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
$17B
AUM Growth
+$3.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,332
New
Increased
Reduced
Closed

Top Buys

1
+$590M
2
+$230M
3
+$208M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$166M
5
MA icon
Mastercard
MA
+$142M

Top Sells

1
+$89.8M
2
+$54.3M
3
+$47M
4
TSLA icon
Tesla
TSLA
+$36.8M
5
DHR icon
Danaher
DHR
+$26.5M

Sector Composition

1 Technology 29.41%
2 Financials 12.22%
3 Communication Services 10.03%
4 Consumer Discretionary 8.77%
5 Healthcare 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4.54M 0.03%
46,279
-11,611
377
$4.5M 0.03%
40,176
-9,169
378
$4.48M 0.03%
106,067
-25,487
379
$4.48M 0.03%
84,515
+11,135
380
$4.45M 0.03%
126,771
+1,771
381
$4.45M 0.03%
38,340
+5,411
382
$4.44M 0.03%
92,269
+3,934
383
$4.4M 0.03%
27,378
+3,676
384
$4.38M 0.03%
22,205
+3,080
385
$4.38M 0.03%
204,934
+28,527
386
$4.35M 0.03%
100,000
-300,000
387
$4.32M 0.03%
20,524
-609
388
$4.27M 0.03%
54,865
+6,642
389
$4.24M 0.02%
63,633
+4,017
390
$4.23M 0.02%
172,178
+128,749
391
$4.17M 0.02%
18,461
+2,515
392
$4.17M 0.02%
23,972
+2,842
393
$4.14M 0.02%
86,056
-3,739
394
$4.12M 0.02%
72,847
+9,673
395
$4.1M 0.02%
59,212
+44,419
396
$4.08M 0.02%
163,913
+26,839
397
$4.07M 0.02%
21,679
+3,025
398
$4.06M 0.02%
497
+59
399
$4.06M 0.02%
3,315
+382
400
$4.01M 0.02%
26,240
+3,267
14 15
16
17 18