CIBC PRIVATE WEALTH GROUP LLC

PrivateCIK: 1298088
Location

ATLANTA, GA

3397
Positions
$59.16B
Total AUM (reported)
457.16M
Total Shares

Allocation by class

TOTAL AUM$59.16B3397 positions
COM$37.38B63.2%
CL A$2.39B4.0%
CAP STK CL A$2.02B3.4%
COM CL A$1.27B2.2%
SPONSORED ADR$1.03B1.7%
COM NEW$1.02B1.7%
SHS$975.03M1.6%

Portfolio Concentration

Top 314.1%4–1015.4%11–2514.7%Rest55.8%TOP 1029.5%0%100%
Top 3$8.33B14.1%
4–10$9.12B15.4%
11–25$8.71B14.7%
Rest$33.01B55.8%

Top 3 weight

14.1%

Top 10 weight

29.5%

Voting Authority Distribution

Total shares with voting rights: 457.16M

Sole

Full voting authority

444.53M

shares

% of voting shares97.2%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

12.63M

shares

% of voting shares2.8%

Investment Discretion (by position count)

Sole3122
Shared0
Other275
Dominant voting typeSole · 97.2% of voting shares
Institutional Holdings3397
Rows:

MICROSOFT CORP

DFND
COM
Shares6.53M
TypeSH
Market value$3.16B
5.34%
Sole
6.47M
Shared
0.00
None
61.28K

APPLE INC

DFND
COM
Shares10.56M
TypeSH
Market value$2.87B
4.85%
Sole
10.47M
Shared
0.00
None
90.98K

AMAZON COM INC

DFND
COM
Shares9.95M
TypeSH
Market value$2.30B
3.88%
Sole
9.84M
Shared
0.00
None
100.34K

NVIDIA CORPORATION

DFND
COM
Shares12.10M
TypeSH
Market value$2.26B
3.82%
Sole
11.82M
Shared
0.00
None
284.69K

ALPHABET INC

DFND
CAP STK CL A
Shares6.44M
TypeSH
Market value$2.02B
3.41%
Sole
6.38M
Shared
0.00
None
59.21K

JPMORGAN CHASE & CO.

DFND
COM
Shares3.16M
TypeSH
Market value$1.02B
1.72%
Sole
3.14M
Shared
0.00
None
15.24K

BROADCOM INC

DFND
COM
Shares2.79M
TypeSH
Market value$965.90M
1.63%
Sole
2.76M
Shared
0.00
None
28.49K

META PLATFORMS INC

DFND
CL A
Shares1.45M
TypeSH
Market value$960.14M
1.62%
Sole
1.45M
Shared
0.00
None
8.73K

VISA INC

DFND
COM CL A
Shares2.73M
TypeSH
Market value$956.57M
1.62%
Sole
2.69M
Shared
0.00
None
39.90K

ALPHABET INC

DFND
CAP STK CL C
Shares3M
TypeSH
Market value$942.73M
1.59%
Sole
2.95M
Shared
0.00
None
50.44K

ELI LILLY & CO

DFND
COM
Shares762.25K
TypeSH
Market value$819.17M
1.38%
Sole
755.60K
Shared
0.00
None
6.64K

ASTRAZENECA PLC

DFND
SPONSORED ADR
Shares8.08M
TypeSH
Market value$742.96M
1.26%
Sole
8.03M
Shared
0.00
None
50.49K

OLD DOMINION FREIGHT LINE IN

DFND
COM
Shares4.36M
TypeSH
Market value$682.95M
1.15%
Sole
741.36K
Shared
0.00
None
3.61M

VANGUARD INDEX FDS

DFND
MID CAP ETF
Shares2.19M
TypeSH
Market value$634.18M
1.07%
Sole
2.16M
Shared
0.00
None
26.19K

BLACKSTONE INC

DFND
COM
Shares4M
TypeSH
Market value$617.22M
1.04%
Sole
3.98M
Shared
0.00
None
24.91K

RTX CORPORATION

DFND
COM
Shares3.35M
TypeSH
Market value$613.82M
1.04%
Sole
3.33M
Shared
0.00
None
18.06K

NEXTERA ENERGY INC

DFND
COM
Shares7.54M
TypeSH
Market value$605.13M
1.02%
Sole
7.50M
Shared
0.00
None
39.74K

VANGUARD INDEX FDS

DFND
S&P 500 ETF SHS
Shares941.50K
TypeSH
Market value$590.44M
1.00%
Sole
899.65K
Shared
0.00
None
41.85K

ISHARES TR

SOLE
RUS 1000 GRW ETF
Shares1.19M
TypeSH
Market value$563.56M
0.95%
Sole
1.17M
Shared
0.00
None
19.19K

ABBOTT LABS

DFND
COM
Shares3.93M
TypeSH
Market value$492.68M
0.83%
Sole
3.91M
Shared
0.00
None
25.25K

EXXON MOBIL CORP

DFND
COM
Shares4.01M
TypeSH
Market value$483.06M
0.82%
Sole
3.98M
Shared
0.00
None
29.63K

THERMO FISHER SCIENTIFIC INC

DFND
COM
Shares806.90K
TypeSH
Market value$467.56M
0.79%
Sole
800.72K
Shared
0.00
None
6.18K

BARCLAYS BANK PLC

DFND
IPATH SELCT MLP
Shares16.19M
TypeSH
Market value$465.87M
0.79%
Sole
16.13M
Shared
0.00
None
58.14K

DANAHER CORPORATION

DFND
COM
Shares2.03M
TypeSH
Market value$465.70M
0.79%
Sole
2.02M
Shared
0.00
None
15.98K

S&P GLOBAL INC

DFND
COM
Shares887.27K
TypeSH
Market value$463.68M
0.78%
Sole
882.43K
Shared
0.00
None
4.85K
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