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CIBC Private Wealth Group LLC13F | |
| CIBC Private Wealth Group LLC | |
| Last update 2025-05-14 | 3078 Stocks (348 new) |
| Value $47.35 Bil | Turnover 7 % |
CIBC Private Wealth Group LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 6,937,468 | 2,459,748.5 | +1.51% | 5.190 | +0.08% | 0.090 | +30.69% | +19.84% | 3,739,981.7 | Software | |
AAPL | Apple Inc | 10,897,899 | 1,879,015.8 | -1.28% | 3.970 | -0.06% | 0.070 | +4.22% | -15.78% | 3,142,348.4 | Hardware | |
AMZN | Amazon.com Inc | 10,681,706 | 1,822,939.9 | -0.13% | 3.850 | -0.01% | 0.100 | +25.98% | +3.13% | 2,401,949.7 | Retail - Cyclical | |
ODFL | Old Dominion Freight Line Inc | 8,675,751 | 1,286,961.0 | -0.12% | 2.720 | 0% | 4.110 | +8.11% | -6.17% | 34,861.3 | Transportation | |
NVDA | NVIDIA Corp | 12,886,857 | 1,241,004.4 | -4.33% | 2.620 | -0.15% | 0.050 | +52.00% | +27.01% | 4,158,968.6 | Semiconductors | |
GOOGL | Alphabet Inc | 7,972,681 | 1,153,646.9 | -1.94% | 2.440 | -0.06% | 0.070 | +16.58% | -3.62% | 2,215,486.7 | Interactive Media | |
V | Visa Inc | 3,131,282 | 965,280.3 | -0.90% | 2.040 | -0.02% | 0.160 | +3.69% | +10.37% | 679,105.1 | Credit Services | |
UNH | UnitedHealth Group Inc | 1,435,439 | 793,912.6 | -0.23% | 1.680 | 0% | 0.160 | -48.17% | -39.95% | 272,468.7 | Healthcare Plans | |
JPM | JPMorgan Chase & Co | 3,250,085 | 704,846.0 | +0.23% | 1.490 | 0% | 0.120 | +24.74% | +22.69% | 804,297.7 | Banks | |
META | Meta Platforms Inc | 1,174,698 | 599,624.4 | +18.68% | 1.270 | +0.20% | 0.050 | +37.98% | +23.01% | 1,807,927.0 | Interactive Media |
CIBC Private Wealth Group LLC's Historical Top Holdings Breakdowns
CIBC Private Wealth Group LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FTAI | FTAI Aviation Ltd | 2025-03-31 | Reduce Reduce | -1.12% | 83.79 ($118.16) 174.02 | $115.49 | -2.26% | Reduce -97.93% | 77,218 | -3,647,373 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Add Add | +0.68% | 100.34 ($100.51) 100.68 | $100.52 | 0.01% | Add 3869.95% | 3,311,219 | 3,227,812 | |
BLK | BlackRock Inc | 2025-03-31 | New Buy New Buy | +0.46% | 900.46 ($980.1) 1075.5 | $1,047.23 | 6.85% | New holding | 265,301 | 265,301 | |
USB | U.S. Bancorp | 2025-03-31 | Reduce Reduce | -0.43% | 40.92 ($46.14) 50.9 | $46.70 | 1.22% | Reduce -95.87% | 209,556 | -4,862,503 | |
HON | Honeywell International Inc | 2025-03-31 | Reduce Reduce | -0.42% | 202.75 ($214.7) 226.52 | $238.06 | 10.88% | Reduce -87.44% | 150,462 | -1,047,544 | |
ELV | Elevance Health Inc | 2025-03-31 | Add Add | +0.38% | 365.83 ($401.43) 436.25 | $339.43 | -15.44% | Add 57.7% | 1,136,041 | 415,674 | |
ETN | Eaton Corp PLC | 2025-03-31 | Add Add | +0.31% | 271.83 ($311.37) 371.23 | $364.30 | 17.00% | Add 1822.53% | 628,976 | 596,260 | |
AVGO | Broadcom Inc | 2025-03-31 | Add Add | +0.30% | 167.43 ($211.65) 244.7 | $279.44 | 32.03% | Add 180.09% | 1,391,003 | 894,375 | |
ARES | Ares Management Corp | 2025-03-31 | Reduce Reduce | -0.28% | 140.19 ($172.79) 198.22 | $179.08 | 3.64% | Reduce -45.35% | 1,009,029 | -837,214 | |
BX | Blackstone Inc | 2025-03-31 | Reduce Reduce | -0.25% | 136.53 ($162.31) 186.74 | $162.70 | 0.24% | Reduce -16.41% | 4,043,575 | -793,974 |
CIBC Private Wealth Group LLC Total Holding History ($B)
CIBC Private Wealth Group LLC's Asset Allocation
CIBC Private Wealth Group LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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CIBC Private Wealth Group LLC's Hypothetical Growth since 2025-03-31
CIBC Private Wealth Group LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CIBC Private Wealth Group LLC's Holdings Heat Map
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CIBC Private Wealth Group LLC's Holdings Bubble Chart
CIBC Private Wealth Group LLC News
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