CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings922 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 470,051 | $837M | 3.2% | $73.90 | +20.49% | 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 EQUITY LP | 40.6M | $624.1M | 2.4% | $6.80 | +18.00% | 2 qtrssince 2018-Q4 | Increased 56 |
ENTERPRISE PRODUCTS PARTNERS | 17.8M | $519.4M | 2.0% | $13.89 | +20.21% | 2 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 381,362 | $447.5M | 1.7% | $51.56 | +12.93% | 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-CLASS A SHARES | 2.7M | $427.1M | 1.6% | $124.91 | +18.59% | 2 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 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 CORP | 1.6M | $307.5M | 1.2% | $132.24 | +24.08% | 2 qtrssince 2018-Q4 | Decreased 0 |
DANAHER CORP | 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 |
JACK HENRY & ASSOCIATES 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 |
INTERCONTINENTALEXCHANGE GRO COM | 3.2M | $244.3M | 0.9% | $68.08 | +2.61% | 2 qtrssince 2018-Q4 | Increased 44 |
CIBC Private Wealth Group LLC manages $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 Rating: 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
Position Outcomes
Best and worst performing positions by estimated return
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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