CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q1 2020No 13F holdings reported for quarters after Q4 2025. Holdings now reported by CIBC Bancorp USA.
Top Holdings835 positions
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% | $77.66 | +25.53% | 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% | $51.49 | +11.85% | 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% | $52.34 | +9.95% | 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 reported holdings worth $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 Score: 1.5/5.0.
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
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