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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
UEC icon
2276
Uranium Energy
UEC
$4.47B
$9.52K ﹤0.01%
1,400
– –
WIT icon
2277
Wipro
WIT
$19.5B
$9.44K ﹤0.01%
+3,126
New +$9.09K
TLK icon
2278
Telkom Indonesia
TLK
$14.2B
$9.37K ﹤0.01%
553
+206
+59% +$3.3K
DRS icon
2279
Leonardo DRS
DRS
$12.4B
$9.3K ﹤0.01%
200
– –
SRTA
2280
Strata Critical Medical Inc
SRTA
$421M
$9.29K ﹤0.01%
2,305
– –
MASI
2281
DELISTED
Masimo
MASI
$9.25K ﹤0.01%
55
-182
-77% -$29.1K
SIMO icon
2282
Silicon Motion
SIMO
$7.11B
$9.25K ﹤0.01%
123
-12
-9% -$681
BLD
2283
DELISTED
TopBuild
BLD
$9.17K ﹤0.01%
28
-2,263
-99% -$671K
DCOR icon
2284
Dimensional US Core Equity 1 ETF
DCOR
$3.27B
$9.16K ﹤0.01%
+137
New +$8.52K
HIBL icon
2285
Direxion Daily S&P 500 High Beta Bull 3X ETF
HIBL
$66.8M
$9.15K ﹤0.01%
213
-205
-49% -$6.08K
LGND icon
2286
Ligand Pharmaceuticals
LGND
$5.77B
$9.09K ﹤0.01%
80
-123
-61% -$13.1K
PRDO icon
2287
Perdoceo Education
PRDO
$2.17B
$9.09K ﹤0.01%
278
+73
+36% +$2.16K
TCHP icon
2288
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.03B
$9.07K ﹤0.01%
200
– –
JBTM
2289
JBT Marel
JBTM
$7.35B
$9.06K ﹤0.01%
75
-71
-49% -$7.93K
CROX icon
2290
Crocs
CROX
$6.63B
$9.01K ﹤0.01%
89
– –
GNL icon
2291
Global Net Lease
GNL
$1.87B
$8.98K ﹤0.01%
1,189
-1,311
-52% -$9.94K
NAD icon
2292
Nuveen Quality Municipal Income Fund
NAD
$2.73B
$8.97K ﹤0.01%
795
– –
MSOS icon
2293
AdvisorShares Pure US Cannabis ETF
MSOS
$814M
$8.93K ﹤0.01%
3,707
+1,077
+41% +$2.65K
PRMB
2294
Primo Brands
PRMB
$8.35B
$8.89K ﹤0.01%
300
-852
-74% -$27.2K
WSBC icon
2295
WesBanco
WSBC
$4.02B
$8.86K ﹤0.01%
280
– –
MNSO icon
2296
MINISO
MNSO
$3.88B
$8.78K ﹤0.01%
482
– –
VOYA icon
2297
Voya Financial
VOYA
$8.96B
$8.73K ﹤0.01%
123
-82
-40% -$5.26K
PCTTW
2298
PureCycle Technologies Inc Warrant
PCTTW
$9.5M
$8.73K ﹤0.01%
2,000
– –
COLL icon
2299
Collegium Pharmaceutical
COLL
$1.18B
$8.72K ﹤0.01%
295
+46
+18% +$1.31K
CRBN icon
2300
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.12B
$8.69K ﹤0.01%
41
– –
90 91
92
93 94

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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.