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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
GDS icon
2401
GDS Holdings
GDS
$5.98B
$6.33K ﹤0.01%
207
– –
IHS icon
2402
IHS Holding
IHS
$2.78B
$6.32K ﹤0.01%
1,137
– –
FRPT icon
2403
Freshpet
FRPT
$3.06B
$6.32K ﹤0.01%
93
+37
+66% +$2.89K
ASA
2404
ASA Gold and Precious Metals
ASA
$919M
$6.31K ﹤0.01%
200
-157
-44% -$4.8K
PIO icon
2405
Invesco Global Water ETF
PIO
$271M
$6.3K ﹤0.01%
+141
New +$5.91K
UHAL icon
2406
U-Haul Holding Co
UHAL
$14.2B
$6.3K ﹤0.01%
104
-5
-5% -$313
RCI icon
2407
Rogers Communications
RCI
$19B
$6.29K ﹤0.01%
212
-7,900
-97% -$207K
QRVO icon
2408
Qorvo
QRVO
$8.02B
$6.28K ﹤0.01%
74
-544
-88% -$39.3K
FNCL icon
2409
Fidelity MSCI Financials Index ETF
FNCL
$2.38B
$6.28K ﹤0.01%
85
– –
IIPR icon
2410
Innovative Industrial Properties
IIPR
$1.76B
$6.27K ﹤0.01%
114
– –
ISOU
2411
IsoEnergy Ltd
ISOU
$610M
$6.25K ﹤0.01%
+875
New +$6.2K
NSP icon
2412
Insperity
NSP
$2.12B
$6.19K ﹤0.01%
103
-180
-64% -$12.6K
AXGN icon
2413
Axogen
AXGN
$2.32B
$6.18K ﹤0.01%
570
– –
TPG icon
2414
TPG
TPG
$6.82B
$6.17K ﹤0.01%
118
+8
+7% +$384
AZTA icon
2415
Azenta
AZTA
$1.31B
$6.16K ﹤0.01%
200
-952
-83% -$26.8K
RVT icon
2416
Royce Value Trust
RVT
$2.21B
$6.13K ﹤0.01%
407
– –
INGM
2417
Ingram Micro Holding
INGM
$6.87B
$6.11K ﹤0.01%
293
+49
+20% +$913
HTH icon
2418
Hilltop Holdings
HTH
$2.28B
$6.07K ﹤0.01%
200
– –
NAVI icon
2419
Navient
NAVI
$826M
$6.06K ﹤0.01%
+430
New +$5.53K
BRSP
2420
BrightSpire Capital
BRSP
$670M
$6.06K ﹤0.01%
1,200
-11,707
-91% -$59.1K
HURN icon
2421
Huron Consulting
HURN
$2.57B
$6.05K ﹤0.01%
44
+16
+57% +$2.27K
SQM icon
2422
Sociedad Química y Minera de Chile
SQM
$19.2B
$5.92K ﹤0.01%
168
+43
+34% +$1.47K
ITGR icon
2423
Integer Holdings
ITGR
$3.42B
$5.9K ﹤0.01%
48
-1
-2% -$119
NBIX icon
2424
Neurocrine Biosciences
NBIX
$18.3B
$5.78K ﹤0.01%
46
-13
-22% -$1.49K
EU
2425
enCore Energy
EU
$219M
$5.72K ﹤0.01%
2,000
– –
95 96
97
98 99

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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.