CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings589 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 5.3M | $1.1B | 5.3% | $96.61 | +96.10% | 7 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 381,564 | $1.1B | 5.1% | $76.62 | +74.90% | 7 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 2.5M | $904.1M | 4.4% | $38.68 | +128.06% | 7 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.5M | $483.2M | 2.3% | $129.89 | +42.14% | 7 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 282,540 | $399.4M | 1.9% | $51.67 | +33.99% | 7 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.3M | $371.1M | 1.8% | $220.55 | +20.17% | 7 qtrssince 2018-Q4 | Decreased 0 |
DANAHER CORP | 2.1M | $364.2M | 1.8% | $94.85 | +57.35% | 7 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 2.6M | $362M | 1.8% | $108.67 | +9.52% | 7 qtrssince 2018-Q4 | Decreased 0 |
JACK HENRY & ASSOCIATES INC | 1.9M | $348.9M | 1.7% | $115.23 | +47.26% | 7 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 7M | $324.8M | 1.6% | $36.11 | +7.84% | 7 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 1.2M | $308.3M | 1.5% | $145.48 | +48.18% | 7 qtrssince 2018-Q4 | Decreased 0 |
ENTERPRISE PRODUCTS PARTNERS | 16.6M | $301.7M | 1.5% | $14.15 | -19.43% | 7 qtrssince 2018-Q4 | Increased 49 |
ALPHABET INC-CL A | 194,981 | $276.5M | 1.3% | $52.50 | +32.06% | 7 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 2M | $269.7M | 1.3% | $93.47 | +18.50% | 7 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 2.9M | $269.2M | 1.3% | $80.40 | -0.76% | 7 qtrssince 2018-Q4 | Decreased 0 |
QUALCOMM INC | 2.9M | $260.6M | 1.3% | $49.95 | +58.44% | 7 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY NATIONAL INFO SERV | 1.9M | $258.2M | 1.3% | $96.89 | +20.59% | 7 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 583,890 | $254.2M | 1.2% | $228.64 | +85.53% | 7 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 680,491 | $246.6M | 1.2% | $225.10 | +53.66% | 7 qtrssince 2018-Q4 | Decreased 0 |
T-MOBILE US INC | 2.3M | $242.2M | 1.2% | $65.88 | +55.38% | 7 qtrssince 2018-Q4 | Decreased 0 |
CIBC Private Wealth Group LLC manages $20.6B across 589 positions as of Q2 2020. Top holdings: MSFT (5.3%), AMZN (5.1%), AAPL (4.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 43 new positions, 289 exits, 110 increased. Top move: EPD (INCREASED, conviction 49). Portfolio: $20.6B across 589 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