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
26
$43.2M 0.6%
682,042
-181,314
27
$36.8M 0.51%
915,176
-39,130
28
$34.9M 0.48%
1,154,438
-442,108
29
$34.3M 0.48%
124,228
-129,434
30
$31M 0.43%
817,602
-212,829
31
$27.9M 0.39%
92,205
-17,231
32
$27.7M 0.39%
2,232,300
33
$27M 0.38%
151,916
-76,127
34
$26.6M 0.37%
183,921
-60,731
35
$26.2M 0.36%
123,412
-12,679
36
$25.4M 0.35%
321,143
+6,019
37
$25M 0.35%
624,875
-170,494
38
$24.9M 0.35%
+938,300
39
$24.5M 0.34%
83,683
-11,309
40
$24.3M 0.34%
394,018
+236,543
41
$23.8M 0.33%
1,960,900
-4,832,360
42
$22.1M 0.31%
+550,000
43
$22M 0.31%
38,683
-6,618
44
$22M 0.31%
508,644
+192,858
45
$21.9M 0.3%
116,393
-44,344
46
$21.1M 0.29%
254,004
-778,220
47
$19.4M 0.27%
+72,600
48
$19.2M 0.27%
38,071
-122,977
49
$17.6M 0.24%
208,955
-133,810
50
$16.6M 0.23%
122,929
-21,681
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