CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q3 2021No 13F holdings reported for quarters after Q4 2025. Holdings now reported by CIBC Bancorp USA.
Top Holdings927 positions
MICROSOFT CORP | 7.6M | $2.2B | 5.0% | $133.12 | +103.24% | 12 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 561,719 | $1.8B | 4.3% | $105.10 | +56.28% | 12 qtrssince 2018-Q4 | Increased 59 |
APPLE INC | 12.1M | $1.7B | 4.0% | $59.29 | +132.77% | 12 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 423,560 | $1.1B | 2.6% | $73.37 | +80.47% | 12 qtrssince 2018-Q4 | Increased 58 |
BLACKSTONE INC | 9.4M | $1.1B | 2.5% | $45.34 | +115.43% | 9 qtrssince 2019-Q3 | Decreased 0 |
VISA INC | 3.7M | $816.9M | 1.9% | $153.00 | +40.18% | 12 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 4.8M | $778.4M | 1.8% | $82.63 | +73.94% | 12 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 286,675 | $764.1M | 1.8% | $52.76 | +150.23% | 12 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 2M | $664.8M | 1.5% | $186.57 | +55.00% | 12 qtrssince 2018-Q4 | Decreased 0 |
DANAHER CORPORATION | 2.1M | $631.5M | 1.5% | $115.96 | +126.88% | 12 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.4M | $563.1M | 1.3% | $232.14 | +53.78% | 12 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB CHARLES CORP | 7.5M | $547.1M | 1.3% | $41.78 | +63.05% | 12 qtrssince 2018-Q4 | Increased 52 |
ADOBE INC | 948,498 | $546.1M | 1.3% | $349.16 | +64.89% | 12 qtrssince 2018-Q4 | Increased 51 |
S&P GLOBAL INC | 1.2M | $510.2M | 1.2% | $311.81 | +23.57% | 12 qtrssince 2018-Q4 | Increased 49 |
SALESFORCE INC | 1.8M | $490.2M | 1.1% | $195.62 | +36.05% | 12 qtrssince 2018-Q4 | Increased 58 |
ABBOTT LABS | 4.1M | $481.8M | 1.1% | $83.11 | +28.97% | 12 qtrssince 2018-Q4 | Increased 49 |
CISCO SYS INC | 8.2M | $445.7M | 1.0% | $35.63 | +32.32% | 12 qtrssince 2018-Q4 | Increased 49 |
ASTRAZENECA PLC | 7.4M | $441.9M | 1.0% | $95.47 | +14.16% | 12 qtrssince 2018-Q4 | Increased 54 |
HONEYWELL INTL INC | 2.1M | $441.4M | 1.0% | $127.77 | +48.18% | 12 qtrssince 2018-Q4 | Increased 49 |
ZOETIS INC | 2.2M | $427.9M | 1.0% | $123.16 | +49.01% | 12 qtrssince 2018-Q4 | Decreased 0 |
CIBC Private Wealth Group LLC reported holdings worth $43B across 927 positions as of Q3 2021. Top holdings: MSFT (5.0%), AMZN (4.3%), AAPL (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 52 new positions, 147 exits, 266 increased. Top move: AMZN (INCREASED, conviction 59). Portfolio: $43.0B across 927 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR