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
376
$923K 0.01%
12,278
-9,215
377
$889K 0.01%
12,657
-45,840
378
$876K 0.01%
9,603
-2,910
379
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12,632
-44,003
380
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76,740
-25,155
381
$866K 0.01%
32,490
-240,475
382
$866K 0.01%
8,279
-5,845
383
$841K 0.01%
21,723
-78,075
384
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+44,000
385
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15,484
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386
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6,044
-21,810
388
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10,802
-87,362
389
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3,365
-12,117
390
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391
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392
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4,275
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393
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3,517
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394
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395
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7,566
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396
$747K 0.01%
3,564
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397
$733K 0.01%
3,579
-13,128
398
$695K 0.01%
11,307
-50,847
399
$692K 0.01%
9,039
-33,001
400
$684K 0.01%
8,506
-30,777
14 15
16
17 18