CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q3 2023No 13F holdings reported for quarters after Q4 2025. Holdings now reported by CIBC Bancorp USA.
Top Holdings1,077 positions
MICROSOFT CORP | 7.2M | $2.3B | 5.4% | $206.55 | +50.32% | 20 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 10.9M | $1.9B | 4.4% | $111.50 | +51.50% | 20 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 11.3M | $1.4B | 3.4% | $105.70 | +20.27% | 20 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 8.2M | $1.1B | 2.5% | $88.97 | +45.69% | 20 qtrssince 2018-Q4 | Decreased 0 |
OLD DOMINION FREIGHT LINE | 2.1M | $855.1M | 2.0% | $142.04 | +41.52% | 20 qtrssince 2018-Q4 | Increased 75 |
VISA INC-CLASS A SHARES | 3.7M | $845.2M | 2.0% | $187.05 | +20.20% | 20 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.5M | $746.1M | 1.8% | $347.66 | +38.88% | 20 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 5.3M | $693.5M | 1.6% | $78.01 | +67.44% | 20 qtrssince 2018-Q4 | Decreased 0 |
ASTRAZENECA PLC | 9.5M | $645.8M | 1.5% | $117.14 | +10.39% | 20 qtrssince 2018-Q4 | Decreased 0 |
BLACKSTONE GROUP INC/THE-A | 5.9M | $636.9M | 1.5% | $60.42 | +61.21% | 17 qtrssince 2019-Q3 | Decreased 0 |
DANAHER CORP | 2.4M | $589.1M | 1.4% | $172.18 | +26.11% | 20 qtrssince 2018-Q4 | Increased 55 |
HOME DEPOT INC | 1.9M | $580.1M | 1.4% | $234.36 | +21.97% | 20 qtrssince 2018-Q4 | Decreased 0 |
S&P GLOBAL INC | 1.4M | $516M | 1.2% | $338.00 | +6.26% | 20 qtrssince 2018-Q4 | Decreased 0 |
ROPER TECHNOLOGIES INC | 1M | $497.1M | 1.2% | $393.27 | +21.29% | 20 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 5M | $484.5M | 1.1% | $90.55 | +0.48% | 20 qtrssince 2018-Q4 | Decreased 0 |
NEXTERA ENERGY INC | 8.4M | $483.1M | 1.1% | $65.03 | -19.41% | 20 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 8.9M | $479.9M | 1.1% | $42.10 | +19.04% | 20 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 3.3M | $473.4M | 1.1% | $102.22 | +34.10% | 20 qtrssince 2018-Q4 | Decreased 0 |
HONEYWELL INTERNATIONAL INC | 2.3M | $430.7M | 1.0% | $150.55 | +10.17% | 20 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE.COM INC | 2M | $404M | 1.0% | $197.01 | +1.70% | 20 qtrssince 2018-Q4 | Decreased 0 |
CIBC Private Wealth Group LLC reported holdings worth $42.3B across 1077 positions as of Q3 2023. Top holdings: MSFT (5.4%), AAPL (4.4%), AMZN (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 263 new positions, 62 exits, 303 increased. Top move: ODFL (INCREASED, conviction 75). Portfolio: $42.3B across 1077 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