CX
$16.9B
$30.5K ﹤0.01%
4,408
+413
+10% +$2.62K
SPXC icon
1861
SPX Corp
SPXC
$9.39B
$30.5K ﹤0.01%
182
-129
-41% -$18.9K
CTA icon
1862
Simplify Managed Futures Strategy ETF
CTA
$1.57B
$30.5K ﹤0.01%
1,139
-275
-19% -$7.64K
BNTX icon
1863
BioNTech
BNTX
$23.5B
$30.4K ﹤0.01%
286
– –
IEF icon
1864
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$30.3K ﹤0.01%
317
+308
+3,422% +$29.1K
LTH icon
1865
Life Time Group Holdings
LTH
$10.2B
$30.3K ﹤0.01%
1,000
– –
EBC icon
1866
Eastern Bankshares
EBC
$5.27B
$30.3K ﹤0.01%
1,983
– –
DNP icon
1867
DNP Select Income Fund
DNP
$4.14B
$30.1K ﹤0.01%
3,076
-1,162
-27% -$11.2K
HST icon
1868
Host Hotels & Resorts
HST
$17.5B
$30.1K ﹤0.01%
1,959
-1,384
-41% -$20.5K
VOOV icon
1869
Vanguard S&P 500 Value ETF
VOOV
$6.61B
$30K ﹤0.01%
159
+2
+1% +$360
CVCO icon
1870
Cavco Industries
CVCO
$4.36B
$30K ﹤0.01%
69
-1,709
-96% -$801K
UGL icon
1871
ProShares Ultra Gold
UGL
$649M
$29.8K ﹤0.01%
860
+60
+8% +$2.08K
NANC icon
1872
Unusual Whales Subversive Democratic Trading ETF
NANC
$268M
$29.8K ﹤0.01%
711
+367
+107% +$13.9K
MOH icon
1873
Molina Healthcare
MOH
$10.4B
$29.8K ﹤0.01%
100
-82
-45% -$25.8K
FLNG icon
1874
FLEX LNG
FLNG
$1.69B
$29.6K ﹤0.01%
1,348
-20
-1% -$469
MAA icon
1875
Mid-America Apartment Communities
MAA
$16B
$29.6K ﹤0.01%
200
-104
-34% -$16.2K
73 74
75
76 77

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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.