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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
PLOW icon
2226
Douglas Dynamics
PLOW
$992M
$10.8K ﹤0.01%
365
– –
STNE icon
2227
StoneCo
STNE
$2.67B
$10.7K ﹤0.01%
670
+331
+98% +$4.42K
SARK icon
2228
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$45.2M
$10.7K ﹤0.01%
300
-250
-45% -$11.9K
RAYS
2229
DELISTED
Global X Solar ETF
RAYS
$10.7K ﹤0.01%
+1,216
New +$10.1K
IBDT icon
2230
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$10.7K ﹤0.01%
421
+3
+0.7% +$76
MLCO icon
2231
Melco Resorts & Entertainment
MLCO
$2.21B
$10.7K ﹤0.01%
1,480
– –
CLMB icon
2232
Climb Global Solutions
CLMB
$528M
$10.7K ﹤0.01%
400
– –
FEP icon
2233
First Trust Europe AlphaDEX Fund
FEP
$515M
$10.7K ﹤0.01%
+223
New +$9.85K
CWAN
2234
DELISTED
Clearwater Analytics
CWAN
$10.6K ﹤0.01%
485
– –
GLNG icon
2235
Golar LNG
GLNG
$4.82B
$10.6K ﹤0.01%
258
+8
+3% +$315
BTO
2236
John Hancock Financial Opportunities Fund
BTO
$808M
$10.6K ﹤0.01%
300
– –
BBUC
2237
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$6.59B
$10.6K ﹤0.01%
340
– –
MLPX icon
2238
Global X MLP & Energy Infrastructure ETF
MLPX
$3.58B
$10.5K ﹤0.01%
168
– –
NVDU icon
2239
Direxion Daily NVDA Bull 2X ETF
NVDU
$495M
$10.5K ﹤0.01%
106
– –
TDUP icon
2240
ThredUp
TDUP
$765M
$10.5K ﹤0.01%
1,400
-400
-22% -$2.35K
XRAY icon
2241
Dentsply Sirona
XRAY
$2.84B
$10.4K ﹤0.01%
658
-164
-20% -$2.45K
MAN icon
2242
ManpowerGroup
MAN
$2.6B
$10.3K ﹤0.01%
256
-39
-13% -$1.7K
CWH icon
2243
Camping World
CWH
$384M
$10.3K ﹤0.01%
600
– –
FTI icon
2244
TechnipFMC
FTI
$28.6B
$10.3K ﹤0.01%
299
+227
+315% +$6.85K
SCHJ icon
2245
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$849M
$10.3K ﹤0.01%
414
+3
+0.7% +$74
ESGE icon
2246
iShares ESG Aware MSCI EM ETF
ESGE
$6.27B
$10.3K ﹤0.01%
262
– –
EPS icon
2247
WisdomTree US LargeCap Fund
EPS
$1.56B
$10.2K ﹤0.01%
160
– –
BC icon
2248
Brunswick
BC
$5.23B
$10.2K ﹤0.01%
185
+105
+131% +$5.31K
ZK
2249
DELISTED
Zeekr
ZK
$10.2K ﹤0.01%
+400
New +$9.86K
VRIG icon
2250
Invesco Variable Rate Investment Grade ETF
VRIG
$1.8B
$10.2K ﹤0.01%
407
-142
-26% -$3.56K
88 89
90
91 92

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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
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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.