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
$7.19B
AUM Growth
-$3.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$22.8M
3
+$22.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$19.4M
5
GILD icon
Gilead Sciences
GILD
+$14.6M

Top Sells

1
+$260M
2
+$219M
3
+$152M
4
PM icon
Philip Morris
PM
+$91.5M
5
TSLA icon
Tesla
TSLA
+$69.3M

Sector Composition

1 Financials 18.88%
2 Consumer Staples 16.87%
3 Communication Services 15.69%
4 Technology 14.42%
5 Consumer Discretionary 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.31M 0.03%
23,057
-7,849
252
$2.31M 0.03%
126,547
-4,688
253
$2.29M 0.03%
7,210
-2,534
254
$2.27M 0.03%
122,657
-5,675
255
$2.26M 0.03%
28,097
-8,997
256
$2.25M 0.03%
59,840
-23,759
257
$2.24M 0.03%
79,558
-33,368
258
$2.24M 0.03%
562
-190
259
$2.24M 0.03%
47,471
-15,792
260
$2.22M 0.03%
14,091
-10,323
261
$2.18M 0.03%
+32,260
262
$2.18M 0.03%
77,204
-43,560
263
$2.18M 0.03%
50,597
-20,167
264
$2.12M 0.03%
33,927
-24,366
265
$2.08M 0.03%
73,342
-3,463
266
$2.06M 0.03%
17,515
-6,397
267
$2.04M 0.03%
7,562
-27,572
268
$2.03M 0.03%
6,536
-2,227
269
$2.02M 0.03%
+80,000
270
$2.02M 0.03%
55,837
-1,737
271
$1.98M 0.03%
19,316
-70,980
272
$1.94M 0.03%
67,851
-2,302
273
$1.91M 0.03%
28,986
-10,045
274
$1.9M 0.03%
19,920
-71,622
275
$1.9M 0.03%
46,614
-203,386
9 10
11
12 13