CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q4 2018
Top Holdings864 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 487,995 | $733M | 3.3% | $73.90 | 0.00% | 1 qtr | New 88 |
MICROSOFT CORP | 7M | $708.8M | 3.2% | $93.93 | 0.00% | 1 qtr | New 88 |
APPLE INC | 3.6M | $569.7M | 2.5% | $37.39 | 0.00% | 1 qtr | New 81 |
ENERGY TRANSFER EQUITY LP | 39.2M | $517.6M | 2.3% | $6.75 | 0.00% | 1 qtr | New 81 |
ENTERPRISE PRODUCTS PARTNERS | 18.3M | $450.7M | 2.0% | $13.89 | 0.00% | 1 qtr | New 81 |
JPMORGAN CHASE & CO | 4.3M | $417.4M | 1.9% | $79.22 | 0.00% | 1 qtr | New 71 |
ALPHABET INC-CL C | 376,136 | $389.5M | 1.7% | $51.47 | 0.00% | 1 qtr | New 71 |
VISA INC-CLASS A SHARES | 2.8M | $370.6M | 1.7% | $124.91 | 0.00% | 1 qtr | New 71 |
MASTERCARD INC - A | 1.5M | $289.5M | 1.3% | $178.73 | 0.00% | 1 qtr | New 71 |
AMERICAN TOWER CORP | 1.7M | $269.8M | 1.2% | $132.24 | 0.00% | 1 qtr | New 70 |
UNITEDHEALTH GROUP INC | 1.1M | $268.7M | 1.2% | $219.58 | 0.00% | 1 qtr | New 70 |
JOHNSON & JOHNSON | 2.1M | $266.4M | 1.2% | $104.55 | 0.00% | 1 qtr | New 70 |
JACK HENRY & ASSOCIATES INC | 2M | $247M | 1.1% | $115.23 | 0.00% | 1 qtr | New 70 |
HOME DEPOT INC | 1.4M | $242.9M | 1.1% | $143.32 | 0.00% | 1 qtr | New 70 |
INTERCONTINENTALEXCHANGE GRO COM | 3.2M | $238.4M | 1.1% | $68.06 | 0.00% | 1 qtr | New 70 |
ADOBE INC | 1M | $231.2M | 1.0% | $223.13 | 0.00% | 1 qtr | New 70 |
DANAHER CORP | 2.2M | $229.5M | 1.0% | $87.53 | 0.00% | 1 qtr | New 70 |
MEDTRONIC PLC | 2.5M | $229.3M | 1.0% | $74.08 | 0.00% | 1 qtr | New 70 |
CISCO SYSTEMS INC | 5.2M | $224.4M | 1.0% | $34.51 | 0.00% | 1 qtr | New 70 |
WILLIAMS COS INC | 10.1M | $222.2M | 1.0% | $14.57 | 0.00% | 1 qtr | New 60 |
CIBC Private Wealth Group LLC manages $22.4B across 864 positions as of Q4 2018. Top holdings: AMZN (3.3%), MSFT (3.2%), AAPL (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.
Active quarter - 864 new positions, 0 exits, 0 increased. Top move: AMZN (NEW, conviction 88). Portfolio: $22.4B across 864 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
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