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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
COOP
2126
DELISTED
Mr. Cooper
COOP
$14.6K ﹤0.01%
98
+1
+1% +$128
PNQI icon
2127
Invesco NASDAQ Internet ETF
PNQI
$527M
$14.6K ﹤0.01%
279
– –
NODK icon
2128
NI Holdings
NODK
$320M
$14.5K ﹤0.01%
+1,140
New +$14.7K
SLVM icon
2129
Sylvamo
SLVM
$1.52B
$14.5K ﹤0.01%
289
-45
-13% -$2.53K
PCH
2130
DELISTED
PotlatchDeltic
PCH
$14.3K ﹤0.01%
374
-376
-50% -$14.8K
ESAB icon
2131
ESAB
ESAB
$5.37B
$14.3K ﹤0.01%
119
+6
+5% +$726
GFL icon
2132
GFL Environmental
GFL
$14.5B
$14.3K ﹤0.01%
283
– –
TIGO icon
2133
Millicom
TIGO
$15.8B
$14.3K ﹤0.01%
381
– –
TEO icon
2134
Telecom Argentina
TEO
$5.84B
$14.3K ﹤0.01%
1,614
– –
RGTI icon
2135
Rigetti Computing
RGTI
$4.39B
$14.2K ﹤0.01%
1,200
+100
+9% +$1.05K
HEZU icon
2136
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$560M
$14.2K ﹤0.01%
+346
New +$13.7K
RLJ.PRA icon
2137
RLJ Lodging Trust $1.95 Series A Preferred Stock
RLJ.PRA
$324M
$14.2K ﹤0.01%
600
– –
AMC icon
2138
AMC Entertainment Holdings
AMC
$2.45B
$14.2K ﹤0.01%
4,579
+4,378
+2,178% +$13K
PJAN icon
2139
Innovator US Equity Power Buffer ETF January
PJAN
$1.42B
$14.1K ﹤0.01%
+319
New +$13.4K
FNX icon
2140
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.37B
$14K ﹤0.01%
122
-122
-50% -$13.2K
SRCE icon
2141
1st Source
SRCE
$2.17B
$14K ﹤0.01%
225
– –
FTGS icon
2142
First Trust Growth Strength ETF
FTGS
$1.28B
$13.9K ﹤0.01%
+407
New +$12.8K
CGNX icon
2143
Cognex
CGNX
$9.62B
$13.9K ﹤0.01%
437
-421
-49% -$12.1K
HOMB icon
2144
Home BancShares
HOMB
$6.3B
$13.9K ﹤0.01%
487
+3
+0.6% +$83
ERIC icon
2145
Ericsson
ERIC
$32.1B
$13.8K ﹤0.01%
1,632
+912
+127% +$7.5K
DYNF icon
2146
BlackRock US Equity Factor Rotation ETF
DYNF
$37.4B
$13.8K ﹤0.01%
254
– –
NSIT icon
2147
Insight Enterprises
NSIT
$3.85B
$13.8K ﹤0.01%
100
– –
TCAF icon
2148
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.8B
$13.8K ﹤0.01%
391
-385
-50% -$12.6K
HSBC icon
2149
HSBC
HSBC
$352B
$13.8K ﹤0.01%
227
-1,415
-86% -$80.5K
PRCT icon
2150
Procept Biorobotics
PRCT
$1.02B
$13.8K ﹤0.01%
239
-16
-6% -$905
84 85
86
87 88

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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.