CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings914 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.7M | $1B | 3.6% | $96.61 | +30.77% | 3 qtrssince 2018-Q4 | Increased 63 |
AMAZON.COM INC | 514,703 | $974.7M | 3.4% | $75.70 | +25.07% | 3 qtrssince 2018-Q4 | Increased 64 |
APPLE INC | 3.8M | $754.5M | 2.6% | $37.95 | +24.65% | 3 qtrssince 2018-Q4 | Increased 58 |
ENERGY TRANSFER EQUITY LP | 41.4M | $583.1M | 2.0% | $6.81 | +10.06% | 3 qtrssince 2018-Q4 | Increased 55 |
VISA INC-CLASS A SHARES | 3.1M | $539.9M | 1.9% | $129.75 | +27.05% | 3 qtrssince 2018-Q4 | Increased 56 |
JPMORGAN CHASE & CO | 4.6M | $510.4M | 1.8% | $80.19 | +15.88% | 3 qtrssince 2018-Q4 | Increased 53 |
ENTERPRISE PRODUCTS PARTNERS | 17.6M | $508.7M | 1.8% | $13.89 | +21.07% | 3 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 386,300 | $417.6M | 1.5% | $51.59 | +3.98% | 3 qtrssince 2018-Q4 | Increased 50 |
MASTERCARD INC - A | 1.5M | $391.4M | 1.4% | $178.73 | +42.54% | 3 qtrssince 2018-Q4 | Decreased 0 |
DANAHER CORP | 2.6M | $372M | 1.3% | $92.60 | +33.01% | 3 qtrssince 2018-Q4 | Increased 56 |
CISCO SYSTEMS INC | 6.5M | $358.3M | 1.3% | $36.58 | +22.44% | 3 qtrssince 2018-Q4 | Increased 56 |
AMERICAN TOWER CORP | 1.7M | $343.6M | 1.2% | $135.06 | +27.16% | 3 qtrssince 2018-Q4 | Increased 53 |
HONEYWELL INTL INC | 1.9M | $334.5M | 1.2% | $112.37 | +27.94% | 3 qtrssince 2018-Q4 | Increased 57 |
ADOBE INC | 1.1M | $328.6M | 1.2% | $228.22 | +29.11% | 3 qtrssince 2018-Q4 | Increased 52 |
JOHNSON & JOHNSON | 2.3M | $319.3M | 1.1% | $105.88 | +9.52% | 3 qtrssince 2018-Q4 | Increased 55 |
INTERCONTINENTALEXCHANGE GRO COM | 3.7M | $317.4M | 1.1% | $69.53 | +13.78% | 3 qtrssince 2018-Q4 | Increased 56 |
UNITEDHEALTH GROUP INC | 1.3M | $308.7M | 1.1% | $219.57 | -0.08% | 3 qtrssince 2018-Q4 | Increased 56 |
THERMO FISHER SCIENTIFIC INC | 1M | $303.9M | 1.1% | $225.07 | +28.32% | 3 qtrssince 2018-Q4 | Increased 54 |
HOME DEPOT INC | 1.4M | $301.6M | 1.1% | $144.59 | +22.87% | 3 qtrssince 2018-Q4 | Increased 51 |
FIDELITY NATIONAL INFO SERV | 2.2M | $267.8M | 0.9% | $91.54 | +18.15% | 3 qtrssince 2018-Q4 | Increased 51 |
CIBC Private Wealth Group LLC manages $28.5B across 914 positions as of Q2 2019. Top holdings: MSFT (3.6%), AMZN (3.4%), AAPL (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 65 new positions, 73 exits, 324 increased. Top move: AMZN (INCREASED, conviction 64). Portfolio: $28.5B across 914 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