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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 | +35.37% | +20.48% | 3,759,901.0 | Software | |
AAPL | Apple Inc | 10,897,899 | 1,879,015.8 | -1.28% | 3.970 | -0.06% | 0.070 | +4.80% | -14.28% | 3,200,643.0 | Hardware | |
AMZN | Amazon.com Inc | 10,681,706 | 1,822,939.9 | -0.13% | 3.850 | -0.01% | 0.100 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
ODFL | Old Dominion Freight Line Inc | 8,675,751 | 1,286,961.0 | -0.12% | 2.720 | 0% | 4.110 | +8.51% | -5.59% | 35,077.9 | Transportation | |
NVDA | NVIDIA Corp | 12,886,857 | 1,241,004.4 | -4.33% | 2.620 | -0.15% | 0.050 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
GOOGL | Alphabet Inc | 7,972,681 | 1,153,646.9 | -1.94% | 2.440 | -0.06% | 0.070 | +22.60% | +0.73% | 2,312,572.8 | Interactive Media | |
V | Visa Inc | 3,131,282 | 965,280.3 | -0.90% | 2.040 | -0.02% | 0.160 | +6.43% | +12.80% | 694,059.1 | Credit Services | |
UNH | UnitedHealth Group Inc | 1,435,439 | 793,912.6 | -0.23% | 1.680 | 0% | 0.160 | -31.16% | -41.52% | 265,347.7 | Healthcare Plans | |
JPM | JPMorgan Chase & Co | 3,250,085 | 704,846.0 | +0.23% | 1.490 | 0% | 0.120 | +23.79% | +25.81% | 815,993.3 | Banks | |
META | Meta Platforms Inc | 1,174,698 | 599,624.4 | +18.68% | 1.270 | +0.20% | 0.050 | +37.26% | +22.08% | 1,794,173.6 | 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 | $112.20 | -5.04% | 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 | $100.63 | 0.12% | 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 | $1,120.37 | 14.31% | New holding | 265,301 | 265,301 | |
USB | U.S. Bancorp | 2025-03-31 | Reduce Reduce | -0.43% | 40.92 ($46.14) 50.9 | $46.29 | 0.33% | 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 | $239.27 | 11.44% | 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 | $296.60 | -26.11% | 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 | $380.24 | 22.12% | Add 1822.53% | 628,976 | 596,260 | |
AVGO | Broadcom Inc | 2025-03-31 | Add Add | +0.30% | 167.43 ($211.65) 244.7 | $283.69 | 34.04% | 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 | $180.57 | 4.50% | Reduce -45.35% | 1,009,029 | -837,214 | |
BX | Blackstone Inc | 2025-03-31 | Reduce Reduce | -0.25% | 136.53 ($162.31) 186.74 | $171.96 | 5.95% | Reduce -16.41% | 4,043,575 | -793,974 |
CIBC Private Wealth Group LLC Total Holding History ($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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