CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings2,970 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 6.8M | $2.9B | 5.3% | $211.49 | +99.41% | 25 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 11M | $2.7B | 4.9% | $139.56 | +78.14% | 25 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 10.7M | $2.4B | 4.3% | $105.79 | +109.20% | 25 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 13.5M | $1.9B | 3.4% | $116.48 | +18.00% | 25 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 8.1M | $1.6B | 2.9% | $103.22 | +84.54% | 25 qtrssince 2018-Q4 | Increased 58 |
OLD DOMINION FREIGHT LINE | 8.7M | $1.6B | 2.8% | $192.17 | -8.41% | 25 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 3.2M | $987.8M | 1.8% | $187.05 | +66.77% | 25 qtrssince 2018-Q4 | Decreased 0 |
BLACKSTONE INC | 4.8M | $841.6M | 1.5% | $60.42 | +168.40% | 22 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC-CL C | 4.3M | $834.6M | 1.5% | $97.86 | +96.14% | 25 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 3.2M | $788.4M | 1.4% | $108.24 | +115.54% | 25 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.4M | $754.6M | 1.4% | $354.90 | +39.64% | 25 qtrssince 2018-Q4 | Decreased 0 |
FTAI AVIATION LTD | 3.7M | $628.6M | 1.1% | $54.44 | +160.52% | 6 qtrssince 2023-Q3 | Decreased 0 |
SALESFORCE.COM INC | 1.9M | $609.9M | 1.1% | $204.88 | +62.81% | 25 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 989,825 | $604.5M | 1.1% | $375.06 | +57.14% | 25 qtrssince 2018-Q4 | Increased 50 |
ASTRAZENECA PLC | 8.1M | $539.7M | 1.0% | $118.13 | +7.85% | 25 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 4.7M | $533.3M | 1.0% | $90.55 | +20.35% | 25 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 8.5M | $500.4M | 0.9% | $42.14 | +36.19% | 25 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 628,733 | $495M | 0.9% | $307.07 | +148.35% | 25 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 1.2M | $473.5M | 0.9% | $236.20 | +60.86% | 25 qtrssince 2018-Q4 | Decreased 0 |
NEXTERA ENERGY INC | 6.6M | $468.2M | 0.8% | — | — | — | — |
CIBC Private Wealth Group LLC manages $55.2B across 2970 positions as of Q4 2024. Top holdings: MSFT (5.3%), AAPL (4.9%), AMZN (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 143 new positions, 287 exits, 796 increased. Top move: GOOGL (INCREASED, conviction 58). Portfolio: $55.2B across 2970 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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