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
251
$4M 0.04%
105,445
-367,347
252
$3.96M 0.04%
77,871
-4,524
253
$3.95M 0.04%
16,521
+8,696
254
$3.95M 0.04%
167,128
-16,573
255
$3.95M 0.04%
210,431
-10,593
256
$3.94M 0.04%
110,449
+10,451
257
$3.92M 0.04%
257,026
-43,397
258
$3.91M 0.04%
43,775
-63
259
$3.9M 0.04%
324,075
-13,266
260
$3.85M 0.04%
59,751
-10,298
261
$3.78M 0.04%
16,638
+2,064
262
$3.77M 0.04%
16,646
+1,820
263
$3.75M 0.04%
18,379
-16,100
264
$3.74M 0.04%
16,707
+2,043
265
$3.72M 0.04%
15,482
+1,998
266
$3.72M 0.03%
99,798
-193,359
267
$3.7M 0.03%
10,548
-9,335
268
$3.67M 0.03%
49,269
-41,723
269
$3.66M 0.03%
62,154
-695
270
$3.66M 0.03%
20,925
-4,480
271
$3.64M 0.03%
37,094
+27,851
272
$3.64M 0.03%
20,283
-17,443
273
$3.62M 0.03%
209,975
-7,960
274
$3.61M 0.03%
144,516
+41,210
275
$3.61M 0.03%
19,785
+2,422
9 10
11
12 13