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
$17B
AUM Growth
+$3.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,332
New
Increased
Reduced
Closed

Top Buys

1
+$590M
2
+$230M
3
+$208M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$166M
5
MA icon
Mastercard
MA
+$142M

Top Sells

1
+$89.8M
2
+$54.3M
3
+$47M
4
TSLA icon
Tesla
TSLA
+$36.8M
5
DHR icon
Danaher
DHR
+$26.5M

Sector Composition

1 Technology 29.41%
2 Financials 12.22%
3 Communication Services 10.03%
4 Consumer Discretionary 8.77%
5 Healthcare 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.3M 0.06%
45,611
+6,414
227
$10.3M 0.06%
78,244
+8,823
228
$10.2M 0.06%
21,728
+2,889
229
$10.1M 0.06%
187,444
+141,284
230
$10.1M 0.06%
35,788
+4,792
231
$10.1M 0.06%
96,109
+12,728
232
$10M 0.06%
19,290
+2,415
233
$9.89M 0.06%
38,312
+21,291
234
$9.83M 0.06%
48,249
+5,293
235
$9.83M 0.06%
110,804
+89,096
236
$9.82M 0.06%
57,970
+7,654
237
$9.81M 0.06%
94,321
+11,683
238
$9.48M 0.06%
187,582
+23,679
239
$9.3M 0.05%
174,566
+21,092
240
$9.25M 0.05%
92,138
+12,908
241
$9.18M 0.05%
326,048
+34,987
242
$9.14M 0.05%
159,204
+19,831
243
$8.97M 0.05%
38,876
+6,248
244
$8.93M 0.05%
161,908
+120,300
245
$8.92M 0.05%
130,689
+18,387
246
$8.91M 0.05%
198,542
+27,985
247
$8.86M 0.05%
132,000
248
$8.78M 0.05%
29,268
+3,383
249
$8.78M 0.05%
76,932
+57,079
250
$8.76M 0.05%
99,902
+13,995
8 9
10
11 12