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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
SONY icon
201
Sony
SONY
$123B
$43.7M 0.08%
1,680,684
+57,967
+4% +$1.45M
TCOM icon
202
Trip.com Group
TCOM
$27.5B
$42.6M 0.08%
726,005
+26,491
+4% +$1.59M
GWRE icon
203
Guidewire Software
GWRE
$11.5B
$42.2M 0.08%
179,286
+178,660
+28,540% +$38.4M
DTM icon
204
DT Midstream
DTM
$14.9B
$42.1M 0.08%
383,010
-152,844
-29% -$15.5M
AEE icon
205
Ameren
AEE
$31.5B
$41.6M 0.07%
433,324
+108,000
+33% +$10.5M
USFD icon
206
US Foods
USFD
$21.4B
$41.6M 0.07%
539,627
-150,084
-22% -$10.7M
MS icon
207
Morgan Stanley
MS
$337B
$41.5M 0.07%
294,909
-524
-0.2% -$64.4K
MFG icon
208
Mizuho Financial
MFG
$129B
$41.3M 0.07%
7,420,346
+7,418,588
+421,990% +$38.5M
AGG icon
209
iShares Core US Aggregate Bond ETF
AGG
$138B
$40.6M 0.07%
409,417
-1,660
-0.4% -$163K
FMX icon
210
Fomento Económico Mexicano
FMX
$43.3B
$40.5M 0.07%
393,329
+14,873
+4% +$1.53M
HESM icon
211
Hess Midstream
HESM
$5.22B
$39.9M 0.07%
1,037,283
+680,919
+191% +$25.9M
CDNS icon
212
Cadence Design Systems
CDNS
$90B
$39.2M 0.07%
127,330
-87,721
-41% -$25.5M
IHG icon
213
InterContinental Hotels
IHG
$23B
$38.6M 0.07%
334,370
+12,409
+4% +$1.39M
CPRT icon
214
Copart
CPRT
$25.9B
$38.5M 0.07%
785,563
-22,361
-3% -$1.25M
EVRG icon
215
Evergy
EVRG
$20.1B
$38M 0.07%
550,620
+73,069
+15% +$4.91M
MMM icon
216
3M
MMM
$89B
$37.6M 0.07%
247,306
-28,447
-10% -$4.07M
CP icon
217
Canadian Pacific Kansas City
CP
$82B
$36.8M 0.07%
463,616
+416,994
+894% +$32.1M
STR
218
DELISTED
Sitio Royalties
STR
$36.4M 0.06%
1,978,245
+859,102
+77% +$15.4M
MRVL icon
219
Marvell Technology
MRVL
$174B
$36.1M 0.06%
466,759
-70,932
-13% -$4.43M
EQT icon
220
EQT Corp
EQT
$33.2B
$36M 0.06%
617,882
-53,360
-8% -$2.88M
FSLR icon
221
First Solar
FSLR
$21.8B
$35.9M 0.06%
217,029
+106,495
+96% +$15.7M
IWD icon
222
iShares Russell 1000 Value ETF
IWD
$82B
$35.7M 0.06%
183,652
+4,732
+3% +$876K
SUB icon
223
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$35.4M 0.06%
333,263
+121,760
+58% +$12.9M
ITW icon
224
Illinois Tool Works
ITW
$81.4B
$35.3M 0.06%
142,659
+199
+0.1% +$48.1K
ECL icon
225
Ecolab
ECL
$75.6B
$35.1M 0.06%
130,106
-1,342
-1% -$341K
7 8
9
10 11

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FAF
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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.