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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
ABAT icon
2076
American Battery Technology Co
ABAT
$280M
$17.1K ﹤0.01%
10,526
– –
FLBL icon
2077
Franklin Senior Loan ETF
FLBL
$852M
$16.8K ﹤0.01%
693
+560
+421% +$13.4K
SPTS icon
2078
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$16.8K ﹤0.01%
573
– –
VIPS icon
2079
Vipshop
VIPS
$7.26B
$16.8K ﹤0.01%
1,115
+54
+5% +$764
DFIS icon
2080
Dimensional International Small Cap ETF
DFIS
$5.72B
$16.8K ﹤0.01%
562
-283
-33% -$7.83K
OVV icon
2081
Ovintiv
OVV
$17B
$16.7K ﹤0.01%
440
-425
-49% -$15.6K
NOK icon
2082
Nokia
NOK
$46.9B
$16.7K ﹤0.01%
3,225
-70
-2% -$361
CATY icon
2083
Cathay General Bancorp
CATY
$4.23B
$16.7K ﹤0.01%
366
– –
NXE icon
2084
NexGen Energy
NXE
$5.91B
$16.7K ﹤0.01%
2,400
– –
GEF icon
2085
Greif
GEF
$4.95B
$16.6K ﹤0.01%
255
– –
TGLS icon
2086
Tecnoglass
TGLS
$1.99B
$16.6K ﹤0.01%
214
– –
AMPH icon
2087
Amphastar Pharmaceuticals
AMPH
$907M
$16.6K ﹤0.01%
721
-76
-10% -$1.89K
EXI icon
2088
iShares Global Industrials ETF
EXI
$1.38B
$16.5K ﹤0.01%
100
– –
IDEV icon
2089
iShares Core MSCI International Developed Markets ETF
IDEV
$31.1B
$16.5K ﹤0.01%
217
+215
+10,750% +$15.5K
SBGI icon
2090
Sinclair Inc
SBGI
$1.02B
$16.5K ﹤0.01%
1,194
– –
FOCL
2091
EDAP TMS S.A.
FOCL
$234M
$16.5K ﹤0.01%
10,000
– –
KB icon
2092
KB Financial Group
KB
$39.5B
$16.4K ﹤0.01%
199
+102
+105% +$6.9K
CHT icon
2093
Chunghwa Telecom
CHT
$33.5B
$16.4K ﹤0.01%
352
+18
+5% +$767
NIO icon
2094
NIO
NIO
$11.9B
$16.3K ﹤0.01%
4,752
+4,500
+1,786% +$16.8K
RH icon
2095
RH
RH
$3.33B
$16.3K ﹤0.01%
86
– –
MCI
2096
Barings Corporate Investors
MCI
$345M
$16.2K ﹤0.01%
750
– –
GMAB icon
2097
Genmab
GMAB
$17.5B
$16.2K ﹤0.01%
783
-878
-53% -$18K
NOV icon
2098
NOV
NOV
$6.84B
$16.2K ﹤0.01%
1,300
-21
-2% -$265
ECAT icon
2099
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.48B
$16.1K ﹤0.01%
1,000
– –
EDIT icon
2100
Editas Medicine
EDIT
$399M
$16.1K ﹤0.01%
7,300
– –
82 83
84
85 86

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
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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.