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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
SNDK
2176
Sandisk
SNDK
$150B
$12.7K ﹤0.01%
280
-559
-67% -$21.4K
INSM icon
2177
Insmed
INSM
$22.4B
$12.7K ﹤0.01%
126
-701
-85% -$53.6K
GABC icon
2178
German American Bancorp
GABC
$1.93B
$12.7K ﹤0.01%
329
+3
+0.9% +$113
UTZ icon
2179
Utz Brands
UTZ
$1.24B
$12.6K ﹤0.01%
1,000
– –
SFL icon
2180
SFL Corp
SFL
$1.61B
$12.5K ﹤0.01%
1,500
– –
VDC icon
2181
Vanguard Consumer Staples ETF
VDC
$8.16B
$12.5K ﹤0.01%
57
– –
TQQQ icon
2182
ProShares UltraPro QQQ
TQQQ
$28.6B
$12.4K ﹤0.01%
300
– –
DHT icon
2183
DHT Holdings
DHT
$2.99B
$12.2K ﹤0.01%
1,130
+1
+0.1% +$11
ESGG icon
2184
FlexShares STOXX Global ESG Select Index Fund
ESGG
$108M
$12.2K ﹤0.01%
65
– –
ROM icon
2185
ProShares Ultra Technology
ROM
$1.01B
$12.2K ﹤0.01%
160
– –
AIV
2186
Aimco
AIV
$377M
$12.1K ﹤0.01%
1,396
– –
SKX
2187
DELISTED
Skechers
SKX
$12.1K ﹤0.01%
191
-188,773
-100% -$10.8M
ANF icon
2188
Abercrombie & Fitch
ANF
$4.55B
$12K ﹤0.01%
145
-67
-32% -$5.08K
ARKX icon
2189
ARK Space & Defense Innovation ETF
ARKX
$765M
$12K ﹤0.01%
497
– –
QS icon
2190
QuantumScape Corp
QS
$3.05B
$11.9K ﹤0.01%
1,775
-25,696
-94% -$109K
TCX icon
2191
Tucows
TCX
$104M
$11.8K ﹤0.01%
600
– –
CURE icon
2192
Direxion Daily Healthcare Bull 3X ETF
CURE
$190M
$11.8K ﹤0.01%
150
– –
ONTO icon
2193
Onto Innovation
ONTO
$10.9B
$11.8K ﹤0.01%
117
-228
-66% -$24.4K
VERX icon
2194
Vertex
VERX
$2.16B
$11.7K ﹤0.01%
332
-3
-0.9% -$114
RDNT icon
2195
RadNet
RDNT
$4.98B
$11.7K ﹤0.01%
205
-50
-20% -$2.75K
IYM icon
2196
iShares US Basic Materials ETF
IYM
$1.13B
$11.6K ﹤0.01%
83
– –
REAL icon
2197
The RealReal
REAL
$1.41B
$11.6K ﹤0.01%
2,421
+21
+0.9% +$116
FDIS icon
2198
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.63B
$11.6K ﹤0.01%
123
-76
-38% -$6.7K
CIEN icon
2199
Ciena
CIEN
$46.8B
$11.5K ﹤0.01%
142
-491
-78% -$35.2K
IMCR icon
2200
Immunocore
IMCR
$1.7B
$11.5K ﹤0.01%
366
+9
+3% +$280
86 87
88
89 90

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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.