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
$14.7B
AUM Growth
+$338M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1 +$96M
2 +$67.5M
3 +$61.7M
4
ABBV icon
AbbVie
ABBV
+$60M
5
TSLA icon
Tesla
TSLA
+$53.2M

Top Sells

1 +$261M
2 +$154M
3 +$90.1M
4
KSU
Kansas City Southern
KSU
+$48M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$47.2M

Sector Composition

1 Communication Services 26.63%
2 Financials 16.49%
3 Technology 11.67%
4 Healthcare 10.64%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$2.84M 0.02%
110,110
+17,904
377
$2.81M 0.02%
28,556
+7,779
378
$2.77M 0.02%
39,084
+12,303
379
$2.76M 0.02%
91,012
+34,415
380
$2.73M 0.02%
40,150
-9,613
381
$2.71M 0.02%
83,365
+3,049
382
$2.69M 0.02%
82,758
-18,997
383
$2.66M 0.02%
104,949
-4,279
384
$2.66M 0.02%
60,665
+20,584
385
$2.65M 0.02%
5,943
-1,364
386
$2.64M 0.02%
10,534
+324
387
$2.63M 0.02%
49,884
+8,085
388
$2.62M 0.02%
22,471
-3,539
389
$2.61M 0.02%
15,820
-11,430
390
$2.56M 0.02%
13,079
-2,814
391
$2.54M 0.02%
18,490
-32,437
392
$2.53M 0.02%
48,914
-7,802
393
$2.52M 0.02%
84,742
+30,212
394
$2.51M 0.02%
18,984
-4,445
395
$2.49M 0.02%
+47,188
396
$2.47M 0.02%
67,442
-116,888
397
$2.45M 0.02%
15,537
+109
398
$2.45M 0.02%
45,049
-10,577
399
$2.4M 0.02%
31,521
+21,752
400
$2.4M 0.02%
13,171
-9,971