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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
VIVK
2101
Vivakor
VIVK
$1.6M
$16K ﹤0.01%
5
– –
WERN icon
2102
Werner Enterprises
WERN
$2.2B
$15.9K ﹤0.01%
582
– –
IBRX icon
2103
ImmunityBio
IBRX
$7.15B
$15.8K ﹤0.01%
6,000
+2,500
+71% +$6.72K
ARWR icon
2104
Arrowhead Research
ARWR
$12.1B
$15.8K ﹤0.01%
1,000
– –
LMAT icon
2105
LeMaitre Vascular
LMAT
$2.37B
$15.8K ﹤0.01%
190
– –
IBTH icon
2106
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.25B
$15.7K ﹤0.01%
700
– –
IBDU icon
2107
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.03B
$15.7K ﹤0.01%
+674
New +$15.5K
GIB icon
2108
CGI
GIB
$15.6B
$15.6K ﹤0.01%
149
-2,000
-93% -$211K
UMC icon
2109
United Microelectronic
UMC
$42.9B
$15.5K ﹤0.01%
2,024
+652
+48% +$4.84K
ELS icon
2110
Equity Lifestyle Properties
ELS
$13.1B
$15.5K ﹤0.01%
251
+223
+796% +$14.2K
CSMD icon
2111
Congress SMid Growth ETF
CSMD
$455M
$15.4K ﹤0.01%
+495
New +$14.4K
G icon
2112
Genpact
G
$6.22B
$15.4K ﹤0.01%
349
-779
-69% -$35.3K
YELP icon
2113
Yelp
YELP
$1.54B
$15.3K ﹤0.01%
446
-458
-51% -$16.5K
OKTA icon
2114
Okta
OKTA
$23.8B
$15.2K ﹤0.01%
152
-311
-67% -$33.2K
LCID icon
2115
Lucid Motors
LCID
$3.11B
$15.2K ﹤0.01%
719
+255
+55% +$6.1K
ARE icon
2116
Alexandria Real Estate Equities
ARE
$9.37B
$15.1K ﹤0.01%
208
-23
-10% -$1.71K
VSGX icon
2117
Vanguard ESG International Stock ETF
VSGX
$6.34B
$15.1K ﹤0.01%
230
– –
M icon
2118
Macy's
M
$6.51B
$15K ﹤0.01%
1,289
-46
-3% -$533
BHB icon
2119
Bar Harbor Bankshares
BHB
$665M
$15K ﹤0.01%
500
– –
MMSI icon
2120
Merit Medical Systems
MMSI
$4.82B
$15K ﹤0.01%
160
-15
-9% -$1.42K
FHI icon
2121
Federated Hermes
FHI
$4.56B
$14.8K ﹤0.01%
335
– –
ROBO icon
2122
ROBO Global Robotics & Automation Index ETF
ROBO
$1.87B
$14.8K ﹤0.01%
247
– –
INMD icon
2123
InMode
INMD
$871M
$14.8K ﹤0.01%
1,022
– –
RMR icon
2124
The RMR Group
RMR
$335M
$14.7K ﹤0.01%
900
– –
STVN icon
2125
Stevanato
STVN
$5.57B
$14.7K ﹤0.01%
600
+20
+3% +$452
83 84
85
86 87

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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.