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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
HAPN
1951
Happen Inc
HAPN
$2.14B
$24.1K ﹤0.01%
2,000
-3,492
-64% -$36.3K
CVNA icon
1952
Carvana
CVNA
$47.5B
$23.9K ﹤0.01%
355
+55
+18% +$3.02K
CNRG icon
1953
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$187M
$23.8K ﹤0.01%
401
+1
+0.3% +$54
EUFN icon
1954
iShares MSCI Europe Financials ETF
EUFN
$4B
$23.8K ﹤0.01%
751
+40
+6% +$1.21K
ATEN icon
1955
A10 Networks
ATEN
$2.07B
$23.6K ﹤0.01%
1,222
+279
+30% +$4.77K
AMAL icon
1956
Amalgamated Financial
AMAL
$1.47B
$23.5K ﹤0.01%
753
+307
+69% +$8.99K
CNA icon
1957
CNA Financial
CNA
$14.9B
$23.4K ﹤0.01%
504
-388
-43% -$18.4K
CWBC
1958
Community West Bancshares
CWBC
$685M
$23.4K ﹤0.01%
1,200
-58
-5% -$1.03K
BIO icon
1959
Bio-Rad Laboratories Class A
BIO
$8.76B
$23.4K ﹤0.01%
97
-41,313
-100% -$9.77M
VIGI icon
1960
Vanguard International Dividend Appreciation ETF
VIGI
$9.01B
$23.4K ﹤0.01%
259
-60
-19% -$5.18K
SYM icon
1961
Symbotic
SYM
$5.13B
$23.2K ﹤0.01%
596
– –
BFIN
1962
DELISTED
BankFinancial
BFIN
$23.1K ﹤0.01%
2,000
– –
BFOR icon
1963
Barron's 400 ETF
BFOR
$229M
$23.1K ﹤0.01%
1,200
-1,400
-54% -$25K
PINE
1964
Alpine Income Property Trust
PINE
$336M
$23.1K ﹤0.01%
1,570
– –
FENI icon
1965
Fidelity Enhanced International ETF
FENI
$10.6B
$23K ﹤0.01%
691
+633
+1,091% +$19.8K
IYE icon
1966
iShares US Energy ETF
IYE
$1.72B
$22.9K ﹤0.01%
507
– –
UNG icon
1967
United States Natural Gas Fund
UNG
$450M
$22.9K ﹤0.01%
1,500
-10
-0.7% -$172
AKR icon
1968
Acadia Realty Trust
AKR
$3.02B
$22.9K ﹤0.01%
1,234
– –
MTX icon
1969
Minerals Technologies
MTX
$2.29B
$22.9K ﹤0.01%
415
+81
+24% +$4.57K
LEGH icon
1970
Legacy Housing
LEGH
$629M
$22.7K ﹤0.01%
1,000
– –
XLRE icon
1971
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.72B
$22.5K ﹤0.01%
543
-2,182
-80% -$89.6K
BNL icon
1972
Broadstone Net Lease
BNL
$4.25B
$22.5K ﹤0.01%
1,400
+400
+40% +$6.41K
EMBJ
1973
Embraer S.A. ADS
EMBJ
$12B
$22.5K ﹤0.01%
395
-125
-24% -$5.9K
AG icon
1974
First Majestic Silver
AG
$7.52B
$22.3K ﹤0.01%
2,698
+2,648
+5,296% +$17.8K
DFAT icon
1975
Dimensional US Targeted Value ETF
DFAT
$14.7B
$22.2K ﹤0.01%
412
-7,678
-95% -$391K
77 78
79
80 81

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CWM
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VRS
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FAF
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BGIM
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CIM
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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.