CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings1,022 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.8M | $2.1B | 4.9% | $132.28 | +97.77% | 11 qtrssince 2018-Q4 | Increased 58 |
AMAZON.COM INC | 555,532 | $1.9B | 4.4% | $103.70 | +66.26% | 11 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 12.3M | $1.7B | 3.9% | $99.00 | +34.73% | 11 qtrssince 2018-Q4 | Decreased 0 |
BLACKSTONE INC | 10M | $973.6M | 2.2% | $45.34 | +78.80% | 8 qtrssince 2019-Q3 | Increased 55 |
ALPHABET INC-CL A | 398,642 | $973.4M | 2.2% | $69.77 | +73.94% | 11 qtrssince 2018-Q4 | Increased 59 |
VISA INC-CLASS A SHARES | 3.7M | $859.6M | 2.0% | $153.00 | +46.94% | 11 qtrssince 2018-Q4 | Increased 53 |
JPMORGAN CHASE & CO | 4.8M | $744M | 1.7% | $83.20 | +64.12% | 11 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC-CL C | 289,259 | $725M | 1.7% | $52.93 | +136.32% | 11 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 2.1M | $655.3M | 1.5% | $188.68 | +51.05% | 11 qtrssince 2018-Q4 | Increased 50 |
UNITEDHEALTH GROUP INC | 1.5M | $610.1M | 1.4% | $233.85 | +58.05% | 11 qtrssince 2018-Q4 | Increased 49 |
DANAHER CORP | 2.1M | $557M | 1.3% | $114.99 | +104.65% | 11 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 915,822 | $536.3M | 1.2% | $338.95 | +74.29% | 11 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB (CHARLES) CORP | 7.2M | $524M | 1.2% | $40.63 | +67.20% | 11 qtrssince 2018-Q4 | Increased 56 |
S&P GLOBAL INC | 1.2M | $491.8M | 1.1% | $328.80 | +20.31% | 11 qtrssince 2018-Q4 | Increased 52 |
ABBOTT LABORATORIES | 4.1M | $472.5M | 1.1% | $83.09 | +26.12% | 11 qtrssince 2018-Q4 | Decreased 0 |
ALPS CLEAN ENERGY ETF | 6.1M | $463.7M | 1.1% | $44.81 | +63.44% | 11 qtrssince 2018-Q4 | Increased 53 |
HONEYWELL INTL INC | 2.1M | $454.8M | 1.0% | $122.58 | +51.25% | 11 qtrssince 2018-Q4 | Increased 49 |
CISCO SYSTEMS INC | 8.2M | $432.6M | 1.0% | $35.89 | +28.49% | 11 qtrssince 2018-Q4 | Increased 44 |
T-MOBILE US INC | 3M | $428.2M | 1.0% | $76.98 | +81.98% | 11 qtrssince 2018-Q4 | Decreased 0 |
ENTERPRISE PRODUCTS PARTNERS | 17.3M | $416.3M | 1.0% | $14.53 | +14.29% | 11 qtrssince 2018-Q4 | Increased 51 |
CIBC Private Wealth Group LLC manages $43.5B across 1022 positions as of Q2 2021. Top holdings: MSFT (4.9%), AMZN (4.4%), AAPL (3.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 97 new positions, 97 exits, 310 increased. Top move: GOOGL (INCREASED, conviction 59). Portfolio: $43.5B across 1022 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer