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
401
$675K 0.01%
8,673
-32,158
402
$675K 0.01%
4,665
-3,448
403
$674K 0.01%
7,795
-56,671
404
$670K 0.01%
11,986
-6,445
405
$663K 0.01%
3,241
-6,609
406
$663K 0.01%
7,812
-3,441
407
$660K 0.01%
25,263
-18,083
408
$657K 0.01%
8,972
-32,495
409
$642K 0.01%
8,082
-6,466
410
$639K 0.01%
212,205
+38,351
411
$639K 0.01%
5,978
-22,511
412
$623K 0.01%
10,904
-100,617
413
$604K 0.01%
5,105
-41,215
414
$603K 0.01%
2,903
-10,562
415
$600K 0.01%
3,266
-12,617
416
$597K 0.01%
9,936
-32,913
417
$593K 0.01%
21,698
-79,475
418
$589K 0.01%
7,299
-26,287
419
$588K 0.01%
2,202
-16,177
420
$577K 0.01%
5,123
-18,398
421
$564K 0.01%
15,048
-108,015
422
$555K 0.01%
2,418
-8,944
423
$551K 0.01%
4,532
-123,419
424
$547K 0.01%
7,731
-27,836
425
$543K 0.01%
3,762
-13,587
15 16
17
18 19