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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
EUO icon
2326
ProShares UltraShort Euro
EUO
$35.6M
$8.24K ﹤0.01%
300
– –
ARKB icon
2327
ARK 21Shares Bitcoin ETF
ARKB
$2.44B
$8.16K ﹤0.01%
228
– –
HLMN icon
2328
Hillman Solutions
HLMN
$1.53B
$8.04K ﹤0.01%
1,126
– –
FUTU icon
2329
Futu Holdings
FUTU
$14.4B
$8.03K ﹤0.01%
65
-10
-13% -$1.02K
QGEN icon
2330
Qiagen
QGEN
$8.66B
$8.03K ﹤0.01%
167
-411
-71% -$17.9K
PCF
2331
High Income Securities Fund
PCF
$99.2M
$8.02K ﹤0.01%
1,263
– –
FMS icon
2332
Fresenius Medical Care
FMS
$13.3B
$7.93K ﹤0.01%
277
-897
-76% -$24.1K
URBN icon
2333
Urban Outfitters
URBN
$6.37B
$7.91K ﹤0.01%
109
-27
-20% -$1.62K
BYD icon
2334
Boyd Gaming
BYD
$6.7B
$7.9K ﹤0.01%
101
-542
-84% -$38.7K
RC
2335
Ready Capital
RC
$258M
$7.87K ﹤0.01%
1,800
-62,188
-97% -$276K
BILI icon
2336
Bilibili
BILI
$7.81B
$7.85K ﹤0.01%
366
+89
+32% +$1.64K
IVR icon
2337
Invesco Mortgage Capital
IVR
$764M
$7.84K ﹤0.01%
1,000
– –
MHD icon
2338
BlackRock MuniHoldings Fund
MHD
$604M
$7.84K ﹤0.01%
700
– –
BSTZ icon
2339
BlackRock Science and Technology Term Trust
BSTZ
$1.85B
$7.83K ﹤0.01%
377
-52
-12% -$966
INFA
2340
DELISTED
Informatica
INFA
$7.82K ﹤0.01%
321
-5,387
-94% -$111K
FRDM icon
2341
Freedom 100 Emerging Markets ETF
FRDM
$3.09B
$7.8K ﹤0.01%
193
– –
IYR icon
2342
iShares US Real Estate ETF
IYR
$4.73B
$7.79K ﹤0.01%
82
– –
LEVI icon
2343
Levi Strauss
LEVI
$9.48B
$7.78K ﹤0.01%
+421
New +$7K
REMX icon
2344
VanEck Rare Earth/Strategic Metals ETF
REMX
$1.91B
$7.71K ﹤0.01%
190
– –
FCFS icon
2345
FirstCash
FCFS
$8.82B
$7.7K ﹤0.01%
57
-1
-2% -$128
ARKQ icon
2346
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.84B
$7.68K ﹤0.01%
86
– –
NEU icon
2347
NewMarket
NEU
$7.1B
$7.6K ﹤0.01%
11
-3
-21% -$1.86K
AVA icon
2348
Avista
AVA
$3.44B
$7.59K ﹤0.01%
200
– –
SHG icon
2349
Shinhan Financial Group
SHG
$32.3B
$7.59K ﹤0.01%
168
-180
-52% -$6.86K
BRX icon
2350
Brixmor Property Group
BRX
$9.75B
$7.55K ﹤0.01%
290
-321
-53% -$8.16K
92 93
94
95 96

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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.