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
451
$428K 0.01%
4,786
-17,235
452
$426K 0.01%
7,569
-27,284
453
$425K 0.01%
3,972
-14,602
454
$421K 0.01%
400,600
-430,800
455
$413K 0.01%
4,959
-36,040
456
$412K 0.01%
7,642
-27,509
457
$411K 0.01%
1,263
-9,285
458
$410K 0.01%
5,257
-18,819
459
$410K 0.01%
782
-2,838
460
$406K 0.01%
2,382
-17,449
461
$403K 0.01%
12,086
-105,695
462
$401K 0.01%
17,440
-127,076
463
$399K 0.01%
7,780
-23,398
464
$395K 0.01%
3,484
-12,636
465
$395K 0.01%
3,566
-12,923
466
$385K 0.01%
33,520
-120,650
467
$383K 0.01%
7,600
-27,900
468
$377K 0.01%
1,752
-6,364
469
$371K 0.01%
342
-1,241
470
$359K 0.01%
2,758
-9,930
471
$355K ﹤0.01%
13,572
-42,681
472
$351K ﹤0.01%
3,868
-13,922
473
$346K ﹤0.01%
2,782
-22,682
474
$345K ﹤0.01%
12,984
-99,692
475
$339K ﹤0.01%
13,762
-49,205
17 18
19
20 21