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
426
$1.76M 0.02%
9,775
+5,346
427
$1.75M 0.02%
20,352
-105,856
428
$1.75M 0.02%
+12,700
429
$1.74M 0.02%
34,083
-1,490
430
$1.73M 0.02%
31,178
+4,062
431
$1.71M 0.02%
13,525
+1,747
432
$1.71M 0.02%
78,062
+42,684
433
$1.71M 0.02%
8,176
+1,062
434
$1.71M 0.02%
197,312
+148,131
435
$1.7M 0.02%
89,474
+66,456
436
$1.7M 0.02%
36,396
-2,684
437
$1.68M 0.02%
75,233
-13,104
438
$1.68M 0.02%
96,521
-14,560
439
$1.68M 0.02%
26,612
+3,512
440
$1.63M 0.02%
18,027
+2,362
441
$1.63M 0.02%
16,733
+9,143
442
$1.62M 0.02%
8,116
+1,057
443
$1.61M 0.02%
8,588
-1,568
444
$1.6M 0.02%
28,396
+3,970
445
$1.59M 0.02%
9,295
+4,509
446
$1.58M 0.01%
18,068
+2,084
447
$1.57M 0.01%
16,948
-87,496
448
$1.56M 0.01%
5,171
-10,073
449
$1.56M 0.01%
57,984
+42,313
450
$1.56M 0.01%
8,540
+1,121
16 17
18
19 20