CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,141 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7M | $2.6B | 5.6% | $206.55 | +79.39% | 21 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 10.8M | $2.1B | 4.4% | $131.17 | +45.02% | 21 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 11.4M | $1.7B | 3.7% | $105.79 | +43.63% | 21 qtrssince 2018-Q4 | Increased 59 |
ALPHABET INC-CL A | 7.8M | $1.1B | 2.3% | $97.88 | +41.64% | 21 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 3.7M | $950.5M | 2.0% | $187.05 | +36.34% | 21 qtrssince 2018-Q4 | Decreased 0 |
OLD DOMINION FREIGHT LINE | 2.1M | $852M | 1.8% | $142.24 | +40.73% | 21 qtrssince 2018-Q4 | Increased 50 |
UNITEDHEALTH GROUP INC | 1.4M | $761.2M | 1.6% | $347.66 | +45.51% | 21 qtrssince 2018-Q4 | Decreased 0 |
BLACKSTONE INC | 5.6M | $727.1M | 1.5% | $60.42 | +98.71% | 18 qtrssince 2019-Q3 | Decreased 0 |
ASTRAZENECA PLC | 10.4M | $708.6M | 1.5% | $118.13 | +8.98% | 21 qtrssince 2018-Q4 | Increased 55 |
ALPHABET INC-CL C | 4.8M | $679.4M | 1.4% | $97.86 | +42.94% | 21 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 2M | $678.3M | 1.4% | $236.20 | +39.73% | 21 qtrssince 2018-Q4 | Increased 51 |
S&P GLOBAL INC | 1.4M | $609.6M | 1.3% | $338.00 | +28.38% | 21 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 1.1M | $560.3M | 1.2% | $42.14 | +17.44% | 21 qtrssince 2018-Q4 | Increased 80 |
ROPER INDUSTRIES INC | 1M | $550.7M | 1.2% | $393.27 | +36.73% | 21 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 3.2M | $547M | 1.2% | $102.22 | +58.45% | 21 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 5M | $546.2M | 1.2% | $90.55 | +14.83% | 21 qtrssince 2018-Q4 | Decreased 0 |
DANAHER CORP | 2.3M | $537.1M | 1.1% | $172.18 | +32.95% | 21 qtrssince 2018-Q4 | Decreased 0 |
NEXTERA ENERGY INC | 8M | $486.7M | 1.0% | — | — | — | — |
HONEYWELL INTL INC | 2.3M | $476.7M | 1.0% | $150.55 | +25.80% | 21 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE.COM INC | 1.7M | $449.8M | 1.0% | $197.01 | +31.96% | 21 qtrssince 2018-Q4 | Decreased 0 |
CIBC Private Wealth Group LLC manages $47.2B across 1141 positions as of Q4 2023. Top holdings: MSFT (5.6%), AAPL (4.4%), AMZN (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 117 new positions, 53 exits, 449 increased. Top move: NVDA (INCREASED, conviction 80). Portfolio: $47.2B across 1141 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