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
401
$1.93M 0.02%
+115,300
402
$1.93M 0.02%
21,493
+11,583
403
$1.91M 0.02%
9,850
+1,190
404
$1.9M 0.02%
54,549
+40,917
405
$1.9M 0.02%
21,306
+10,562
406
$1.89M 0.02%
26,517
+14,268
407
$1.89M 0.02%
12,688
+1,650
408
$1.89M 0.02%
65,297
-141,972
409
$1.89M 0.02%
16,489
+2,054
410
$1.88M 0.02%
55,585
+30,422
411
$1.87M 0.02%
61,220
+45,163
412
$1.86M 0.02%
6,841
+3,267
413
$1.86M 0.02%
63,742
-11,107
414
$1.86M 0.02%
199,936
-35,023
415
$1.85M 0.02%
5,564
+3,074
416
$1.82M 0.02%
1,583
-3,152
417
$1.81M 0.02%
10,257
+4,942
418
$1.81M 0.02%
28,237
+10,972
419
$1.81M 0.02%
6,461
+3,538
420
$1.8M 0.02%
36,044
-5,213
421
$1.79M 0.02%
2,815
+1,356
422
$1.79M 0.02%
12,037
-194,961
423
$1.77M 0.02%
16,120
+2,059
424
$1.77M 0.02%
+831,400
425
$1.77M 0.02%
64,952
-9,376
15 16
17
18 19