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
501
$1.21M 0.01%
8,592
-44,522
502
$1.21M 0.01%
39,744
+29,642
503
$1.21M 0.01%
17,409
-34,014
504
$1.19M 0.01%
25,271
+2,754
505
$1.19M 0.01%
19,594
-3,353
506
$1.18M 0.01%
7,857
+3,802
507
$1.15M 0.01%
33,500
-173,524
508
$1.15M 0.01%
4,098
-7,911
509
$1.14M 0.01%
10,855
+1,359
510
$1.14M 0.01%
11,711
+1,409
511
$1.13M 0.01%
101,895
+76,543
512
$1.12M 0.01%
17,256
-4,609
513
$1.11M 0.01%
49,404
+2,066
514
$1.1M 0.01%
10,539
+627
515
$1.1M 0.01%
46,567
-10,566
516
$1.09M 0.01%
8,193
-16,287
517
$1.09M 0.01%
9,705
+1,468
518
$1.08M 0.01%
25,874
+2,332
519
$1.08M 0.01%
13,768
-26,796
520
$1.05M 0.01%
12,751
+1,393
521
$1.04M 0.01%
16,020
+2,079
522
$1.03M 0.01%
17,509
+2,282
523
$1.01M 0.01%
11,253
+8,443
524
$999K 0.01%
13,144
-25,560
525
$994K 0.01%
19,018
-37,976
19 20
21
22 23