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
276
$1.83M 0.03%
22,404
-81,418
277
$1.83M 0.03%
+27,930
278
$1.81M 0.03%
43,021
-1,974
279
$1.8M 0.03%
214,079
-10,048
280
$1.8M 0.03%
60,137
-18,342
281
$1.8M 0.03%
63,009
-2,963
282
$1.79M 0.02%
11,105
-52,266
283
$1.78M 0.02%
71,266
-70,052
284
$1.77M 0.02%
59,419
-26,556
285
$1.75M 0.02%
21,686
-88,967
286
$1.73M 0.02%
59,578
-42,403
287
$1.73M 0.02%
11,043
-3,810
288
$1.71M 0.02%
6,194
-4,611
289
$1.71M 0.02%
6,508
-2,373
290
$1.71M 0.02%
+38,948
291
$1.66M 0.02%
108,126
-391,644
292
$1.65M 0.02%
10,591
-7,536
293
$1.65M 0.02%
33,025
-10,756
294
$1.63M 0.02%
4,492
-3,176
295
$1.63M 0.02%
69,681
-3,375
296
$1.59M 0.02%
23,640
-8,228
297
$1.59M 0.02%
67,480
-490,310
298
$1.59M 0.02%
68,465
-10,742
299
$1.58M 0.02%
42,159
-15,615
300
$1.57M 0.02%
10,392
-3,778
10 11
12
13 14