CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings886 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.6M | $1.1B | 3.7% | $96.61 | +34.90% | 4 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 4M | $895.6M | 3.2% | $38.68 | +38.89% | 4 qtrssince 2018-Q4 | Increased 61 |
AMAZON.COM INC | 511,759 | $888.4M | 3.1% | $75.70 | +13.96% | 4 qtrssince 2018-Q4 | Decreased 0 |
ENERGY TRANSFER EQUITY LP | 42.1M | $550.6M | 1.9% | $6.82 | +4.42% | 4 qtrssince 2018-Q4 | Increased 50 |
ENTERPRISE PRODUCTS PARTNERS | 18.9M | $540.5M | 1.9% | $14.10 | +19.88% | 4 qtrssince 2018-Q4 | Increased 53 |
VISA INC-CLASS A SHARES | 3.1M | $532.1M | 1.9% | $129.75 | +26.10% | 4 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 4.5M | $527.6M | 1.9% | $80.19 | +22.88% | 4 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 385,128 | $469.5M | 1.7% | $51.59 | +17.85% | 4 qtrssince 2018-Q4 | Decreased 0 |
DANAHER CORP | 2.8M | $404.1M | 1.4% | $94.65 | +29.04% | 4 qtrssince 2018-Q4 | Increased 53 |
MASTERCARD INC - A | 1.5M | $397.8M | 1.4% | $178.73 | +45.20% | 4 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY NATIONAL INFO SERV | 2.8M | $370.9M | 1.3% | $96.78 | +19.35% | 4 qtrssince 2018-Q4 | Increased 61 |
AMERICAN TOWER CORP | 1.6M | $344.6M | 1.2% | $135.06 | +36.79% | 4 qtrssince 2018-Q4 | Decreased 0 |
INTERCONTINENTALEXCHANGE GRO COM | 3.7M | $339.7M | 1.2% | $69.53 | +22.71% | 4 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 1.4M | $333.9M | 1.2% | $144.59 | +36.63% | 4 qtrssince 2018-Q4 | Decreased 0 |
HONEYWELL INTL INC | 1.9M | $324.7M | 1.1% | $112.41 | +23.71% | 4 qtrssince 2018-Q4 | Increased 49 |
COMCAST CORP-CLASS A | 6.7M | $302.3M | 1.1% | $27.78 | +26.49% | 4 qtrssince 2018-Q4 | Increased 52 |
THERMO FISHER SCIENTIFIC INC | 1M | $300M | 1.1% | $225.07 | +25.65% | 4 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 6M | $298M | 1.0% | $36.58 | +9.95% | 4 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 242,650 | $296.3M | 1.0% | $52.50 | +15.89% | 4 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 2.2M | $294.9M | 1.0% | $93.13 | +20.43% | 4 qtrssince 2018-Q4 | Increased 54 |
CIBC Private Wealth Group LLC manages $28.4B across 886 positions as of Q3 2019. Top holdings: MSFT (3.7%), AAPL (3.2%), AMZN (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 52 new positions, 80 exits, 343 increased. Top move: AAPL (INCREASED, conviction 61). Portfolio: $28.4B across 886 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