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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
TEX icon
2376
Terex
TEX
$7.49B
$6.91K ﹤0.01%
148
– –
OIH icon
2377
VanEck Oil Services ETF
OIH
$2B
$6.91K ﹤0.01%
30
– –
EOLS icon
2378
Evolus
EOLS
$397M
$6.91K ﹤0.01%
750
– –
SPWH icon
2379
Sportsman's Warehouse
SPWH
$44.9M
$6.9K ﹤0.01%
+2,000
New +$4.48K
VICR icon
2380
Vicor
VICR
$8.46B
$6.8K ﹤0.01%
150
-450
-75% -$20.1K
CNMD icon
2381
CONMED
CNMD
$1.33B
$6.77K ﹤0.01%
130
– –
GIC icon
2382
Global Industrial
GIC
$1.37B
$6.75K ﹤0.01%
250
– –
AMR icon
2383
Alpha Metallurgical Resources
AMR
$1.73B
$6.75K ﹤0.01%
60
-1
-2% -$117
PRLB icon
2384
Protolabs
PRLB
$1.73B
$6.73K ﹤0.01%
168
– –
UA icon
2385
Under Armour Class C
UA
$2.86B
$6.71K ﹤0.01%
1,034
-106
-9% -$625
ZTO icon
2386
ZTO Express
ZTO
$18.4B
$6.67K ﹤0.01%
376
+81
+27% +$1.47K
CBZ icon
2387
CBIZ
CBZ
$2.92B
$6.67K ﹤0.01%
93
– –
VIK icon
2388
Viking Holdings
VIK
$46B
$6.66K ﹤0.01%
125
-25
-17% -$1.1K
NVST icon
2389
Envista
NVST
$4.67B
$6.62K ﹤0.01%
339
-12
-3% -$209
ALK icon
2390
Alaska Air
ALK
$5.28B
$6.58K ﹤0.01%
133
+14
+12% +$680
KLG
2391
DELISTED
WK Kellogg Co
KLG
$6.57K ﹤0.01%
412
-107
-21% -$1.86K
PRSU
2392
Pursuit Attractions and Hospitality Inc
PRSU
$1.46B
$6.49K ﹤0.01%
225
-150,193
-100% -$4.43M
PLBY icon
2393
Playboy Inc
PLBY
$140M
$6.48K ﹤0.01%
4,000
– –
TULP
2394
Bloomia Holdings
TULP
$16.1M
$6.46K ﹤0.01%
1,285
– –
WF icon
2395
Woori Financial
WF
$15.9B
$6.42K ﹤0.01%
129
-281
-69% -$11.1K
NGVC icon
2396
Vitamin Cottage Natural Grocers
NGVC
$752M
$6.41K ﹤0.01%
163
– –
NTSE icon
2397
WisdomTree Emerging Markets Efficient Core Fund
NTSE
$52.4M
$6.41K ﹤0.01%
193
– –
BZ icon
2398
Kanzhun
BZ
$7.25B
$6.41K ﹤0.01%
359
– –
PBR icon
2399
Petrobras
PBR
$120B
$6.36K ﹤0.01%
508
-214
-30% -$2.56K
IWTR
2400
DELISTED
iShares MSCI Water Management Multisector ETF
IWTR
$6.35K ﹤0.01%
188
– –
94 95
96
97 98

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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.