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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
PRGO icon
1901
Perrigo
PRGO
$1.44B
$27.2K ﹤0.01%
1,019
-91
-8% -$2.38K
RRC icon
1902
Range Resources
RRC
$9.33B
$27.2K ﹤0.01%
668
+374
+127% +$14.1K
VRNS icon
1903
Varonis Systems
VRNS
$4.67B
$27.2K ﹤0.01%
535
-122
-19% -$5.55K
OLN icon
1904
Olin
OLN
$2.53B
$27.1K ﹤0.01%
1,350
-264
-16% -$5.48K
VALE icon
1905
Vale
VALE
$62.3B
$27.1K ﹤0.01%
2,788
-33
-1% -$311
JD icon
1906
JD.com
JD
$43.5B
$27K ﹤0.01%
827
-459
-36% -$15.7K
PAG icon
1907
Penske Automotive Group
PAG
$14.7B
$27K ﹤0.01%
157
-86
-35% -$13.8K
FL
1908
DELISTED
Foot Locker
FL
$26.9K ﹤0.01%
1,100
-115
-9% -$2.09K
AVEM icon
1909
Avantis Emerging Markets Equity ETF
AVEM
$24.4B
$26.9K ﹤0.01%
+393
New +$24.8K
CNS icon
1910
Cohen & Steers
CNS
$4.2B
$26.8K ﹤0.01%
356
– –
WDI
1911
Western Asset Diversified Income Fund
WDI
$673M
$26.7K ﹤0.01%
1,800
– –
GFF icon
1912
Griffon
GFF
$4.02B
$26.6K ﹤0.01%
367
– –
VOD icon
1913
Vodafone
VOD
$37.1B
$26.5K ﹤0.01%
2,489
– –
AHR icon
1914
American Healthcare REIT
AHR
$11.1B
$26.4K ﹤0.01%
719
-9,480
-93% -$315K
CNXN icon
1915
PC Connection
CNXN
$2.09B
$26.3K ﹤0.01%
400
– –
GXO icon
1916
GXO Logistics
GXO
$5.93B
$26.2K ﹤0.01%
538
-3,066
-85% -$122K
PEGA icon
1917
Pegasystems
PEGA
$5.09B
$26.2K ﹤0.01%
484
-256
-35% -$11.6K
PDEX icon
1918
Pro-Dex
PDEX
$175M
$26.2K ﹤0.01%
600
– –
THO icon
1919
Thor Industries
THO
$4.06B
$26.1K ﹤0.01%
294
+8
+3% +$632
JBHT icon
1920
JB Hunt Transport Services
JBHT
$25.9B
$26K ﹤0.01%
181
-160
-47% -$22.1K
DFIN icon
1921
Donnelley Financial Solutions
DFIN
$1.28B
$26K ﹤0.01%
421
-42
-9% -$2.17K
CARE icon
1922
Carter Bankshares
CARE
$765M
$25.8K ﹤0.01%
1,490
– –
UMAC icon
1923
Unusual Machines
UMAC
$825M
$25.7K ﹤0.01%
3,000
+2,000
+200% +$12.6K
NEON icon
1924
Neonode
NEON
$12.6M
$25.5K ﹤0.01%
1,000
– –
ILCV icon
1925
iShares Morningstar Value ETF
ILCV
$1.31B
$25.5K ﹤0.01%
305
– –
75 76
77
78 79

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Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
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
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.