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
326
$1.29M 0.02%
71,969
-3,264
327
$1.28M 0.02%
4,630
-17,519
328
$1.28M 0.02%
8,787
-3,392
329
$1.27M 0.02%
7,309
-11,587
330
$1.26M 0.02%
3,480
-2,402
331
$1.26M 0.02%
179,758
-17,554
332
$1.26M 0.02%
24,849
-9,234
333
$1.26M 0.02%
39,047
-13,071
334
$1.26M 0.02%
3,807
-2,654
335
$1.24M 0.02%
94,509
-4,310
336
$1.24M 0.02%
3,670
-2,614
337
$1.23M 0.02%
9,134
-101,866
338
$1.22M 0.02%
101,750
-72,675
339
$1.21M 0.02%
+49,000
340
$1.19M 0.02%
18,847
-6,810
341
$1.17M 0.02%
43,252
-1,743
342
$1.13M 0.02%
3,256
-2,308
343
$1.13M 0.02%
3,891
-28,220
344
$1.12M 0.02%
25,581
-10,815
345
$1.12M 0.02%
1,626
-11,941
346
$1.12M 0.02%
+40,800
347
$1.11M 0.02%
45,539
-2,721
348
$1.1M 0.02%
27,325
-990,970
349
$1.1M 0.02%
16,129
-58,046
350
$1.09M 0.02%
34,762
-70,683
12 13
14
15 16