CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q4 2019No 13F holdings reported for quarters after Q4 2025. Holdings now reported by CIBC Bancorp USA.
Top Holdings896 positions
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% | $77.61 | +19.05% | 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 | 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 | 387,171 | $517.7M | 1.7% | $51.49 | +28.61% | 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 | 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 Information | 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 International 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 Systems Inc | 1M | $331.1M | 1.1% | $228.64 | +43.61% | 5 qtrssince 2018-Q4 | Increased 49 |
Alphabet Inc | 240,249 | $321.8M | 1.0% | $52.34 | +26.74% | 5 qtrssince 2018-Q4 | Decreased 0 |
Home Depot Inc/The | 1.5M | $320.9M | 1.0% | $145.48 | +29.20% | 5 qtrssince 2018-Q4 | Increased 50 |
Intercontinental Exchange Inc | 3.4M | $311.1M | 1.0% | $69.53 | +23.13% | 5 qtrssince 2018-Q4 | Decreased 0 |
CIBC Private Wealth Group LLC reported holdings worth $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 Score: 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
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