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
26
$64.8M 0.61%
711,190
+52,956
27
$59.1M 0.56%
231,408
-25,521
28
$56.7M 0.53%
896,811
+544,064
29
$55.9M 0.53%
365,667
+3,265
30
$52.3M 0.49%
1,030,431
-93,394
31
$49.7M 0.47%
1,596,546
-531,343
32
$45.2M 0.43%
647,746
33
$44.9M 0.42%
228,043
-11,369
34
$44.4M 0.42%
275,476
-191,247
35
$43.8M 0.41%
2,232,300
36
$42.5M 0.4%
1,018,295
+295,595
37
$41.2M 0.39%
244,652
+808
38
$37.7M 0.35%
775,250
+405,690
39
$37.4M 0.35%
954,306
-637,437
40
$34.9M 0.33%
109,436
+14,806
41
$33.9M 0.32%
795,369
-66,906
42
$33.9M 0.32%
190,952
-593,212
43
$32.8M 0.31%
89,722
+10,369
44
$30.1M 0.28%
136,091
+122,076
45
$29.8M 0.28%
45,301
-5,498
46
$29.3M 0.28%
783,740
-440,299
47
$28.9M 0.27%
173,598
-384,446
48
$28.2M 0.27%
94,992
-123,240
49
$28.1M 0.26%
160,737
-16,627
50
$27.8M 0.26%
604,450
+287,587
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