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
301
$3.22M 0.03%
70,764
-2,958
302
$3.21M 0.03%
101,981
+56,566
303
$3.21M 0.03%
49,227
+36,057
304
$3.18M 0.03%
23,521
-121,823
305
$3.17M 0.03%
42,040
-218,276
306
$3.16M 0.03%
18,896
+9,830
307
$3.12M 0.03%
112,926
-9,380
308
$3.11M 0.03%
63,263
+46,959
309
$3.1M 0.03%
37,767
+2,566
310
$3.08M 0.03%
52,757
-2,256
311
$3.06M 0.03%
112,676
+33,288
312
$3.05M 0.03%
39,283
-202,202
313
$3.03M 0.03%
28,489
+3,631
314
$3.01M 0.03%
35,567
-183,428
315
$3.01M 0.03%
752
+552
316
$3M 0.03%
58,058
-125,265
317
$2.96M 0.03%
101,173
+11,916
318
$2.93M 0.03%
+58,293
319
$2.87M 0.03%
13,214
-26,093
320
$2.86M 0.03%
18,127
+9,875
321
$2.84M 0.03%
100,754
-19,543
322
$2.83M 0.03%
30,565
+15,840
323
$2.83M 0.03%
120,764
+66,220
324
$2.82M 0.03%
108,132
-15,402
325
$2.81M 0.03%
83,599
+62,691
11 12
13
14 15