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
351
$1.07M 0.01%
12,565
-18,000
352
$1.07M 0.01%
45,996
-2,143
353
$1.06M 0.01%
17,207
-12,648
354
$1.06M 0.01%
4,056
-2,989
355
$1.06M 0.01%
40,000
+9,500
356
$1.05M 0.01%
19,394
-14,164
357
$1.05M 0.01%
7,103
-25,752
358
$1.05M 0.01%
26,201
-1,255
359
$1.05M 0.01%
22,928
-1,529
360
$1.04M 0.01%
5,706
-4,069
361
$1.04M 0.01%
2,207
-7,994
362
$1.03M 0.01%
18,308
-1,286
363
$1.03M 0.01%
5,109
-18,386
364
$1.03M 0.01%
75,122
-700
365
$1.02M 0.01%
5,419
-39,643
366
$1.01M 0.01%
9,758
-6,975
367
$1.01M 0.01%
46,910
-16,131
368
$1.01M 0.01%
4,357
-3,074
369
$1M 0.01%
12,448
-9,059
370
$994K 0.01%
8,892
-31,997
371
$964K 0.01%
4,327
-15,573
372
$952K 0.01%
68,543
-20,931
373
$948K 0.01%
38,531
-17,054
374
$934K 0.01%
46,366
-31,696
375
$932K 0.01%
1,920
-6,910
13 14
15
16 17