CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings859 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.7M | $1.5B | 5.0% | $134.95 | +73.56% | 17 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 11.7M | $1.2B | 4.0% | $99.30 | +28.55% | 17 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 11.6M | $780.2M | 2.6% | $108.93 | -22.88% | 17 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.5M | $753.9M | 2.5% | $251.17 | +99.82% | 17 qtrssince 2018-Q4 | Increased 56 |
VISA INC-CLASS A SHARES | 3.8M | $729.6M | 2.5% | $154.90 | +30.34% | 17 qtrssince 2018-Q4 | Increased 56 |
ALPHABET INC-CL A | 8.5M | $678.9M | 2.3% | $95.60 | -8.40% | 17 qtrssince 2018-Q4 | Decreased 0 |
NEXTERA ENERGY INC | 7.8M | $559.4M | 1.9% | — | — | — | — |
HOME DEPOT INC | 1.8M | $496.4M | 1.7% | $193.18 | +51.50% | 17 qtrssince 2018-Q4 | Increased 51 |
HONEYWELL INTL INC | 2.4M | $490.2M | 1.6% | $133.35 | +42.00% | 17 qtrssince 2018-Q4 | Increased 52 |
SCHWAB (CHARLES) CORP | 8.4M | $475.2M | 1.6% | $46.24 | +70.67% | 17 qtrssince 2018-Q4 | Increased 51 |
DANAHER CORP | 2.2M | $471.3M | 1.6% | $126.97 | +82.55% | 17 qtrssince 2018-Q4 | Decreased 0 |
RAYTHEON TECHNOLOGIES CORP | 4.9M | $469.6M | 1.6% | $58.45 | +59.64% | 11 qtrssince 2020-Q2 | Increased 51 |
ALPHABET INC-CL C | 5.6M | $450.8M | 1.5% | $95.14 | -7.43% | 17 qtrssince 2018-Q4 | Decreased 0 |
ASTRAZENECA PLC | 10.8M | $417.2M | 1.4% | $103.99 | +22.86% | 17 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 8.9M | $402.2M | 1.4% | $36.74 | +18.16% | 17 qtrssince 2018-Q4 | Increased 50 |
T-MOBILE US INC | 2.9M | $389.7M | 1.3% | $85.21 | +58.72% | 17 qtrssince 2018-Q4 | Increased 51 |
OLD DOMINION FREIGHT LINE | 1.4M | $383.5M | 1.3% | $116.29 | +19.99% | 17 qtrssince 2018-Q4 | Increased 49 |
PIONEER NATURAL RESOURCE | 1.7M | $378.4M | 1.3% | — | — | 17 qtrssince 2018-Q4 | Increased 51 |
PEPSICO INC | 2.1M | $357.5M | 1.2% | $99.79 | +63.98% | 17 qtrssince 2018-Q4 | Increased 50 |
THERMO FISHER SCIENTIFIC INC | 701,997 | $353.6M | 1.2% | $323.17 | +68.89% | 17 qtrssince 2018-Q4 | Increased 51 |
CIBC Private Wealth Group LLC manages $29.8B across 859 positions as of Q4 2022. Top holdings: MSFT (5.0%), AAPL (4.0%), AMZN (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 69 new positions, 118 exits, 298 increased. Top move: UNH (INCREASED, conviction 56). Portfolio: $29.8B across 859 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