CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q4 2023No 13F holdings reported for quarters after Q4 2025. Holdings now reported by CIBC Bancorp USA.
Top Holdings1,141 positions
Microsoft Corp | 7M | $2.6B | 5.6% | $135.71 | +171.29% | 21 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc | 10.8M | $2.1B | 4.4% | $60.74 | +213.16% | 21 qtrssince 2018-Q4 | Decreased 0 |
Amazon.Com Inc | 11.4M | $1.7B | 3.7% | $108.43 | +40.13% | 21 qtrssince 2018-Q4 | Increased 59 |
Alphabet Inc Cap Stock Cl A | 7.8M | $1.1B | 2.3% | $75.19 | +84.03% | 21 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc Cl A | 3.7M | $950.5M | 2.0% | $154.90 | +64.64% | 21 qtrssince 2018-Q4 | Decreased 0 |
Old Dominion Freight Line Inc | 2.1M | $852M | 1.8% | $144.06 | +38.37% | 21 qtrssince 2018-Q4 | Increased 50 |
Unitedhealth Group Inc | 1.4M | $761.2M | 1.6% | $248.72 | +99.45% | 21 qtrssince 2018-Q4 | Decreased 0 |
Blackstone Inc | 5.6M | $727.1M | 1.5% | $45.60 | +163.26% | 18 qtrssince 2019-Q3 | Decreased 0 |
ASTRAZENECA PLC | 10.4M | $708.6M | 1.5% | $105.18 | +21.48% | 21 qtrssince 2018-Q4 | Increased 55 |
Alphabet Inc Cap Stock Cl C | 4.8M | $679.4M | 1.4% | $52.99 | +163.48% | 21 qtrssince 2018-Q4 | Decreased 0 |
Home Depot Inc | 2M | $678.3M | 1.4% | $201.41 | +60.38% | 21 qtrssince 2018-Q4 | Increased 51 |
S&P Global Inc | 1.4M | $609.6M | 1.3% | $321.89 | +26.65% | 21 qtrssince 2018-Q4 | Decreased 0 |
NVidia Corp | 1.1M | $560.3M | 1.2% | $41.36 | +19.38% | 21 qtrssince 2018-Q4 | Increased 80 |
Roper Technologies Inc | 1M | $550.7M | 1.2% | $351.20 | +51.96% | 21 qtrssince 2018-Q4 | Decreased 0 |
JPMorgan Chase & Co | 3.2M | $547M | 1.2% | $84.07 | +89.86% | 21 qtrssince 2018-Q4 | Decreased 0 |
Abbott Laboratories | 5M | $546.2M | 1.2% | $86.20 | +19.88% | 21 qtrssince 2018-Q4 | Decreased 0 |
Danaher Corporation | 2.3M | $537.1M | 1.1% | $135.80 | +67.56% | 21 qtrssince 2018-Q4 | Decreased 0 |
Nextera Energy Inc | 8M | $486.7M | 1.0% | $61.14 | -8.39% | 21 qtrssince 2018-Q4 | Decreased 0 |
HONEYWELL INTL INC | 2.3M | $476.7M | 1.0% | $138.69 | +41.30% | 21 qtrssince 2018-Q4 | Decreased 0 |
Salesforce Inc | 1.7M | $449.8M | 1.0% | $197.16 | +30.96% | 21 qtrssince 2018-Q4 | Decreased 0 |
CIBC Private Wealth Group LLC reported holdings worth $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 Score: 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
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