CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings908 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.7M | $1.8B | 4.8% | $134.95 | +71.39% | 16 qtrssince 2018-Q4 | Increased 59 |
APPLE INC | 11.8M | $1.6B | 4.4% | $99.30 | +36.51% | 16 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 12.4M | $1.4B | 3.8% | $108.93 | +5.39% | 16 qtrssince 2018-Q4 | Increased 59 |
ALPHABET INC-CL A | 8.5M | $814.5M | 2.2% | $95.60 | +1.14% | 16 qtrssince 2018-Q4 | Increased 88 |
UNITEDHEALTH GROUP INC | 1.5M | $753.7M | 2.0% | $242.41 | +98.10% | 16 qtrssince 2018-Q4 | Increased 55 |
VISA INC-CLASS A SHARES | 3.7M | $662.1M | 1.8% | $153.60 | +12.15% | 16 qtrssince 2018-Q4 | Increased 50 |
BLACKSTONE INC | 7.2M | $604.4M | 1.6% | $45.60 | +60.96% | 13 qtrssince 2019-Q3 | Increased 50 |
NEXTERA ENERGY INC | 7.6M | $595.5M | 1.6% | — | — | — | — |
ASTRAZENECA PLC | 10.8M | $593M | 1.6% | $103.99 | -1.69% | 16 qtrssince 2018-Q4 | Increased 50 |
SCHWAB (CHARLES) CORP | 8.1M | $582.5M | 1.6% | $44.90 | +51.31% | 16 qtrssince 2018-Q4 | Increased 50 |
DANAHER CORP | 2.2M | $567.2M | 1.5% | $126.97 | +80.12% | 16 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC-CL C | 5.7M | $549.8M | 1.5% | $95.14 | +2.34% | 16 qtrssince 2018-Q4 | Increased 80 |
HOME DEPOT INC | 1.8M | $494.3M | 1.3% | $189.97 | +34.93% | 16 qtrssince 2018-Q4 | Increased 50 |
S&P GLOBAL INC | 1.4M | $428.9M | 1.2% | $340.77 | -11.34% | 16 qtrssince 2018-Q4 | Increased 49 |
ABBOTT LABORATORIES | 4.4M | $426.4M | 1.1% | $84.84 | +5.13% | 16 qtrssince 2018-Q4 | Increased 50 |
AMERICAN TOWER CORP | 1.8M | $390.5M | 1.1% | $183.61 | +3.65% | 16 qtrssince 2018-Q4 | Increased 51 |
HONEYWELL INTL INC | 2.3M | $390.3M | 1.1% | $130.97 | +14.18% | 16 qtrssince 2018-Q4 | Increased 50 |
RAYTHEON TECHNOLOGIES CORP | 4.7M | $388.8M | 1.0% | $57.12 | +31.73% | 10 qtrssince 2020-Q2 | Increased 50 |
T-MOBILE US INC | 2.8M | $378.5M | 1.0% | $83.45 | +55.89% | 16 qtrssince 2018-Q4 | Decreased 0 |
ROPER INDUSTRIES INC | 1M | $366.7M | 1.0% | $353.62 | +1.53% | 16 qtrssince 2018-Q4 | Increased 53 |
CIBC Private Wealth Group LLC manages $37.1B across 908 positions as of Q3 2022. Top holdings: MSFT (4.8%), AAPL (4.4%), AMZN (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 44 new positions, 344 exits, 349 increased. Top move: GOOGL (INCREASED, conviction 88). Portfolio: $37.1B across 908 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.
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