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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
GME icon
2351
GameStop
GME
$9.81B
$7.46K ﹤0.01%
306
-467
-60% -$12.5K
NHI icon
2352
National Health Investors
NHI
$3.82B
$7.43K ﹤0.01%
106
– –
EQH icon
2353
Equitable Holdings
EQH
$13.2B
$7.41K ﹤0.01%
132
+61
+86% +$3.14K
TMV icon
2354
Direxion Daily 20+ Year Treasury Bear 3X ETF
TMV
$176M
$7.39K ﹤0.01%
200
– –
VCTR icon
2355
Victory Capital Holdings
VCTR
$6.14B
$7.39K ﹤0.01%
116
-31
-21% -$1.86K
BCC icon
2356
Boise Cascade
BCC
$2.71B
$7.38K ﹤0.01%
85
-58
-41% -$5.26K
GOGL
2357
DELISTED
Golden Ocean Group
GOGL
$7.32K ﹤0.01%
1,000
– –
FLNC icon
2358
Fluence Energy
FLNC
$1.66B
$7.29K ﹤0.01%
1,087
+30
+3% +$143
GOLF icon
2359
Acushnet Holdings
GOLF
$6.02B
$7.28K ﹤0.01%
100
– –
PGNY icon
2360
Progyny
PGNY
$2.47B
$7.26K ﹤0.01%
330
– –
LAR
2361
Lithium Argentina AG
LAR
$903M
$7.22K ﹤0.01%
3,470
-2,500
-42% -$4.98K
RDY icon
2362
Dr. Reddy's Laboratories
RDY
$9.85B
$7.21K ﹤0.01%
480
+155
+48% +$2.21K
UVE icon
2363
Universal Insurance Holdings
UVE
$1.23B
$7.18K ﹤0.01%
+259
New +$6.57K
PONY
2364
Pony AI Inc
PONY
$3.3B
$7.18K ﹤0.01%
+544
New +$6.57K
RYAAY icon
2365
Ryanair
RYAAY
$30B
$7.15K ﹤0.01%
124
+81
+188% +$4.12K
TME icon
2366
Tencent Music
TME
$16.1B
$7.11K ﹤0.01%
365
+165
+83% +$2.59K
MGA icon
2367
Magna International
MGA
$18.9B
$7.07K ﹤0.01%
183
-2,269
-93% -$80.1K
SVOL icon
2368
Simplify Volatility Premium ETF
SVOL
$511M
$7.03K ﹤0.01%
382
– –
SFGV
2369
Sequoia Global Value ETF
SFGV
$1.17B
$7.02K ﹤0.01%
240
-160
-40% -$4.46K
HYLB icon
2370
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.5B
$6.98K ﹤0.01%
189
– –
URGN icon
2371
UroGen Pharma
URGN
$1.97B
$6.97K ﹤0.01%
509
– –
SPXU icon
2372
ProShares UltraPro Short S&P 500
SPXU
$426M
$6.97K ﹤0.01%
+104
New +$9.2K
TDW icon
2373
Tidewater
TDW
$3.62B
$6.97K ﹤0.01%
151
– –
SFD
2374
Smithfield Foods
SFD
$10.7B
$6.96K ﹤0.01%
296
+221
+295% +$4.88K
ERIE icon
2375
Erie Indemnity
ERIE
$12.8B
$6.94K ﹤0.01%
20
+11
+122% +$4.08K
93 94
95
96 97

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CWM
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FAF
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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.