We are live on ! Find out more
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
VAC icon
1926
Marriott Vacations Worldwide
VAC
$3.53B
$25.5K ﹤0.01%
352
+9
+3% +$568
AFG icon
1927
American Financial Group
AFG
$11.9B
$25.2K ﹤0.01%
200
-59
-23% -$7.38K
IVOO icon
1928
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.68B
$25.2K ﹤0.01%
240
– –
BCPC
1929
Balchem Corp
BCPC
$5.26B
$25.2K ﹤0.01%
158
-1
-0.6% -$162
GFS icon
1930
GlobalFoundries
GFS
$25.8B
$24.8K ﹤0.01%
650
– –
TDC icon
1931
Teradata
TDC
$2.88B
$24.8K ﹤0.01%
1,110
+117
+12% +$2.54K
CORT icon
1932
Corcept Therapeutics
CORT
$9.98B
$24.7K ﹤0.01%
337
+16
+5% +$1.16K
SPD icon
1933
Simplify US Equity PLUS Downside Convexity ETF
SPD
$103M
$24.7K ﹤0.01%
650
– –
EPP icon
1934
iShares MSCI Pacific ex Japan ETF
EPP
$2.21B
$24.7K ﹤0.01%
500
– –
PBE icon
1935
Invesco Biotechnology & Genome ETF
PBE
$286M
$24.7K ﹤0.01%
385
– –
USO icon
1936
United States Oil Fund
USO
$2.15B
$24.6K ﹤0.01%
337
– –
QQQE icon
1937
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.32B
$24.6K ﹤0.01%
250
– –
HYT icon
1938
BlackRock Corporate High Yield Fund
HYT
$1.35B
$24.5K ﹤0.01%
2,513
-1,449
-37% -$13.8K
BCE icon
1939
BCE
BCE
$20.8B
$24.5K ﹤0.01%
1,104
-80
-7% -$1.75K
VSXY
1940
Victoria's Secret
VSXY
$7.09B
$24.5K ﹤0.01%
1,321
– –
AVK
1941
Advent Convertible and Income Fund
AVK
$528M
$24.4K ﹤0.01%
2,018
+22
+1% +$251
MLAB icon
1942
Mesa Laboratories
MLAB
$551M
$24.4K ﹤0.01%
259
-1
-0.4% -$110
POR icon
1943
Portland General Electric
POR
$5.82B
$24.4K ﹤0.01%
600
-39
-6% -$1.64K
VCYT icon
1944
Veracyte
VCYT
$4.45B
$24.4K ﹤0.01%
901
-85
-9% -$2.46K
TCPC icon
1945
BlackRock TCP Capital
TCPC
$278M
$24.3K ﹤0.01%
3,160
– –
NAMSW icon
1946
NewAmsterdam Pharma Warrant
NAMSW
$81.7M
$24.2K ﹤0.01%
3,000
+2,000
+200% +$16.6K
SMIN icon
1947
iShares MSCI India Small-Cap ETF
SMIN
$750M
$24.1K ﹤0.01%
312
+117
+60% +$8.42K
SPMO icon
1948
Invesco S&P 500 Momentum ETF
SPMO
$19.7B
$24.1K ﹤0.01%
+214
New +$21.4K
GRAL
1949
GRAIL Inc
GRAL
$2.72B
$24.1K ﹤0.01%
468
-38
-8% -$1.38K
IPAY icon
1950
Amplify Mobile Payments ETF
IPAY
$173M
$24.1K ﹤0.01%
402
– –
76 77
78
79 80

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
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.