CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q2 2023No 13F holdings reported for quarters after Q4 2025. Holdings now reported by CIBC Bancorp USA.
Top Holdings876 positions
MICROSOFT CORP | 7.6M | $2.6B | 5.7% | $206.55 | +59.17% | 19 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 11.8M | $2.3B | 5.0% | $111.50 | +71.41% | 19 qtrssince 2018-Q4 | Increased 62 |
AMAZON.COM INC | 11.7M | $1.5B | 3.3% | $105.70 | +23.33% | 19 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 8.4M | $1B | 2.2% | $88.97 | +33.27% | 19 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 3.8M | $904.9M | 2.0% | $187.05 | +23.87% | 19 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.5M | $732.6M | 1.6% | $347.66 | +30.73% | 19 qtrssince 2018-Q4 | Decreased 0 |
ASTRAZENECA PLC | 10M | $713.8M | 1.6% | $117.14 | +16.06% | 19 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC-CL C | 5.5M | $664.8M | 1.5% | $78.01 | +53.62% | 19 qtrssince 2018-Q4 | Decreased 0 |
NEXTERA ENERGY INC | 8.9M | $660M | 1.4% | $65.03 | +3.66% | 19 qtrssince 2018-Q4 | Increased 59 |
HOME DEPOT INC | 2M | $618.8M | 1.4% | $234.36 | +23.46% | 19 qtrssince 2018-Q4 | Increased 54 |
BLACKSTONE GROUP INC/THE-A | 6.3M | $586.2M | 1.3% | $60.42 | +38.82% | 16 qtrssince 2019-Q3 | Decreased 0 |
S&P GLOBAL INC | 1.4M | $575M | 1.3% | $338.00 | +14.84% | 19 qtrssince 2018-Q4 | Increased 50 |
ABBOTT LABORATORIES | 5.3M | $573.9M | 1.3% | $90.55 | +12.56% | 19 qtrssince 2018-Q4 | Increased 51 |
OLD DOMINION FREIGHT LINE | 1.4M | $524.5M | 1.1% | $142.04 | +27.78% | 19 qtrssince 2018-Q4 | Increased 51 |
DANAHER CORP | 2.2M | $517M | 1.1% | $172.18 | +20.86% | 19 qtrssince 2018-Q4 | Decreased 0 |
ROPER TECHNOLOGIES INC | 1.1M | $508.9M | 1.1% | $393.27 | +19.08% | 19 qtrssince 2018-Q4 | Increased 50 |
HONEYWELL INTERNATIONAL INC | 2.4M | $495.5M | 1.1% | $150.55 | +22.46% | 19 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 3.4M | $492.9M | 1.1% | $102.22 | +31.72% | 19 qtrssince 2018-Q4 | Increased 50 |
MARTIN MARIETTA MATERIALS | 1M | $483.4M | 1.1% | $322.03 | +40.14% | 12 qtrssince 2020-Q3 | Increased 49 |
RAYTHEON TECHNOLOGIES CORP | 4.8M | $473.8M | 1.0% | $74.68 | +22.70% | 13 qtrssince 2020-Q2 | Decreased 0 |
CIBC Private Wealth Group LLC reported holdings worth $45.7B across 876 positions as of Q2 2023. Top holdings: MSFT (5.7%), AAPL (5.0%), AMZN (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 54 new positions, 64 exits, 361 increased. Top move: AAPL (INCREASED, conviction 62). Portfolio: $45.7B across 876 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
No 13F holdings reported for quarters after Q4 2025.
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
Verify source filings on SEC EDGAR