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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
RLI icon
2051
RLI Corp
RLI
$6.02B
$18.1K ﹤0.01%
250
-124
-33% -$9.3K
BTG icon
2052
B2Gold
BTG
$4.98B
$18.1K ﹤0.01%
5,000
– –
PJT icon
2053
PJT Partners
PJT
$4.26B
$18K ﹤0.01%
109
-14
-11% -$2.03K
ALCO icon
2054
Alico
ALCO
$280M
$18K ﹤0.01%
550
– –
MMYT icon
2055
MakeMyTrip
MMYT
$5.38B
$17.9K ﹤0.01%
183
-61
-25% -$6.15K
OXSQ icon
2056
Oxford Square Capital
OXSQ
$150M
$17.8K ﹤0.01%
8,000
+5,500
+220% +$13.2K
AAP icon
2057
Advance Auto Parts
AAP
$3.53B
$17.8K ﹤0.01%
383
-75
-16% -$3.01K
BKLC icon
2058
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.37B
$17.8K ﹤0.01%
450
– –
SYNA icon
2059
Synaptics
SYNA
$4.05B
$17.8K ﹤0.01%
+274
New +$16.1K
RBC icon
2060
RBC Bearings
RBC
$17.4B
$17.7K ﹤0.01%
46
-14
-23% -$4.94K
BMRN icon
2061
BioMarin Pharmaceuticals
BMRN
$11.9B
$17.7K ﹤0.01%
322
+82
+34% +$4.83K
BOND icon
2062
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.4B
$17.7K ﹤0.01%
192
-5
-3% -$455
SMDV icon
2063
ProShares Russell 2000 Dividend Growers ETF
SMDV
$701M
$17.7K ﹤0.01%
272
– –
BBU
2064
DELISTED
Brookfield Business Partners
BBU
$17.6K ﹤0.01%
680
– –
TDOC icon
2065
Teladoc Health
TDOC
$1.66B
$17.5K ﹤0.01%
2,013
-50
-2% -$362
AGM icon
2066
Federal Agricultural Mortgage
AGM
$2.32B
$17.5K ﹤0.01%
90
+1
+1% +$184
ABEV icon
2067
Ambev
ABEV
$47.9B
$17.5K ﹤0.01%
7,250
– –
DIV icon
2068
Global X SuperDividend US ETF
DIV
$792M
$17.4K ﹤0.01%
992
+281
+40% +$4.96K
MSA icon
2069
Mine Safety
MSA
$6.79B
$17.4K ﹤0.01%
104
-137
-57% -$21.4K
SAR icon
2070
Saratoga Investment
SAR
$309M
$17.4K ﹤0.01%
700
+500
+250% +$12.1K
SCHR
2071
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$17.3K ﹤0.01%
693
-4,424
-86% -$110K
FTS icon
2072
Fortis
FTS
$29.3B
$17.3K ﹤0.01%
363
-50
-12% -$2.38K
PDYN icon
2073
Palladyne AI
PDYN
$228M
$17.3K ﹤0.01%
2,000
+1,000
+100% +$7.09K
MIDD icon
2074
Middleby
MIDD
$6.01B
$17.3K ﹤0.01%
120
-106
-47% -$14.9K
TECS icon
2075
Direxion Daily Technology Bear 3x ETF
TECS
$82.8M
$17.2K ﹤0.01%
64
– –
81 82
83
84 85

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Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
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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
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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.