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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
HLIO icon
2426
Helios Technologies
HLIO
$2.56B
$5.67K ﹤0.01%
170
– –
FRA icon
2427
BlackRock Floating Rate Income Strategies Fund
FRA
$381M
$5.65K ﹤0.01%
430
– –
ARKF icon
2428
ARK Blockchain & Fintech Innovation ETF
ARKF
$744M
$5.58K ﹤0.01%
111
-25
-18% -$985
BBBY
2429
Bed Bath & Beyond
BBBY
$503M
$5.57K ﹤0.01%
890
– –
AWI icon
2430
Armstrong World Industries
AWI
$7.55B
$5.52K ﹤0.01%
34
-200
-85% -$29.7K
FLGV icon
2431
Franklin US Treasury Bond ETF
FLGV
$1.03B
$5.51K ﹤0.01%
+268
New +$5.46K
ARKW icon
2432
ARK Web x.0 ETF
ARKW
$1.64B
$5.5K ﹤0.01%
37
-21
-36% -$2.4K
MX icon
2433
Magnachip Semiconductor
MX
$118M
$5.5K ﹤0.01%
1,381
-101
-7% -$351
CLDT
2434
Chatham Lodging
CLDT
$638M
$5.48K ﹤0.01%
+786
New +$5.49K
NLOP
2435
Net Lease Office Properties
NLOP
$179M
$5.45K ﹤0.01%
167
+2
+1% +$61
REZ icon
2436
iShares Residential and Multisector Real Estate ETF
REZ
$906M
$5.43K ﹤0.01%
66
– –
NHC icon
2437
National Healthcare
NHC
$3.61B
$5.35K ﹤0.01%
+50
New +$5K
DRIV icon
2438
Global X Autonomous & Electric Vehicles ETF
DRIV
$370M
$5.34K ﹤0.01%
229
– –
ADUS icon
2439
Addus HomeCare
ADUS
$2.23B
$5.3K ﹤0.01%
46
+13
+39% +$1.41K
AEF
2440
abrdn Emerging Markets Equity Income Fund
AEF
$342M
$5.29K ﹤0.01%
+890
New +$4.73K
GLP icon
2441
Global Partners
GLP
$1.65B
$5.27K ﹤0.01%
100
– –
FTSL icon
2442
First Trust Senior Loan Fund ETF
FTSL
$2.32B
$5.19K ﹤0.01%
+113
New +$5.16K
ABSI icon
2443
Absci
ABSI
$1.21B
$5.15K ﹤0.01%
2,005
+1
+0% +$3
FLR icon
2444
Fluor
FLR
$6.89B
$5.13K ﹤0.01%
100
-436
-81% -$17.4K
TSEM icon
2445
Tower Semiconductor
TSEM
$22.9B
$5.12K ﹤0.01%
118
-55
-32% -$2.11K
CUK
2446
DELISTED
Carnival PLC
CUK
$5.1K ﹤0.01%
200
– –
PSN icon
2447
Parsons
PSN
$6.64B
$5.1K ﹤0.01%
71
-163
-70% -$10.8K
ONC
2448
BeOne Medicines Ltd
ONC
$34.3B
$5.08K ﹤0.01%
+21
New +$5.15K
HCSG icon
2449
Healthcare Services Group
HCSG
$1.63B
$5.04K ﹤0.01%
335
– –
PALL icon
2450
abrdn Physical Palladium Shares ETF
PALL
$610M
$5.03K ﹤0.01%
250
-175
-41% -$3.16K
96 97
98
99 100

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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.