CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings886 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 23.4M | $3.9B | 4.3% | $130.71 | +24.13% | 18 qtrssince 2018-Q4 | Increased 94 |
T-MOBILE US INC | 4.9M | $2.7B | 3.0% | $107.23 | +30.25% | 18 qtrssince 2018-Q4 | Increased 86 |
AMAZON.COM INC | 23.4M | $2.4B | 2.7% | $105.44 | -3.27% | 18 qtrssince 2018-Q4 | Increased 88 |
US BANCORP | 11.5M | $2.4B | 2.6% | $34.43 | -9.53% | 18 qtrssince 2018-Q4 | Increased 88 |
INTERCONTINENTALEXCHANGE GRO COM | 5.5M | $2.3B | 2.6% | $91.88 | +8.01% | 18 qtrssince 2018-Q4 | Increased 88 |
BARCLAYS BANK PLC | 23M | $2.3B | 2.5% | $14.30 | +12.44% | 18 qtrssince 2018-Q4 | Increased 88 |
NEXTERA ENERGY INC | 15M | $2.2B | 2.4% | — | — | — | — |
HONEYWELL INTL INC | 4.8M | $2B | 2.2% | $150.55 | +11.59% | 18 qtrssince 2018-Q4 | Increased 88 |
ALPHABET INC-CL A | 17.1M | $1.8B | 2.0% | $97.88 | +2.30% | 18 qtrssince 2018-Q4 | Increased 81 |
JP MORGAN CHASE & CO | 14.6M | $1.7B | 1.9% | $17.58 | +17.70% | 18 qtrssince 2018-Q4 | Increased 81 |
MICROSOFT CORP | 15.3M | $1.5B | 1.7% | $206.55 | +34.65% | 18 qtrssince 2018-Q4 | Increased 81 |
PLAINS ALL AMER PIPELINE LP | 10.2M | $1.5B | 1.7% | $8.17 | +16.44% | 18 qtrssince 2018-Q4 | Increased 75 |
ASTRAZENECA PLC | 19.8M | $1.4B | 1.5% | $117.02 | +13.24% | 18 qtrssince 2018-Q4 | Increased 78 |
ALPHABET INC-CL C | 11.1M | $1.2B | 1.3% | $97.86 | +2.77% | 18 qtrssince 2018-Q4 | Increased 81 |
BLACKSTONE INC | 12.9M | $1.1B | 1.3% | $60.42 | +29.92% | 15 qtrssince 2019-Q3 | Increased 77 |
LLOYDS BANKING GROUP PLC-ADR | 30.2M | $1.1B | 1.3% | $1.77 | +7.87% | 14 qtrssince 2019-Q4 | Increased 81 |
ENTERPRISE PRODUCTS PARTNERS | 22.2M | $1.1B | 1.2% | $17.24 | +17.89% | 18 qtrssince 2018-Q4 | Increased 79 |
DANAHER CORP | 4.3M | $1.1B | 1.2% | $172.18 | +26.83% | 18 qtrssince 2018-Q4 | Increased 81 |
ABBOTT LABORATORIES | 10.3M | $1B | 1.2% | $90.30 | +4.32% | 18 qtrssince 2018-Q4 | Increased 81 |
FISERV INC | 4.8M | $984.3M | 1.1% | $98.41 | +14.82% | 18 qtrssince 2018-Q4 | Increased 81 |
CIBC Private Wealth Group LLC manages $90.3B across 886 positions as of Q1 2023. Top holdings: AAPL (4.3%), TMUS (3.0%), AMZN (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.
Active quarter - 96 new positions, 68 exits, 764 increased. Top move: AAPL (INCREASED, conviction 94). Portfolio: $90.3B across 886 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