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
351
$2.35M 0.02%
44,995
-7,883
352
$2.35M 0.02%
24,733
+3,231
353
$2.35M 0.02%
40,999
+11,703
354
$2.35M 0.02%
65,972
-10,935
355
$2.33M 0.02%
48,565
+5,845
356
$2.31M 0.02%
174,425
+95,787
357
$2.29M 0.02%
57,774
+42,650
358
$2.28M 0.02%
136,131
+17,571
359
$2.27M 0.02%
4,772
+2,372
360
$2.27M 0.02%
79,207
-10,498
361
$2.26M 0.02%
30,906
+23,194
362
$2.26M 0.02%
21,339
-4,166
363
$2.26M 0.02%
7,668
+4,226
364
$2.26M 0.02%
5,882
+3,241
365
$2.26M 0.02%
35,151
-67,852
366
$2.25M 0.02%
9,507
-7,858
367
$2.24M 0.02%
15,727
+8,625
368
$2.23M 0.02%
70,153
-13,645
369
$2.22M 0.02%
22,021
+2,841
370
$2.21M 0.02%
34,853
+4,109
371
$2.21M 0.02%
8,962
+1,147
372
$2.19M 0.02%
10,192
-52,557
373
$2.18M 0.02%
8,499
-418
374
$2.17M 0.02%
57,574
-6,710
375
$2.17M 0.02%
45,799
-242,949
13 14
15
16 17