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
426
$539K 0.01%
3,627
-13,019
427
$531K 0.01%
8,300
-60,070
428
$529K 0.01%
18,489
-66,540
429
$514K 0.01%
10,452
-38,113
430
$513K 0.01%
2,830
-10,384
431
$510K 0.01%
1,682
-15,764
432
$507K 0.01%
5,220
-41,868
433
$507K 0.01%
11,672
-99,888
434
$506K 0.01%
12,043
-43,362
435
$501K 0.01%
30,084
-106,047
436
$491K 0.01%
2,229
-7,963
437
$485K 0.01%
2,222
-7,990
438
$480K 0.01%
5,957
-43,312
439
$472K 0.01%
1,948
-7,014
440
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1,777
-6,399
441
$464K 0.01%
4,008
-31,228
442
$462K 0.01%
12,892
-117,668
443
$461K 0.01%
5,380
-19,353
444
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4,228
-17,111
445
$455K 0.01%
2,451
-17,832
446
$454K 0.01%
12,770
-46,446
447
$447K 0.01%
10,202
-43,048
448
$442K 0.01%
7,914
-57,554
449
$441K 0.01%
18,002
-14,797
450
$432K 0.01%
9,880
-35,919
16 17
18
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