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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
ROST icon
176
Ross Stores
ROST
$76.6B
$60.6M 0.11%
475,274
-9,382
-2% -$1.3M
CMCSA icon
177
Comcast
CMCSA
$79.1B
$60.6M 0.11%
1,697,109
-5,364
-0.3% -$186K
FICO icon
178
Fair Isaac
FICO
$28.7B
$60.2M 0.11%
32,922
-27,712
-46% -$52M
ZS icon
179
Zscaler
ZS
$23B
$59.7M 0.11%
190,020
-31,369
-14% -$7.82M
CB icon
180
Chubb
CB
$140B
$58.3M 0.1%
201,222
+6,000
+3% +$1.73M
TW icon
181
Tradeweb Markets
TW
$21.3B
$58M 0.1%
395,919
-95,773
-19% -$13.4M
NVS icon
182
Novartis
NVS
$295B
$57.8M 0.1%
477,344
+9,859
+2% +$1.11M
LYG icon
183
Lloyds Banking Group
LYG
$87.4B
$57.4M 0.1%
13,506,967
+441,684
+3% +$1.76M
TSCO icon
184
Tractor Supply
TSCO
$16.3B
$55.2M 0.1%
1,046,657
-35,660
-3% -$1.82M
BRK.A icon
185
Berkshire Hathaway Class A
BRK.A
$1.07T
$54.7M 0.1%
75
-27
-26% -$20.6M
KNSL icon
186
Kinsale Capital Group
KNSL
$7.95B
$54.1M 0.1%
111,728
-27,693
-20% -$12.9M
DXCM icon
187
DexCom
DXCM
$27.6B
$53.5M 0.1%
613,092
+76,025
+14% +$5.96M
SFM icon
188
Sprouts Farmers Market
SFM
$7.04B
$52.9M 0.09%
321,314
-106,427
-25% -$17.4M
MAR icon
189
Marriott International
MAR
$98.7B
$52.7M 0.09%
193,009
-3,755
-2% -$942K
STEP icon
190
StepStone Group
STEP
$3.48B
$52M 0.09%
937,196
+425,692
+83% +$22.8M
KMI icon
191
Kinder Morgan
KMI
$73.1B
$51.1M 0.09%
1,739,380
+1,119,412
+181% +$30.7M
HUBB icon
192
Hubbell
HUBB
$25.7B
$50.4M 0.09%
123,517
-2,405
-2% -$892K
CPAY icon
193
Corpay
CPAY
$24.2B
$50.3M 0.09%
151,627
-28,775
-16% -$9.38M
WCN
194
Waste Connections
WCN
$42.8B
$50.2M 0.09%
268,802
-6,693
-2% -$1.29M
WMB icon
195
Williams Companies
WMB
$90.5B
$48.5M 0.09%
772,644
-53,545
-6% -$3.16M
GSHD icon
196
Goosehead Insurance
GSHD
$1.39B
$47.4M 0.08%
448,963
+446,537
+18,406% +$47.3M
MPWR icon
197
Monolithic Power Systems
MPWR
$65.5B
$46.5M 0.08%
63,640
-3,214
-5% -$2.05M
AME icon
198
Ametek
AME
$55.5B
$45.9M 0.08%
253,575
-6,331
-2% -$1.09M
MDT icon
199
Medtronic
MDT
$107B
$45.7M 0.08%
523,872
+31,356
+6% +$2.66M
BABA icon
200
Alibaba
BABA
$269B
$45.4M 0.08%
400,210
+18,423
+5% +$2.18M
6 7
8
9 10

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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.