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
$14.7B
AUM Growth
+$338M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$96M
2
+$67.5M
3
+$61.7M
4
ABBV icon
AbbVie
ABBV
+$60M
5
TSLA icon
Tesla
TSLA
+$53.2M

Top Sells

1
+$261M
2
+$154M
3
+$90.1M
4
KSU
Kansas City Southern
KSU
+$48M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$47.2M

Sector Composition

1 Communication Services 26.63%
2 Financials 16.49%
3 Technology 11.67%
4 Healthcare 10.64%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4.53M 0.03%
79,808
+28,181
302
$4.53M 0.03%
131,323
+21,357
303
$4.52M 0.03%
39,600
+1,437
304
$4.51M 0.03%
48,929
+2,198
305
$4.49M 0.03%
68,013
-15,722
306
$4.44M 0.03%
90,946
+30,444
307
$4.39M 0.03%
151,270
+53,878
308
$4.39M 0.03%
101,743
+34,098
309
$4.38M 0.03%
25,297
+17,514
310
$4.38M 0.03%
14,612
-10,568
311
$4.31M 0.03%
81,837
-6,799
312
$4.26M 0.03%
101,420
+30,099
313
$4.25M 0.03%
+35,100
314
$4.25M 0.03%
65,941
+1,502
315
$4.24M 0.03%
34,821
-60,815
316
$4.23M 0.03%
43,370
-10,038
317
$4.22M 0.03%
10,039
+364
318
$4.22M 0.03%
57,197
+12,447
319
$4.18M 0.03%
28,258
+6,190
320
$4.15M 0.03%
138,405
+47,802
321
$4.13M 0.03%
291,417
-163,512
322
$4.08M 0.03%
167,030
+56,409
323
$4.03M 0.03%
33,758
+23,489
324
$4.02M 0.03%
60,726
+19,917
325
$4.01M 0.03%
26,513
-19,417
11 12
13
14 15