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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
ACA icon
2301
Arcosa
ACA
$7.13B
$8.67K ﹤0.01%
100
– –
ENS icon
2302
EnerSys
ENS
$6.45B
$8.66K ﹤0.01%
101
+17
+20% +$1.48K
GAB icon
2303
Gabelli Equity Trust
GAB
$1.75B
$8.64K ﹤0.01%
1,484
+37
+3% +$206
SEIC icon
2304
SEI Investments
SEIC
$12.5B
$8.63K ﹤0.01%
96
-127
-57% -$10.2K
FOLD
2305
DELISTED
Amicus Therapeutics
FOLD
$8.62K ﹤0.01%
1,505
-519
-26% -$3.35K
MIR icon
2306
Mirion Technologies
MIR
$3.63B
$8.61K ﹤0.01%
400
– –
GRND icon
2307
Grindr
GRND
$2.99B
$8.6K ﹤0.01%
379
– –
TRNS icon
2308
Transcat
TRNS
$755M
$8.6K ﹤0.01%
100
– –
APG icon
2309
APi Group
APG
$16.5B
$8.58K ﹤0.01%
252
+175
+227% +$5.01K
VAW icon
2310
Vanguard Materials ETF
VAW
$2.99B
$8.57K ﹤0.01%
44
– –
TTEK icon
2311
Tetra Tech
TTEK
$8.9B
$8.56K ﹤0.01%
238
-4,461
-95% -$148K
GMS
2312
DELISTED
GMS Inc
GMS
$8.48K ﹤0.01%
78
-15
-16% -$1.16K
URTH icon
2313
iShares MSCI World ETF
URTH
$7.86B
$8.47K ﹤0.01%
50
– –
PKST
2314
DELISTED
Peakstone Realty Trust
PKST
$8.47K ﹤0.01%
+641
New +$7.88K
CNXC icon
2315
Concentrix
CNXC
$1.61B
$8.46K ﹤0.01%
160
-84
-34% -$4.44K
PKX icon
2316
POSCO
PKX
$14.8B
$8.44K ﹤0.01%
174
+104
+149% +$4.78K
PLG
2317
Platinum Group Metals
PLG
$155M
$8.4K ﹤0.01%
+5,493
New +$7.36K
LCII icon
2318
LCI Industries
LCII
$2.58B
$8.39K ﹤0.01%
92
– –
AOA icon
2319
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.14B
$8.37K ﹤0.01%
100
– –
BBAX icon
2320
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.67B
$8.34K ﹤0.01%
+153
New +$7.83K
BLOK icon
2321
Amplify Blockchain Technology ETF
BLOK
$1.04B
$8.34K ﹤0.01%
146
+71
+95% +$3.21K
RXO icon
2322
RXO
RXO
$3.64B
$8.32K ﹤0.01%
529
-129
-20% -$1.96K
MJ icon
2323
Amplify Alternative Harvest ETF
MJ
$96.2M
$8.31K ﹤0.01%
463
-5
-1% -$94
BDSX icon
2324
Biodesix
BDSX
$215M
$8.28K ﹤0.01%
1,467
– –
NVAX icon
2325
Novavax
NVAX
$1.2B
$8.27K ﹤0.01%
1,313
-995
-43% -$6.59K
91 92
93
94 95

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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.