CWM

CIBC World Markets Portfolio holdings

AUM $15.1B
1-Year Est. Return 22.72%
This Quarter Est. Return
1 Year Est. Return
+22.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.6B
AUM Growth
-$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$701M
2
+$236M
3
+$147M
4
MSFT icon
Microsoft
MSFT
+$137M
5
TSLA icon
Tesla
TSLA
+$112M

Top Sells

1
+$124M
2
+$120M
3
+$105M
4
KO icon
Coca-Cola
KO
+$100M
5
UNH icon
UnitedHealth
UNH
+$88M

Sector Composition

1 Technology 17.59%
2 Consumer Staples 16.12%
3 Financials 15.96%
4 Communication Services 14.37%
5 Consumer Discretionary 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.7M 0.04%
22,444
+12,169
227
$4.69M 0.04%
58,497
-305,250
228
$4.67M 0.04%
23,495
-45,577
229
$4.63M 0.04%
141,318
+75,489
230
$4.62M 0.04%
100,754
-17,463
231
$4.62M 0.04%
130,560
+89,508
232
$4.58M 0.04%
77,232
-9,707
233
$4.58M 0.04%
34,426
+25,766
234
$4.53M 0.04%
46,923
-1,819
235
$4.52M 0.04%
56,635
+7,391
236
$4.52M 0.04%
40,889
+5,313
237
$4.49M 0.04%
117,781
-224,024
238
$4.48M 0.04%
126,517
-22,123
239
$4.44M 0.04%
64,953
+48,538
240
$4.4M 0.04%
47,088
+13,632
241
$4.29M 0.04%
35,236
+9,993
242
$4.18M 0.04%
171,400
+86,400
243
$4.18M 0.04%
37,771
+20,456
244
$4.13M 0.04%
8,830
-17,616
245
$4.13M 0.04%
43,404
-85,037
246
$4.12M 0.04%
16,182
-84,124
247
$4.11M 0.04%
96,158
-13,987
248
$4.07M 0.04%
70,637
-10,036
249
$4.04M 0.04%
36,165
-5,124
250
$4M 0.04%
33,582
-1,576
8 9
10
11 12