How many stocks did CIBC Private Wealth Group LLC own?

As of Q4 2018, CIBC Private Wealth Group LLC held 864 positions in its 13F portfolio.

What was CIBC Private Wealth Group LLC's largest holding?

AMZN at 3.3% of the portfolio, worth $733M, as of Q4 2018.

What was CIBC Private Wealth Group LLC's total portfolio value?

$22.4B as of Q4 2018, across 864 holdings.

When did CIBC Private Wealth Group LLC last report 13F holdings?

CIBC Private Wealth Group LLC's most recent 13F holdings report covers Q4 2025. Its holdings for later quarters are reported by CIBC Bancorp USA.

Is CIBC Private Wealth Group LLC a hedge fund?

CIBC Private Wealth Group LLC filed SEC 13F reports as an institutional investment manager. 13F filers include hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How did CIBC Private Wealth Group LLC's portfolio change in Q4 2018?

View CIBC Private Wealth Group LLC's portfolio changes, new positions, and exits for Q4 2018 on HoldingsIntel.

What was CIBC Private Wealth Group LLC's investment strategy?

CIBC Private Wealth Group LLC was classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

CIBC Private Wealth Group LLC

Institutional investor · Portfolio as of Q4 2018No 13F holdings reported for quarters after Q4 2025. Holdings now reported by CIBC Bancorp USA.

Top Holdings864 positions

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Activity:

				Price Trend
AMZN AMAZON COM INC	487,995	$733M	3.3%	—	$75.10	0.00%	1 qtr	First report 0
MSFT MICROSOFT CORP	7M	$708.8M	3.2%	—	$93.93	0.00%	1 qtr	First report 0
AAPL APPLE INC	3.6M	$569.7M	2.5%	—	$37.39	0.00%	1 qtr	First report 0
ET ENERGY TRANSFER L P	39.2M	$517.6M	2.3%	—	$6.75	0.00%	1 qtr	First report 0
EPD ENTERPRISE PRODS PARTNERS L	18.3M	$450.7M	2.0%	—	$13.89	0.00%	1 qtr	First report 0
JPM JPMORGAN CHASE & CO.	4.3M	$417.4M	1.9%	—	$79.22	0.00%	1 qtr	First report 0
GOOG ALPHABET INC	376,136	$389.5M	1.7%	—	$51.29	0.00%	1 qtr	First report 0
V VISA INC	2.8M	$370.6M	1.7%	—	$124.91	0.00%	1 qtr	First report 0
MA MASTERCARD INCORPORATED	1.5M	$289.5M	1.3%	—	$178.73	0.00%	1 qtr	First report 0
AMT REIT AMERICAN TOWER CORP NEW	1.7M	$269.8M	1.2%	—	$132.24	0.00%	1 qtr	First report 0
UNH UNITEDHEALTH GROUP INC	1.1M	$268.7M	1.2%	—	$219.58	0.00%	1 qtr	First report 0
JNJ JOHNSON & JOHNSON	2.1M	$266.4M	1.2%	—	$104.55	0.00%	1 qtr	First report 0
JKHY HENRY JACK & ASSOC INC	2M	$247M	1.1%	—	$115.23	0.00%	1 qtr	First report 0
HD HOME DEPOT INC	1.4M	$242.9M	1.1%	—	$143.32	0.00%	1 qtr	First report 0
ICE INTERCONTINENTAL EXCHANGE IN	3.2M	$238.4M	1.1%	—	$68.06	0.00%	1 qtr	First report 0
ADBE ADOBE INC	1M	$231.2M	1.0%	—	$223.13	0.00%	1 qtr	First report 0
DHR DANAHER CORPORATION	2.2M	$229.5M	1.0%	—	$87.53	0.00%	1 qtr	First report 0
MDT MEDTRONIC PLC	2.5M	$229.3M	1.0%	—	$74.08	0.00%	1 qtr	First report 0
CSCO CISCO SYS INC	5.2M	$224.4M	1.0%	—	$34.51	0.00%	1 qtr	First report 0
WMB WILLIAMS COS INC	10.1M	$222.2M	1.0%	—	$14.57	0.00%	1 qtr	First report 0

$22.4B

Reported value

864

Positions

Q4 2018

Filing

HI score · 1.5/5

Quarterly 13F Value Change

Not enough history yet

Activity profile

Q4'18

First report: nothing earlier to compare

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

<1Q100%1-4Q0%1-2Y0%2Y+0%

Q4 2018 Summary

First quarter we have for this fund: 864 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $22.4B across 864 positions.

Portfolio Allocation

Top holdings by portfolio weight

AMZN3.27%

MSFT3.16%

AAPL2.54%

ET2.31%

EPD2.01%

JPM1.86%

GOOG1.74%

V1.65%

MA1.29%

AMT1.20%