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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
RWAY icon
1976
Runway Growth Finance
RWAY
$235M
$22.2K ﹤0.01%
2,068
-7,513
-78% -$72.6K
MAG
1977
DELISTED
MAG Silver
MAG
$22.2K ﹤0.01%
1,050
– –
SW
1978
Smurfit Westrock
SW
$25.3B
$22.2K ﹤0.01%
514
-345
-40% -$14.8K
WLKP icon
1979
Westlake Chemical Partners
WLKP
$772M
$22.1K ﹤0.01%
1,000
– –
DAY
1980
DELISTED
Dayforce
DAY
$22K ﹤0.01%
398
+42
+12% +$2.4K
CFLT
1981
DELISTED
Confluent
CFLT
$22K ﹤0.01%
881
+237
+37% +$5.34K
ABR icon
1982
Arbor Realty Trust
ABR
$977M
$21.9K ﹤0.01%
2,050
– –
KGC icon
1983
Kinross Gold
KGC
$27.7B
$21.9K ﹤0.01%
1,403
– –
NICE icon
1984
Nice
NICE
$6.15B
$21.8K ﹤0.01%
129
-80
-38% -$12.9K
ALTL icon
1985
Pacer Lunt Large Cap Alternator ETF
ALTL
$88.6M
$21.8K ﹤0.01%
578
– –
QFIN icon
1986
Qfin Holdings
QFIN
$1.68B
$21.7K ﹤0.01%
+500
New +$20.8K
NUKZ icon
1987
Range Nuclear Renaissance Index ETF
NUKZ
$732M
$21.5K ﹤0.01%
+381
New +$17.5K
NXST icon
1988
Nexstar Media Group
NXST
$6.01B
$21.5K ﹤0.01%
124
-107
-46% -$17.5K
BINI
1989
DELISTED
Bollinger Innovations
BINI
$21.3K ﹤0.01%
+1
New +$7.4M
ROAD icon
1990
Construction Partners
ROAD
$5.88B
$21.3K ﹤0.01%
200
-40
-17% -$3.74K
ADX icon
1991
Adams Diversified Equity Fund
ADX
$3.01B
$21.2K ﹤0.01%
976
+975
+97,500% +$19.2K
SPIP icon
1992
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$21.2K ﹤0.01%
812
+366
+82% +$9.46K
SOUN icon
1993
SoundHound AI
SOUN
$2.48B
$21.2K ﹤0.01%
1,972
+1,016
+106% +$9.57K
CNTY icon
1994
Century Casinos
CNTY
$32.9M
$21.1K ﹤0.01%
10,000
– –
LEN.B icon
1995
Lennar Class B
LEN.B
$19.9B
$21.1K ﹤0.01%
200
-15
-7% -$1.55K
NCDL icon
1996
Nuveen Churchill Direct Lending
NCDL
$609M
$21K ﹤0.01%
+1,300
New +$20.6K
BBDC icon
1997
Barings BDC
BBDC
$869M
$21K ﹤0.01%
2,300
– –
MPTI icon
1998
M-tron Industries
MPTI
$338M
$21K ﹤0.01%
500
– –
ACLS icon
1999
Axcelis
ACLS
$3.44B
$21K ﹤0.01%
301
+37
+14% +$2.11K
CHY
2000
Calamos Convertible and High Income Fund
CHY
$978M
$21K ﹤0.01%
1,907
– –
78 79
80
81 82

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Comerica Bank
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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
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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.