CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings876 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 571,017 | $1.8B | 5.5% | $103.37 | +52.11% | 8 qtrssince 2018-Q4 | Increased 86 |
MICROSOFT CORP | 7.9M | $1.7B | 5.1% | $130.13 | +52.43% | 8 qtrssince 2018-Q4 | Increased 85 |
APPLE INC | 13.8M | $1.6B | 4.9% | $99.00 | +13.37% | 8 qtrssince 2018-Q4 | Increased 94 |
VISA INC-CLASS A SHARES | 3M | $604.8M | 1.9% | $140.53 | +36.20% | 8 qtrssince 2018-Q4 | Increased 59 |
DANAHER CORP | 2.7M | $574.9M | 1.8% | $114.99 | +59.01% | 8 qtrssince 2018-Q4 | Increased 62 |
UNITEDHEALTH GROUP INC | 1.6M | $492.2M | 1.5% | $232.50 | +20.14% | 8 qtrssince 2018-Q4 | Increased 61 |
THERMO FISHER SCIENTIFIC INC | 1.1M | $488.9M | 1.5% | $303.53 | +41.16% | 8 qtrssince 2018-Q4 | Increased 72 |
ADOBE INC | 996,456 | $488.6M | 1.5% | $336.57 | +45.39% | 8 qtrssince 2018-Q4 | Increased 73 |
ALPHABET INC-CL A | 320,604 | $469.7M | 1.4% | $60.43 | +20.38% | 8 qtrssince 2018-Q4 | Increased 72 |
HOME DEPOT INC | 1.7M | $469.3M | 1.4% | $171.07 | +40.06% | 8 qtrssince 2018-Q4 | Increased 65 |
JOHNSON & JOHNSON | 3M | $446M | 1.4% | $111.21 | +13.93% | 8 qtrssince 2018-Q4 | Increased 57 |
ALPHABET INC-CL C | 300,371 | $441.3M | 1.4% | $52.93 | +37.77% | 8 qtrssince 2018-Q4 | Increased 52 |
JPMORGAN CHASE & CO | 4.5M | $437.6M | 1.3% | $81.22 | +1.70% | 8 qtrssince 2018-Q4 | Increased 70 |
ABBOTT LABORATORIES | 3.9M | $427.8M | 1.3% | $80.57 | +20.76% | 8 qtrssince 2018-Q4 | Increased 77 |
QUALCOMM INC | 3.3M | $385.4M | 1.2% | $56.99 | +84.15% | 8 qtrssince 2018-Q4 | Increased 56 |
UNION PACIFIC CORP | 2M | $384.7M | 1.2% | $136.73 | +28.37% | 8 qtrssince 2018-Q4 | Increased 65 |
BLACKSTONE INC | 7M | $364.1M | 1.1% | $40.98 | +2.93% | 5 qtrssince 2019-Q3 | Increased 79 |
ROPER INDUSTRIES INC | 915,019 | $361.5M | 1.1% | $342.70 | +13.43% | 8 qtrssince 2018-Q4 | Increased 79 |
MASTERCARD INC - A | 1M | $347.2M | 1.1% | $293.96 | +10.89% | 8 qtrssince 2018-Q4 | Increased 79 |
AMERICAN TOWER CORP | 1.4M | $330.3M | 1.0% | $171.39 | +20.31% | 8 qtrssince 2018-Q4 | Increased 79 |
CIBC Private Wealth Group LLC manages $32.6B across 876 positions as of Q3 2020. Top holdings: AMZN (5.5%), MSFT (5.1%), AAPL (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.
Active quarter - 321 new positions, 34 exits, 356 increased. Top move: AAPL (INCREASED, conviction 94). Portfolio: $32.6B across 876 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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Accumulation Streaks
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer