CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings972 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 574,113 | $1.9B | 4.9% | $103.70 | +58.43% | 9 qtrssince 2018-Q4 | Increased 59 |
APPLE INC | 13.5M | $1.8B | 4.7% | $99.00 | +30.12% | 9 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 7.7M | $1.7B | 4.5% | $130.13 | +63.47% | 9 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 3M | $661.3M | 1.7% | $140.53 | +49.21% | 9 qtrssince 2018-Q4 | Decreased 0 |
BLACKSTONE INC | 9.4M | $607.7M | 1.6% | $44.03 | +20.09% | 6 qtrssince 2019-Q3 | Increased 64 |
JPMORGAN CHASE & CO | 4.7M | $594.6M | 1.6% | $82.02 | +33.64% | 9 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC-CL A | 326,845 | $572.8M | 1.5% | $60.93 | +41.42% | 9 qtrssince 2018-Q4 | Increased 50 |
UNITEDHEALTH GROUP INC | 1.6M | $562.6M | 1.5% | $233.85 | +35.98% | 9 qtrssince 2018-Q4 | Increased 50 |
DANAHER CORP | 2.4M | $540M | 1.4% | $114.99 | +66.44% | 9 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 299,894 | $525.4M | 1.4% | $52.93 | +63.11% | 9 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 1M | $505.8M | 1.3% | $338.95 | +46.76% | 9 qtrssince 2018-Q4 | Increased 50 |
ABBOTT LABORATORIES | 4.5M | $493.4M | 1.3% | $82.80 | +18.61% | 9 qtrssince 2018-Q4 | Increased 56 |
JOHNSON & JOHNSON | 3M | $476.7M | 1.3% | $111.47 | +21.46% | 9 qtrssince 2018-Q4 | Increased 50 |
HOME DEPOT INC | 1.7M | $454.7M | 1.2% | $171.87 | +36.64% | 9 qtrssince 2018-Q4 | Increased 50 |
ALPS CLEAN ENERGY ETF | 5.3M | $426.3M | 1.1% | $40.70 | +87.27% | 9 qtrssince 2018-Q4 | Increased 59 |
HONEYWELL INTL INC | 1.9M | $413.8M | 1.1% | $118.39 | +51.65% | 9 qtrssince 2018-Q4 | Increased 51 |
QUALCOMM INC | 2.7M | $403.8M | 1.1% | $56.99 | +136.26% | 9 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB (CHARLES) CORP | 7.5M | $395.5M | 1.0% | $37.00 | +32.96% | 9 qtrssince 2018-Q4 | Increased 57 |
T-MOBILE US INC | 2.9M | $386.7M | 1.0% | $75.33 | +70.92% | 9 qtrssince 2018-Q4 | Increased 52 |
ZOETIS INC | 2.3M | $384.2M | 1.0% | $122.92 | +26.73% | 9 qtrssince 2018-Q4 | Increased 59 |
CIBC Private Wealth Group LLC manages $37.8B across 972 positions as of Q4 2020. Top holdings: AMZN (4.9%), AAPL (4.7%), MSFT (4.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.
Active quarter - 152 new positions, 56 exits, 369 increased. Top move: BX (INCREASED, conviction 64). Portfolio: $37.8B across 972 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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Accumulation Streaks
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer