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
376
$2.16M 0.02%
29,444
-1,220
377
$2.14M 0.02%
10,212
-19,871
378
$2.13M 0.02%
32,202
+15,689
379
$2.12M 0.02%
17,790
+2,314
380
$2.12M 0.02%
13,664
+10,074
381
$2.11M 0.02%
59,216
+7,202
382
$2.1M 0.02%
12,179
-1,196
383
$2.07M 0.02%
7,045
+3,822
384
$2.07M 0.02%
+154,170
385
$2.06M 0.02%
47,374
+22,948
386
$2.03M 0.02%
24,076
+3,168
387
$2.03M 0.02%
7,431
+4,237
388
$2.02M 0.02%
73,056
-11,818
389
$2M 0.02%
11,894
+5,867
390
$2M 0.02%
52,118
+39,119
391
$1.99M 0.02%
20,427
-1,373
392
$1.99M 0.02%
53,250
+4,636
393
$1.98M 0.02%
62,967
+8,328
394
$1.97M 0.02%
35,500
+4,319
395
$1.96M 0.02%
21,507
+11,626
396
$1.95M 0.02%
33,558
+18,296
397
$1.95M 0.02%
29,855
+16,340
398
$1.94M 0.02%
66,170
+49,613
399
$1.94M 0.02%
3,620
+417
400
$1.94M 0.02%
18,574
+2,040
14 15
16
17 18