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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
HPP
2451
Hudson Pacific Properties
HPP
$765M
$4.98K ﹤0.01%
260
– –
XP icon
2452
XP
XP
$8.68B
$4.95K ﹤0.01%
245
+138
+129% +$2.38K
RDVT icon
2453
Red Violet
RDVT
$938M
$4.92K ﹤0.01%
100
– –
KXI icon
2454
iShares Global Consumer Staples ETF
KXI
$1.08B
$4.9K ﹤0.01%
+75
New +$4.91K
AAAU icon
2455
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.44B
$4.9K ﹤0.01%
+150
New +$4.87K
DEM icon
2456
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.84B
$4.89K ﹤0.01%
108
– –
PATH icon
2457
UiPath
PATH
$6.32B
$4.88K ﹤0.01%
381
+41
+12% +$492
ARW icon
2458
Arrow Electronics
ARW
$10.8B
$4.84K ﹤0.01%
38
-19
-33% -$2.18K
BKCH icon
2459
Global X Blockchain ETF
BKCH
$212M
$4.79K ﹤0.01%
+91
New +$3.76K
ZIMV
2460
DELISTED
ZimVie
ZIMV
$4.77K ﹤0.01%
510
+66
+15% +$603
SGHT icon
2461
Sight Sciences
SGHT
$288M
$4.74K ﹤0.01%
1,148
– –
CVLT icon
2462
Commault Systems
CVLT
$4.97B
$4.71K ﹤0.01%
27
-1
-4% -$171
NATL icon
2463
NCR Atleos
NATL
$3.47B
$4.71K ﹤0.01%
165
-10
-6% -$270
KIE icon
2464
State Street SPDR S&P Insurance ETF
KIE
$671M
$4.66K ﹤0.01%
78
– –
SNRE
2465
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
$4.64K ﹤0.01%
82
– –
PLMR icon
2466
Palomar
PLMR
$3.79B
$4.63K ﹤0.01%
30
+12
+67% +$1.86K
PTEN icon
2467
Patterson-UTI
PTEN
$3.48B
$4.62K ﹤0.01%
779
+178
+30% +$1.07K
CLF icon
2468
Cleveland-Cliffs
CLF
$6.84B
$4.61K ﹤0.01%
607
-93
-13% -$691
AMN icon
2469
AMN Healthcare
AMN
$1.35B
$4.59K ﹤0.01%
222
-42
-16% -$873
IYZ icon
2470
iShares US Telecommunications ETF
IYZ
$1.19B
$4.56K ﹤0.01%
153
– –
HNDL icon
2471
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$632M
$4.5K ﹤0.01%
208
+4
+2% +$83
UNFI icon
2472
United Natural Foods
UNFI
$3.07B
$4.5K ﹤0.01%
193
– –
IPO icon
2473
Renaissance IPO ETF
IPO
$154M
$4.49K ﹤0.01%
100
– –
FOXF icon
2474
Fox Factory Holding Corp
FOXF
$801M
$4.49K ﹤0.01%
173
– –
RUSHA icon
2475
Rush Enterprises Class A
RUSHA
$6.13B
$4.48K ﹤0.01%
87
-49
-36% -$2.49K
97 98
99
100 101

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Comerica Bank
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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.