CWM
CIBC World Markets Portfolio holdings
AUM
$15.1B
1-Year Est. Return
22.72%
1 Year Est. Return
+22.72%
AUM
$15.1B
AUM Growth
+$2.46B
(+20%)
Holding
1,919
Top Buys
| 1 | +$199M | |
| 2 | +$177M | |
| 3 | +$173M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$145M |
| 5 |
Linde
LIN
|
+$74.3M |
Top Sells
| 1 | +$155M | |
| 2 | +$152M | |
| 3 | +$101M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$88.5M |
| 5 |
NVIDIA
NVDA
|
+$63.5M |
Sector Composition
| 1 | Technology | 37.01% |
| 2 | Financials | 11.77% |
| 3 | Consumer Discretionary | 11.12% |
| 4 | Communication Services | 10.47% |
| 5 | Healthcare | 6.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
Labcorp
LH
$21.7B
| $2.76M | 0.02% |
10,529
+458
|
|
||
452
NetApp
NTAP
$21.3B
| $2.74M | 0.02% |
25,722
+1,200
|
|
||
453
AGNC Investment
AGNC
$12.5B
| $2.73M | 0.02% |
296,654
+45,760
|
|
||
|
K
454
DELISTED
Kellanova
K
| $2.71M | 0.02% |
34,135
-59,715
|
|
||
455
T. Rowe Price
TROW
$23.2B
| $2.68M | 0.02% |
27,807
+975
|
|
||
456
Regions Financial
RF
$24.7B
| $2.67M | 0.02% |
113,390
+3,751
|
|
||
457
FirstEnergy
FE
$26.7B
| $2.66M | 0.02% |
66,077
+2,634
|
|
||
458
Waters Corp
WAT
$23.4B
| $2.61M | 0.02% |
7,488
+326
|
|
||
459
CMS Energy
CMS
$21.6B
| $2.61M | 0.02% |
37,640
+1,601
|
|
||
460
PTC
PTC
$19.8B
| $2.6M | 0.02% |
15,112
+598
|
|
||
461
CRH
CRH
$81.5B
| $2.59M | 0.02% |
28,225
-2,686
|
|
||
462
JPMorgan Equity Premium Income ETF
JEPI
$42.6B
| $2.58M | 0.02% |
45,464
+2,327
|
|
||
463
Federal Realty Investment Trust
FRT
$8.8B
| $2.58M | 0.02% |
27,207
-128
|
|
||
464
CubeSmart
CUBE
$8.82B
| $2.58M | 0.02% |
60,688
-2,490
|
|
||
465
Texas Pacific Land
TPL
$22.5B
| $2.54M | 0.02% |
7,206
+288
|
|
||
466
Devon Energy
DVN
$22.8B
| $2.54M | 0.02% |
79,738
+1,998
|
|
||
467
Quest Diagnostics
DGX
$20.8B
| $2.52M | 0.02% |
14,049
+633
|
|
||
468
Cloudflare
NET
$66B
| $2.52M | 0.02% |
12,857
-1,054
|
|
||
469
Leidos
LDOS
$24.4B
| $2.51M | 0.02% |
15,911
+291
|
|
||
470
Edison International
EIX
$23.7B
| $2.5M | 0.02% |
48,433
+1,735
|
|
||
471
Dollar Tree
DLTR
$27.9B
| $2.49M | 0.02% |
25,140
-45,280
|
|
||
472
Sylvamo
SLVM
$2.06B
| $2.47M | 0.02% |
49,239
-3,480
|
|
||
473
Global Payments
GPN
$21.7B
| $2.46M | 0.02% |
30,776
+596
|
|
||
474
United Airlines
UAL
$37.6B
| $2.46M | 0.02% |
30,897
+2,451
|
|
||
475
Citizens Financial Group
CFG
$25.7B
| $2.45M | 0.02% |
54,713
+1,824
|
|