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
276
$3.59M 0.03%
65,468
+18,696
277
$3.54M 0.03%
18,115
+9,971
278
$3.53M 0.03%
52,917
-4,084
279
$3.53M 0.03%
39,031
+29,205
280
$3.53M 0.03%
98,674
+13,348
281
$3.51M 0.03%
27,854
+3,617
282
$3.5M 0.03%
15,709
+1,902
283
$3.5M 0.03%
36,851
+27,710
284
$3.47M 0.03%
78,479
+58,856
285
$3.46M 0.03%
115,148
-19,140
286
$3.46M 0.03%
40,831
-79,211
287
$3.43M 0.03%
19,831
+5,364
288
$3.43M 0.03%
30,327
+22,565
289
$3.42M 0.03%
9,744
+7,302
290
$3.42M 0.03%
35,712
-4,212
291
$3.42M 0.03%
8,763
+6,557
292
$3.37M 0.03%
24,414
+13,284
293
$3.31M 0.03%
44,664
+5,681
294
$3.31M 0.03%
55,405
+6,919
295
$3.3M 0.03%
41,467
+5,352
296
$3.28M 0.03%
8,534
-330
297
$3.28M 0.03%
37,254
-6,448
298
$3.26M 0.03%
25,464
+7,484
299
$3.25M 0.03%
13,465
+1,529
300
$3.24M 0.03%
75,354
-13,057
10 11
12
13 14