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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
CLDX icon
2251
Celldex Therapeutics
CLDX
$2.92B
$10.2K ﹤0.01%
500
– –
TROX icon
2252
Tronox
TROX
$989M
$10.2K ﹤0.01%
2,007
+2,000
+28,571% +$10.9K
KVYO icon
2253
Klaviyo
KVYO
$5.91B
$10.1K ﹤0.01%
300
-1,310
-81% -$41.5K
BITO icon
2254
ProShares Bitcoin Strategy ETF
BITO
$1.41B
$10K ﹤0.01%
467
+191
+69% +$3.94K
IBTI icon
2255
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.88B
$10K ﹤0.01%
+449
New +$9.98K
DGP icon
2256
DB Gold Double Long ETN due February 15, 2038
DGP
$221M
$10K ﹤0.01%
+100
New +$9.95K
VMO icon
2257
Invesco Municipal Opportunity Trust
VMO
$653M
$9.98K ﹤0.01%
1,088
– –
RGEN icon
2258
Repligen
RGEN
$6.97B
$9.95K ﹤0.01%
80
-5
-6% -$636
JHG
2259
DELISTED
Janus Henderson
JHG
$9.9K ﹤0.01%
255
-813
-76% -$28.6K
RFG icon
2260
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$334M
$9.9K ﹤0.01%
203
– –
GIL icon
2261
Gildan
GIL
$9.58B
$9.85K ﹤0.01%
200
-6,455
-97% -$296K
PCT icon
2262
PureCycle Technologies
PCT
$1.22B
$9.84K ﹤0.01%
718
-6,222
-90% -$55.1K
CCC
2263
CCC Intelligent Solutions
CCC
$3.62B
$9.76K ﹤0.01%
1,037
-59
-5% -$528
VREX icon
2264
Varex Imaging
VREX
$467M
$9.75K ﹤0.01%
1,125
– –
RNR icon
2265
RenaissanceRe
RNR
$13.9B
$9.72K ﹤0.01%
40
+19
+90% +$4.61K
REXR icon
2266
Rexford Industrial Realty
REXR
$8.66B
$9.71K ﹤0.01%
273
-3
-1% -$105
USDU icon
2267
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$460M
$9.69K ﹤0.01%
+376
New +$9.89K
MAGN
2268
Magnera Corp
MAGN
$496M
$9.69K ﹤0.01%
802
-871
-52% -$12K
HIPS icon
2269
GraniteShares HIPS US High Income ETF
HIPS
$110M
$9.68K ﹤0.01%
800
– –
EVER icon
2270
EverQuote
EVER
$969M
$9.67K ﹤0.01%
400
– –
FETH
2271
Fidelity Ethereum Fund
FETH
$1.03B
$9.66K ﹤0.01%
384
– –
SAIC icon
2272
Saic
SAIC
$4.96B
$9.66K ﹤0.01%
86
-268
-76% -$30.5K
MKSI icon
2273
MKS Inc
MKSI
$18.3B
$9.64K ﹤0.01%
97
-10
-9% -$813
AVNS icon
2274
Avanos Medical
AVNS
$9.61K ﹤0.01%
785
– –
ASX icon
2275
ASE Group
ASX
$72.1B
$9.54K ﹤0.01%
924
-4,261
-82% -$39.8K
89 90
91
92 93

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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.