CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings1,021 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.8M | $1.8B | 4.6% | $132.11 | +68.78% | 10 qtrssince 2018-Q4 | Increased 60 |
AMAZON.COM INC | 557,116 | $1.7B | 4.3% | $103.70 | +47.31% | 10 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 12.4M | $1.5B | 3.8% | $99.00 | +19.96% | 10 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 367,883 | $758.8M | 1.9% | $65.46 | +55.15% | 10 qtrssince 2018-Q4 | Increased 56 |
BLACKSTONE INC | 9.9M | $740M | 1.9% | $45.01 | +36.94% | 7 qtrssince 2019-Q3 | Increased 53 |
VISA INC-CLASS A SHARES | 3.5M | $730.5M | 1.8% | $148.29 | +37.08% | 10 qtrssince 2018-Q4 | Increased 57 |
JPMORGAN CHASE & CO | 4.8M | $726.8M | 1.8% | $83.10 | +63.71% | 10 qtrssince 2018-Q4 | Increased 51 |
HOME DEPOT INC | 2M | $619.8M | 1.6% | $187.52 | +44.82% | 10 qtrssince 2018-Q4 | Increased 58 |
ALPHABET INC-CL C | 295,434 | $611.1M | 1.5% | $52.93 | +92.73% | 10 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.5M | $566.9M | 1.4% | $233.85 | +47.77% | 10 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 4.6M | $546.3M | 1.4% | $83.09 | +29.89% | 10 qtrssince 2018-Q4 | Increased 50 |
DANAHER CORP | 2.1M | $480.8M | 1.2% | $114.99 | +68.35% | 10 qtrssince 2018-Q4 | Decreased 0 |
UNION PACIFIC CORP | 2.1M | $451.8M | 1.1% | $144.58 | +37.38% | 10 qtrssince 2018-Q4 | Increased 56 |
HONEYWELL INTL INC | 2.1M | $448.8M | 1.1% | $122.40 | +52.32% | 10 qtrssince 2018-Q4 | Increased 52 |
ALPS CLEAN ENERGY ETF | 5.7M | $447.9M | 1.1% | $42.95 | +66.31% | 10 qtrssince 2018-Q4 | Increased 53 |
ADOBE INC | 918,556 | $436.7M | 1.1% | $338.95 | +37.33% | 10 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 8.2M | $421.5M | 1.1% | $35.87 | +24.86% | 10 qtrssince 2018-Q4 | Increased 49 |
SCHWAB (CHARLES) CORP | 6.4M | $414.1M | 1.0% | $37.00 | +63.93% | 10 qtrssince 2018-Q4 | Decreased 0 |
S&P GLOBAL INC | 1.1M | $402.7M | 1.0% | $325.46 | +4.22% | 10 qtrssince 2018-Q4 | Increased 64 |
T-MOBILE US INC | 3M | $372.9M | 0.9% | $76.98 | +56.44% | 10 qtrssince 2018-Q4 | Increased 46 |
CIBC Private Wealth Group LLC manages $39.7B across 1021 positions as of Q1 2021. Top holdings: MSFT (4.6%), AMZN (4.3%), AAPL (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 121 new positions, 72 exits, 366 increased. Top move: SPGI (INCREASED, conviction 64). Portfolio: $39.7B across 1021 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