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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
HBI
2201
DELISTED
Hanesbrands
HBI
$11.5K ﹤0.01%
2,506
-288
-10% -$1.39K
UTL icon
2202
Unitil
UTL
$989M
$11.4K ﹤0.01%
219
– –
AL
2203
DELISTED
Air Lease Corp
AL
$11.4K ﹤0.01%
195
-6
-3% -$312
NLR icon
2204
VanEck Uranium + Nuclear Energy ETF
NLR
$3.67B
$11.3K ﹤0.01%
102
-391
-79% -$34.8K
ICUI icon
2205
ICU Medical
ICUI
$4.16B
$11.2K ﹤0.01%
85
-102
-55% -$13.8K
LEG icon
2206
Leggett & Platt
LEG
$1.4B
$11.2K ﹤0.01%
1,253
-316
-20% -$2.72K
DGII icon
2207
Digi International
DGII
$2.47B
$11.2K ﹤0.01%
320
– –
STCE icon
2208
Schwab Crypto Thematic Natural Language Processing ETF
STCE
$212M
$11.1K ﹤0.01%
222
+119
+116% +$4.77K
SAA icon
2209
ProShares Ulta SmallCap600
SAA
$28.7M
$11.1K ﹤0.01%
500
– –
AVXL icon
2210
Anavex Life Sciences
AVXL
$231M
$11.1K ﹤0.01%
1,200
-100
-8% -$854
BV icon
2211
BrightView Holdings
BV
$1.24B
$11K ﹤0.01%
662
– –
ALE
2212
DELISTED
Allete
ALE
$11K ﹤0.01%
172
– –
JAAA icon
2213
Janus Henderson AAA CLO ETF
JAAA
$29.1B
$11K ﹤0.01%
217
– –
VNM icon
2214
VanEck Vietnam ETF
VNM
$478M
$11K ﹤0.01%
800
– –
TEF
2215
DELISTED
Telefonica
TEF
$10.9K ﹤0.01%
2,092
– –
LUMN icon
2216
Lumen
LUMN
$6.43B
$10.9K ﹤0.01%
2,496
-68
-3% -$264
IREN icon
2217
Iris Energy
IREN
$10.5B
$10.9K ﹤0.01%
750
– –
PHG icon
2218
Philips
PHG
$25.5B
$10.9K ﹤0.01%
471
+159
+51% +$3.56K
ZG icon
2219
Zillow
ZG
$7.85B
$10.9K ﹤0.01%
159
-11
-6% -$729
ETHA
2220
iShares Ethereum Trust ETF
ETHA
$5.49B
$10.9K ﹤0.01%
571
-2,129
-79% -$35.4K
RWL icon
2221
Invesco S&P 500 Revenue ETF
RWL
$9.57B
$10.9K ﹤0.01%
104
– –
TAK icon
2222
Takeda Pharmaceutical
TAK
$56.7B
$10.9K ﹤0.01%
702
-35
-5% -$517
UTG icon
2223
Reaves Utility Income Fund
UTG
$3.47B
$10.9K ﹤0.01%
300
-1
-0.3% -$33
HQH
2224
abrdn Healthcare Investors
HQH
$1.25B
$10.8K ﹤0.01%
700
+699
+69,900% +$10.8K
OZK icon
2225
Bank OZK
OZK
$5.63B
$10.8K ﹤0.01%
229
-539
-70% -$23.6K
87 88
89
90 91

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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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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.