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
326
$2.8M 0.03%
67,250
-11,772
327
$2.76M 0.03%
17,901
-2,578
328
$2.75M 0.03%
33,586
+5,137
329
$2.75M 0.03%
33,360
+16,254
330
$2.74M 0.03%
131,235
-22,103
331
$2.74M 0.03%
98,093
-13,073
332
$2.71M 0.03%
23,912
-1,111
333
$2.69M 0.03%
56,606
-8,980
334
$2.67M 0.03%
15,883
-33,382
335
$2.67M 0.03%
17,349
+2,190
336
$2.65M 0.02%
85,029
+11,155
337
$2.65M 0.02%
11,362
-59,563
338
$2.61M 0.02%
10,805
+5,811
339
$2.61M 0.02%
31,868
+23,989
340
$2.59M 0.02%
128,332
-21,596
341
$2.59M 0.02%
43,781
-2,231
342
$2.57M 0.02%
14,853
+11,059
343
$2.54M 0.02%
14,170
-549
344
$2.5M 0.02%
35,850
+10,381
345
$2.49M 0.02%
8,881
-354
346
$2.49M 0.02%
85,975
+63,074
347
$2.48M 0.02%
224,127
-38,739
348
$2.37M 0.02%
76,805
-11,901
349
$2.36M 0.02%
42,849
+4,569
350
$2.36M 0.02%
6,284
+3,454
12 13
14
15 16