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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
LOGI icon
1876
Logitech
LOGI
$14.8B
$29.5K ﹤0.01%
327
+10
+3% +$811
GAUZ
1877
Gauzy
GAUZ
$5.72M
$29.3K ﹤0.01%
3,470
– –
PLXS icon
1878
Plexus
PLXS
$6.43B
$29.2K ﹤0.01%
216
+11
+5% +$1.41K
VUZI icon
1879
Vuzix
VUZI
$178M
$29.2K ﹤0.01%
10,000
– –
PTIR
1880
GraniteShares 2x Long PLTR Daily ETF
PTIR
$280M
$29.2K ﹤0.01%
+1,500
New +$23.4K
ENPH icon
1881
Enphase Energy
ENPH
$4.62B
$29K ﹤0.01%
732
-484
-40% -$22.4K
AMRZ
1882
Amrize Ltd
AMRZ
$27.4B
$29K ﹤0.01%
+584
New +$29.5K
ESPO icon
1883
VanEck Video Gaming and eSports ETF
ESPO
$251M
$28.9K ﹤0.01%
264
-90
-25% -$8.76K
DLB icon
1884
Dolby
DLB
$4.97B
$28.9K ﹤0.01%
389
-571
-59% -$42.7K
VIRT icon
1885
Virtu Financial
VIRT
$5.04B
$28.7K ﹤0.01%
640
-308
-32% -$12.4K
SKYW icon
1886
Skywest
SKYW
$4.35B
$28.6K ﹤0.01%
278
-326
-54% -$31K
QDF icon
1887
FlexShares Quality Dividend Index Fund
QDF
$2.2B
$28.6K ﹤0.01%
391
– –
NJR icon
1888
New Jersey Resources
NJR
$6B
$28.5K ﹤0.01%
635
+9
+1% +$422
PREF icon
1889
Principal Spectrum Preferred Securities Active ETF
PREF
$1.77B
$28.5K ﹤0.01%
1,500
– –
MLGO
1890
MicroAlgo
MLGO
$43.1M
$28.4K ﹤0.01%
+1,857
New +$303K
TMFE icon
1891
Motley Fool Capital Efficiency 100 Index ETF
TMFE
$77.1M
$28.1K ﹤0.01%
1,000
– –
DOCU
1892
DocuSign
DOCU
$11.1B
$28.1K ﹤0.01%
361
-1,290
-78% -$104K
GGAL icon
1893
Galicia Financial Group
GGAL
$7.89B
$28.1K ﹤0.01%
557
+17
+3% +$973
VONV icon
1894
Vanguard Russell 1000 Value ETF
VONV
$20.5B
$28K ﹤0.01%
329
– –
FDL icon
1895
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.89B
$28K ﹤0.01%
+669
New +$27.6K
OCSL icon
1896
Oaktree Specialty Lending
OCSL
$1.05B
$28K ﹤0.01%
2,050
– –
OMF icon
1897
OneMain Financial
OMF
$7.27B
$27.8K ﹤0.01%
487
+10
+2% +$499
ELAN icon
1898
Elanco Animal Health
ELAN
$13.2B
$27.7K ﹤0.01%
1,939
-236
-11% -$2.76K
SMA
1899
SmartStop Self Storage REIT
SMA
$1.93B
$27.5K ﹤0.01%
+760
New +$26.8K
TMF icon
1900
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.22B
$27.5K ﹤0.01%
700
– –
74 75
76
77 78

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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
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BGIM
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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.