CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings877 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 15.2M | $5.2B | 5.7% | $206.55 | +59.17% | 19 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 23.6M | $4.6B | 5.0% | $131.17 | +45.71% | 19 qtrssince 2018-Q4 | Increased 62 |
AMAZON.COM INC | 23.4M | $3B | 3.3% | $105.44 | +21.30% | 19 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 16.8M | $2B | 2.2% | $97.88 | +20.77% | 19 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 7.6M | $1.8B | 2.0% | $187.05 | +23.87% | 19 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 3M | $1.5B | 1.6% | $347.66 | +30.73% | 19 qtrssince 2018-Q4 | Decreased 0 |
ASTRAZENECA PLC | 19.9M | $1.4B | 1.6% | $117.14 | +16.06% | 19 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC-CL C | 11M | $1.3B | 1.5% | $97.86 | +21.73% | 19 qtrssince 2018-Q4 | Decreased 0 |
NEXTERA ENERGY INC | 17.8M | $1.3B | 1.4% | — | — | — | — |
HOME DEPOT INC | 4M | $1.2B | 1.4% | $234.36 | +23.46% | 19 qtrssince 2018-Q4 | Increased 55 |
BLACKSTONE INC | 12.6M | $1.2B | 1.3% | $60.42 | +38.82% | 16 qtrssince 2019-Q3 | Decreased 0 |
S&P GLOBAL INC | 2.9M | $1.2B | 1.3% | $338.00 | +14.84% | 19 qtrssince 2018-Q4 | Increased 51 |
ABBOTT LABORATORIES | 10.5M | $1.1B | 1.3% | $90.55 | +12.56% | 19 qtrssince 2018-Q4 | Increased 51 |
OLD DOMINION FREIGHT LINE | 2.8M | $1B | 1.1% | $141.90 | +30.52% | 19 qtrssince 2018-Q4 | Increased 51 |
DANAHER CORP | 4.3M | $1B | 1.1% | $172.18 | +20.86% | 19 qtrssince 2018-Q4 | Decreased 0 |
ROPER INDUSTRIES INC | 2.1M | $1B | 1.1% | $393.27 | +19.08% | 19 qtrssince 2018-Q4 | Increased 51 |
HONEYWELL INTL INC | 4.8M | $991M | 1.1% | $150.55 | +22.46% | 19 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 6.8M | $985.8M | 1.1% | $102.22 | +31.72% | 19 qtrssince 2018-Q4 | Increased 51 |
MARTIN MARIETTA MATERIALS | 2.1M | $966.8M | 1.1% | $322.03 | +40.14% | 12 qtrssince 2020-Q3 | Increased 50 |
RAYTHEON TECHNOLOGIES CORP | 9.7M | $947.5M | 1.0% | $74.68 | +22.70% | 13 qtrssince 2020-Q2 | Decreased 0 |
CIBC Private Wealth Group LLC manages $91.5B across 877 positions as of Q2 2023. Top holdings: MSFT (5.7%), AAPL (5.0%), AMZN (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.
Active quarter - 53 new positions, 62 exits, 360 increased. Top move: AAPL (INCREASED, conviction 62). Portfolio: $91.5B across 877 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