We are live on ! Find out more
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
EMLC icon
2151
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.76B
$13.8K ﹤0.01%
543
+243
+81% +$5.94K
FSP
2152
Franklin Street Properties
FSP
$49.8M
$13.8K ﹤0.01%
8,385
– –
DRVN icon
2153
Driven Brands
DRVN
$2.47B
$13.7K ﹤0.01%
783
+330
+73% +$5.66K
GFI icon
2154
Gold Fields
GFI
$28.8B
$13.7K ﹤0.01%
580
+351
+153% +$8.07K
WDS icon
2155
Woodside Energy
WDS
$44.2B
$13.7K ﹤0.01%
886
-589
-40% -$8.24K
AMG icon
2156
Affiliated Managers Group
AMG
$9.51B
$13.6K ﹤0.01%
69
-3
-4% -$520
CTS icon
2157
CTS Corp
CTS
$1.76B
$13.6K ﹤0.01%
318
– –
LAC
2158
Lithium Americas
LAC
$951M
$13.5K ﹤0.01%
5,052
-2,500
-33% -$6.93K
SOND
2159
DELISTED
Sonder
SOND
$13.5K ﹤0.01%
5,000
– –
PNTG icon
2160
Pennant Group
PNTG
$1.43B
$13.5K ﹤0.01%
452
– –
GPGI
2161
GPGI Inc
GPGI
$3.87B
$13.4K ﹤0.01%
953
– –
IBLC icon
2162
iShares Blockchain and Tech ETF
IBLC
$74.3M
$13.4K ﹤0.01%
340
– –
EXP icon
2163
Eagle Materials
EXP
$6.49B
$13.3K ﹤0.01%
66
-43
-39% -$9.27K
GCOW icon
2164
Pacer Global Cash Cows Dividend ETF
GCOW
$3.43B
$13.3K ﹤0.01%
351
– –
AGYS icon
2165
Agilysys
AGYS
$3.21B
$13.3K ﹤0.01%
116
– –
NEO icon
2166
NeoGenomics
NEO
$1.99B
$13.3K ﹤0.01%
1,815
-1,505
-45% -$12.1K
PNFP icon
2167
Pinnacle Financial Partners Inc
PNFP
$15.8B
$13.2K ﹤0.01%
120
-24
-17% -$2.48K
PAY icon
2168
Paymentus
PAY
$4.62B
$13.2K ﹤0.01%
+403
New +$13.5K
GSST icon
2169
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.57B
$13.2K ﹤0.01%
+261
New +$13.2K
QTWO icon
2170
Q2 Holdings
QTWO
$3.78B
$13.2K ﹤0.01%
141
-13
-8% -$1.1K
FENC icon
2171
Fennec Pharmaceuticals
FENC
$335M
$13K ﹤0.01%
1,565
– –
LUNG icon
2172
Pulmonx
LUNG
$52.8M
$12.9K ﹤0.01%
5,000
– –
LMND icon
2173
Lemonade
LMND
$3.64B
$12.9K ﹤0.01%
295
+81
+38% +$2.7K
UWMC icon
2174
UWM Holdings
UWMC
$672M
$12.8K ﹤0.01%
3,101
– –
COMT icon
2175
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.19B
$12.8K ﹤0.01%
+495
New +$12.5K
85 86
87
88 89

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
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
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.