CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings896 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.6M | $1.2B | 3.9% | $96.61 | +54.88% | 5 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 4M | $1.2B | 3.8% | $38.68 | +82.65% | 5 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 539,900 | $997.6M | 3.3% | $76.57 | +20.60% | 5 qtrssince 2018-Q4 | Increased 62 |
JPMORGAN CHASE & CO | 4.5M | $628.6M | 2.1% | $80.40 | +45.47% | 5 qtrssince 2018-Q4 | Increased 54 |
VISA INC-CLASS A SHARES | 3.1M | $582.9M | 1.9% | $129.89 | +37.83% | 5 qtrssince 2018-Q4 | Increased 50 |
ENTERPRISE PRODUCTS PARTNERS | 19.4M | $547.7M | 1.8% | $14.18 | +19.44% | 5 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC-CL C | 387,171 | $517.7M | 1.7% | $51.67 | +28.34% | 5 qtrssince 2018-Q4 | Increased 50 |
ENERGY TRANSFER EQUITY LP | 37.6M | $482.6M | 1.6% | $6.82 | +4.90% | 5 qtrssince 2018-Q4 | Decreased 0 |
DANAHER CORP | 2.8M | $431.7M | 1.4% | $94.85 | +39.17% | 5 qtrssince 2018-Q4 | Increased 49 |
MASTERCARD INC - A | 1.4M | $430M | 1.4% | $178.73 | +60.81% | 5 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 2.7M | $396.6M | 1.3% | $108.67 | +12.93% | 5 qtrssince 2018-Q4 | Increased 58 |
FIDELITY NATIONAL INFO SERV | 2.8M | $390.3M | 1.3% | $96.89 | +26.76% | 5 qtrssince 2018-Q4 | Increased 49 |
UNITEDHEALTH GROUP INC | 1.2M | $364.5M | 1.2% | $219.57 | +21.36% | 5 qtrssince 2018-Q4 | Decreased 0 |
AMERICAN TOWER CORP | 1.6M | $359.6M | 1.2% | $135.31 | +43.32% | 5 qtrssince 2018-Q4 | Increased 49 |
HONEYWELL INTL INC | 1.9M | $342.2M | 1.1% | $112.66 | +30.24% | 5 qtrssince 2018-Q4 | Increased 49 |
THERMO FISHER SCIENTIFIC INC | 1M | $334.7M | 1.1% | $225.10 | +42.17% | 5 qtrssince 2018-Q4 | Increased 49 |
ADOBE INC | 1M | $331.1M | 1.1% | $228.64 | +43.61% | 5 qtrssince 2018-Q4 | Increased 49 |
ALPHABET INC-CL A | 240,249 | $321.8M | 1.0% | $52.50 | +26.63% | 5 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 1.5M | $320.9M | 1.0% | $145.48 | +29.20% | 5 qtrssince 2018-Q4 | Increased 50 |
INTERCONTINENTALEXCHANGE GRO COM | 3.4M | $311.1M | 1.0% | $69.53 | +23.13% | 5 qtrssince 2018-Q4 | Decreased 0 |
CIBC Private Wealth Group LLC manages $30.7B across 896 positions as of Q4 2019. Top holdings: MSFT (3.9%), AAPL (3.8%), AMZN (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 61 new positions, 51 exits, 379 increased. Top move: AMZN (INCREASED, conviction 62). Portfolio: $30.7B across 896 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer