CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q1 2019No 13F holdings reported for quarters after Q4 2025. Holdings now reported by CIBC Bancorp USA.
Top Holdings922 positions
Amazon.com, Inc. | 470,051 | $837M | 3.2% | $75.10 | +18.56% | 2 qtrssince 2018-Q4 | Decreased 0 |
Microsoft Corp. | 7.1M | $836.1M | 3.2% | $94.19 | +17.65% | 2 qtrssince 2018-Q4 | Increased 59 |
Apple Inc. | 3.6M | $683.7M | 2.6% | $37.39 | +20.94% | 2 qtrssince 2018-Q4 | Decreased 0 |
ENERGY TRANSFER L P COM UT LTD PTN | 40.6M | $624.1M | 2.4% | $6.80 | +18.00% | 2 qtrssince 2018-Q4 | Increased 56 |
ENTERPRISE PRODS PARTNERS L | 17.8M | $519.4M | 2.0% | $13.89 | +20.21% | 2 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 381,362 | $447.5M | 1.7% | $51.39 | +13.09% | 2 qtrssince 2018-Q4 | Increased 50 |
JPMorgan Chase & Co. | 4.2M | $429.6M | 1.7% | $79.22 | +5.39% | 2 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 2.7M | $427.1M | 1.6% | $124.91 | +18.59% | 2 qtrssince 2018-Q4 | Decreased 0 |
MasterCard Incorporated | 1.5M | $357.9M | 1.4% | $178.73 | +26.69% | 2 qtrssince 2018-Q4 | Decreased 0 |
Cisco Systems, Inc. | 5.8M | $310.9M | 1.2% | $35.46 | +23.84% | 2 qtrssince 2018-Q4 | Increased 54 |
American Tower Corporation | 1.6M | $307.5M | 1.2% | $132.24 | +24.08% | 2 qtrssince 2018-Q4 | Decreased 0 |
Danaher Corporation | 2.3M | $297.4M | 1.1% | $87.84 | +29.35% | 2 qtrssince 2018-Q4 | Increased 49 |
Johnson & Johnson | 2M | $283.2M | 1.1% | $104.55 | +10.56% | 2 qtrssince 2018-Q4 | Decreased 0 |
Adobe Inc | 1.1M | $281.8M | 1.1% | $224.59 | +18.66% | 2 qtrssince 2018-Q4 | Increased 50 |
HENRY JACK & ASSOC INC | 2M | $270.9M | 1.0% | $115.23 | +11.08% | 2 qtrssince 2018-Q4 | Increased 48 |
UnitedHealth Group Inc. | 1.1M | $270.2M | 1.0% | $219.60 | +0.79% | 2 qtrssince 2018-Q4 | Increased 49 |
Home Depot Inc. | 1.4M | $268M | 1.0% | $143.32 | +13.57% | 2 qtrssince 2018-Q4 | Decreased 0 |
HONEYWELL INTL INC | 1.6M | $261.2M | 1.0% | $107.16 | +21.53% | 2 qtrssince 2018-Q4 | Increased 50 |
Thermo Fisher Scientific Inc | 943,549 | $258.3M | 1.0% | $218.90 | +22.89% | 2 qtrssince 2018-Q4 | Increased 44 |
Intercontinental Exchange Inc | 3.2M | $244.3M | 0.9% | $68.08 | +2.61% | 2 qtrssince 2018-Q4 | Increased 44 |
CIBC Private Wealth Group LLC reported holdings worth $25.9B across 922 positions as of Q1 2019. Top holdings: AMZN (3.2%), MSFT (3.2%), AAPL (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 113 new positions, 55 exits, 367 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $25.9B across 922 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
No 13F holdings reported for quarters after Q4 2025.
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR