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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
TTC icon
2026
Toro Company
TTC
$8.79B
$19.7K ﹤0.01%
279
-215
-44% -$15.3K
AIRR icon
2027
First Trust RBA American Industrial Renaissance ETF
AIRR
$9.53B
$19.7K ﹤0.01%
242
+161
+199% +$11.9K
GDYN icon
2028
Grid Dynamics Holdings
GDYN
$569M
$19.7K ﹤0.01%
1,703
+361
+27% +$4.75K
GVA icon
2029
Granite Construction
GVA
$5.16B
$19.6K ﹤0.01%
210
-38
-15% -$3.2K
IMO icon
2030
Imperial Oil
IMO
$62.3B
$19.6K ﹤0.01%
246
– –
INCY icon
2031
Incyte
INCY
$25.4B
$19.5K ﹤0.01%
286
-427
-60% -$27.1K
QUBT icon
2032
Quantum Computing Inc
QUBT
$1.65B
$19.5K ﹤0.01%
1,015
-1,270
-56% -$14K
CCIF
2033
Carlyle Credit Income Fund
CCIF
$57.2M
$19.4K ﹤0.01%
3,000
– –
XOP icon
2034
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.54B
$19.2K ﹤0.01%
152
-104
-41% -$12.5K
CDC icon
2035
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$750M
$19.1K ﹤0.01%
300
– –
IMKTA icon
2036
Ingles Markets
IMKTA
$1.72B
$19K ﹤0.01%
300
– –
NRP icon
2037
Natural Resource Partners
NRP
$1.31B
$18.9K ﹤0.01%
198
– –
SCHI icon
2038
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
$18.8K ﹤0.01%
824
-6,245
-88% -$139K
FOX icon
2039
Fox Class B
FOX
$22.1B
$18.7K ﹤0.01%
363
-660
-65% -$32.1K
GAP
2040
The Gap Inc
GAP
$7.3B
$18.7K ﹤0.01%
858
-914
-52% -$20.4K
DOX icon
2041
Amdocs
DOX
$6.03B
$18.7K ﹤0.01%
205
-4,266
-95% -$381K
HBNC icon
2042
Horizon Bancorp
HBNC
$1.06B
$18.7K ﹤0.01%
1,215
– –
DJT icon
2043
Trump Media & Technology Group
DJT
$2.73B
$18.7K ﹤0.01%
1,035
-179
-15% -$3.89K
TERN
2044
DELISTED
Terns Pharmaceuticals
TERN
$18.6K ﹤0.01%
5,000
– –
UFPI icon
2045
UFP Industries
UFPI
$4.95B
$18.6K ﹤0.01%
187
-201
-52% -$20.3K
OPP
2046
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$189M
$18.6K ﹤0.01%
2,170
– –
THQ
2047
abrdn Healthcare Opportunities Fund
THQ
$784M
$18.4K ﹤0.01%
1,001
+999
+49,950% +$18.6K
PAX icon
2048
Patria Investments
PAX
$1.72B
$18.3K ﹤0.01%
1,300
– –
DKL icon
2049
Delek Logistics
DKL
$3.12B
$18.3K ﹤0.01%
425
– –
TXRH icon
2050
Texas Roadhouse
TXRH
$13.7B
$18.2K ﹤0.01%
97
-13
-12% -$2.33K
80 81
82
83 84

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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.