CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings835 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.5M | $1.2B | 5.1% | $96.61 | +57.90% | 6 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 541,274 | $1.1B | 4.5% | $76.62 | +28.16% | 6 qtrssince 2018-Q4 | Increased 58 |
APPLE INC | 3.6M | $927.3M | 4.0% | $38.68 | +58.55% | 6 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 3.1M | $495.4M | 2.1% | $129.89 | +18.36% | 6 qtrssince 2018-Q4 | Decreased 0 |
DANAHER CORP | 2.8M | $383.4M | 1.6% | $94.85 | +28.40% | 6 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 4.2M | $380.2M | 1.6% | $80.40 | -1.26% | 6 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 2.7M | $356.4M | 1.5% | $108.67 | +4.04% | 6 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 303,384 | $352.8M | 1.5% | $51.67 | +10.15% | 6 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.4M | $345.7M | 1.5% | $220.55 | +3.76% | 6 qtrssince 2018-Q4 | Increased 55 |
FIDELITY NATIONAL INFO SERV | 2.7M | $328.7M | 1.4% | $96.89 | +14.89% | 6 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 989,394 | $314.9M | 1.4% | $228.64 | +39.25% | 6 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 1.3M | $303.2M | 1.3% | $178.73 | +36.98% | 6 qtrssince 2018-Q4 | Decreased 0 |
JACK HENRY & ASSOCIATES INC | 1.9M | $294.5M | 1.3% | $115.23 | +26.33% | 6 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 3.7M | $289.1M | 1.2% | $65.65 | +6.59% | 6 qtrssince 2018-Q4 | Increased 69 |
THERMO FISHER SCIENTIFIC INC | 1M | $289.1M | 1.2% | $225.10 | +24.74% | 6 qtrssince 2018-Q4 | Decreased 0 |
AMERICAN TOWER CORP | 1.3M | $287.3M | 1.2% | $135.31 | +44.41% | 6 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 7.2M | $284.9M | 1.2% | $36.11 | -6.67% | 6 qtrssince 2018-Q4 | Increased 58 |
ALPHABET INC-CL A | 233,539 | $271.4M | 1.2% | $52.50 | +8.36% | 6 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 1.4M | $267.3M | 1.1% | $145.48 | +17.37% | 6 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 2.2M | $264.5M | 1.1% | $93.47 | +12.56% | 6 qtrssince 2018-Q4 | Increased 49 |
CIBC Private Wealth Group LLC manages $23.3B across 835 positions as of Q1 2020. Top holdings: MSFT (5.1%), AMZN (4.5%), AAPL (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.
Active quarter - 87 new positions, 148 exits, 287 increased. Top move: ABT (INCREASED, conviction 69). Portfolio: $23.3B across 835 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Last filed Q4 2025 - no longer filing.
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