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
$14.7B
AUM Growth
+$338M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$96M
2
+$67.5M
3
+$61.7M
4
ABBV icon
AbbVie
ABBV
+$60M
5
TSLA icon
Tesla
TSLA
+$53.2M

Top Sells

1
+$261M
2
+$154M
3
+$90.1M
4
KSU
Kansas City Southern
KSU
+$48M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$47.2M

Sector Composition

1 Communication Services 26.63%
2 Financials 16.49%
3 Technology 11.67%
4 Healthcare 10.64%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.09M 0.01%
30,678
-7,086
502
$1.09M 0.01%
6,549
-11,360
503
$1.08M 0.01%
50,512
-85,072
504
$1.08M 0.01%
50,200
-11,575
505
$1.06M 0.01%
2,302
-3,981
506
$1.05M 0.01%
73,618
-295,888
507
$1.05M 0.01%
6,265
-28,703
508
$1.01M 0.01%
9,300
-16,341
509
$1.01M 0.01%
11,858
+8,593
510
$1.01M 0.01%
86,915
-20,135
511
$982K 0.01%
2,261
-525
512
$979K 0.01%
8,073
-1,958
513
$975K 0.01%
16,329
-145,769
514
$975K 0.01%
22,856
-224,892
515
$974K 0.01%
8,881
-2,049
516
$974K 0.01%
15,966
+11,533
517
$969K 0.01%
2,466
-573
518
$968K 0.01%
4,672
-1,091
519
$960K 0.01%
9,179
-15,958
520
$941K 0.01%
14,925
-5,196
521
$932K 0.01%
10,703
+7,791
522
$921K 0.01%
15,349
-3,283
523
$919K 0.01%
10,656
-1,679
524
$917K 0.01%
27,078
-6,246
525
$911K 0.01%
190
-47
19 20
21
22 23