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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
MSFT icon
1
Microsoft
MSFT
$2.83T
$3.34B 5.96%
6,709,310
-228,158
-3% -$99.1M
AMZN icon
2
Amazon
AMZN
$2.51T
$2.33B 4.17%
10,635,297
-46,409
-0.4% -$9.18M
AAPL icon
3
Apple
AAPL
$4.72T
$2.22B 3.97%
10,821,497
-76,402
-0.7% -$15.4M
NVDA icon
4
NVIDIA
NVDA
$5.06T
$1.95B 3.48%
12,343,698
-543,159
-4% -$68.4M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$3.89T
$1.27B 2.26%
7,183,959
-788,722
-10% -$129M
V icon
6
Visa
V
$669B
$990M 1.77%
2,789,285
-341,997
-11% -$119M
JPM icon
7
JPMorgan Chase
JPM
$930B
$942M 1.68%
3,248,027
-2,058
-0.1% -$525K
META icon
8
Meta Platforms (Facebook)
META
$1.54T
$875M 1.56%
1,185,366
+10,668
+0.9% +$6.59M
RTX icon
9
RTX Corp
RTX
$282B
$616M 1.1%
4,216,484
+26,542
+0.6% +$3.54M
BX icon
10
Blackstone
BX
$99.6B
$611M 1.09%
4,084,704
+41,129
+1% +$5.65M
GOOG icon
11
Alphabet (Google) Class C
GOOG
$3.89T
$583M 1.04%
3,286,135
-509,616
-13% -$84.2M
ODFL icon
12
Old Dominion Freight Line
ODFL
$48B
$583M 1.04%
3,590,839
-5,084,912
-59% -$811M
AZN icon
13
AstraZeneca
AZN
$261B
$575M 1.03%
4,116,181
+6,749
+0.2% +$946K
ABT icon
14
Abbott
ABT
$175B
$560M 1%
4,118,212
+112,388
+3% +$14.8M
CRM icon
15
Salesforce
CRM
$129B
$518M 0.92%
1,898,621
+31,853
+2% +$8.52M
NEE icon
16
NextEra Energy
NEE
$187B
$517M 0.92%
7,444,585
-513,263
-6% -$35.7M
AVGO icon
17
Broadcom
AVGO
$1.87T
$489M 0.87%
1,774,563
+383,560
+28% +$83.3M
SPGI icon
18
S&P Global
SPGI
$124B
$482M 0.86%
913,782
-2,734
-0.3% -$1.36M
CME icon
19
CME Group
CME
$91.9B
$475M 0.85%
1,724,691
-1,624
-0.1% -$442K
VO icon
20
Vanguard Mid-Cap ETF
VO
$106B
$466M 0.83%
6,667,448
+275,640
+4% +$18.1M
CSCO icon
21
Cisco
CSCO
$444B
$465M 0.83%
6,702,907
-21,849
-0.3% -$1.34M
LLY icon
22
Eli Lilly
LLY
$1.06T
$463M 0.83%
593,349
+10,893
+2% +$8.46M
ATMP icon
23
iPath Select MLP ETN
ATMP
$648M
$458M 0.82%
15,620,200
+68,863
+0.4% +$1.99M
XOM icon
24
ExxonMobil
XOM
$650B
$442M 0.79%
4,099,966
+14,076
+0.3% +$1.5M
VOO icon
25
Vanguard S&P 500 ETF
VOO
$967B
$442M 0.79%
777,889
+6,881
+0.9% +$3.62M
1
2 3 4 5

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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.