CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings3,065 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 6.8M | $2.9B | 5.6% | $206.55 | +101.07% | 22 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 11.3M | $2B | 4.0% | $105.79 | +70.51% | 22 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 10.2M | $1.7B | 3.4% | $131.17 | +29.32% | 22 qtrssince 2018-Q4 | Decreased 0 |
OLD DOMINION FREIGHT LINE | 7.4M | $1.6B | 3.1% | $195.57 | +10.89% | 22 qtrssince 2018-Q4 | Increased 94 |
ALPHABET INC-CL A | 7.6M | $1.2B | 2.3% | $97.88 | +53.05% | 22 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 1.3M | $1.2B | 2.3% | $48.76 | +85.21% | 22 qtrssince 2018-Q4 | Increased 63 |
VISA INC-CLASS A SHARES | 3.3M | $915.9M | 1.8% | $187.05 | +46.42% | 22 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.5M | $750M | 1.5% | $354.90 | +34.47% | 22 qtrssince 2018-Q4 | Increased 53 |
ALPHABET INC-CL C | 4.7M | $731.9M | 1.4% | $97.86 | +54.44% | 22 qtrssince 2018-Q4 | Decreased 0 |
BLACKSTONE INC | 5.4M | $711.1M | 1.4% | $60.42 | +100.91% | 19 qtrssince 2019-Q3 | Decreased 0 |
HOME DEPOT INC | 1.7M | $628.1M | 1.2% | $236.20 | +55.59% | 22 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 3.2M | $627.1M | 1.2% | $102.22 | +87.73% | 22 qtrssince 2018-Q4 | Decreased 0 |
ASTRAZENECA PLC | 9.3M | $625.1M | 1.2% | $118.13 | +12.76% | 22 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 753,121 | $572.8M | 1.1% | $307.07 | +149.08% | 22 qtrssince 2018-Q4 | Increased 49 |
DANAHER CORP | 2.3M | $564M | 1.1% | $172.18 | +43.67% | 22 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 4.9M | $546.5M | 1.1% | $90.55 | +19.14% | 22 qtrssince 2018-Q4 | Decreased 0 |
NEXTERA ENERGY INC | 8.2M | $521.8M | 1.0% | — | — | — | — |
MARTIN MARIETTA MATERIALS | 850,814 | $514.2M | 1.0% | $322.03 | +88.78% | 15 qtrssince 2020-Q3 | Decreased 0 |
S&P GLOBAL INC | 1.2M | $511M | 1.0% | $338.00 | +24.24% | 22 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE.COM INC | 1.7M | $505.2M | 1.0% | $197.01 | +51.24% | 22 qtrssince 2018-Q4 | Decreased 0 |
CIBC Private Wealth Group LLC manages $51.1B across 3065 positions as of Q1 2024. Top holdings: MSFT (5.6%), AMZN (4.0%), AAPL (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 1945 new positions, 23 exits, 453 increased. Top move: ODFL (INCREASED, conviction 94). Portfolio: $51.1B across 3065 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