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
501
$276K ﹤0.01%
2,170
-7,862
502
$273K ﹤0.01%
9,729
-35,023
503
$271K ﹤0.01%
+3,801
504
$270K ﹤0.01%
4,123
-14,717
505
$269K ﹤0.01%
9,552
-34,390
506
$263K ﹤0.01%
3,686
-13,262
507
$259K ﹤0.01%
2,378
-8,658
508
$259K ﹤0.01%
+35,000
509
$256K ﹤0.01%
4,403
-15,851
510
$254K ﹤0.01%
2,178
-7,886
511
$253K ﹤0.01%
5,239
-20,032
512
$252K ﹤0.01%
1,518
-5,472
513
$245K ﹤0.01%
22,802
-82,106
514
$245K ﹤0.01%
909
-3,296
515
$245K ﹤0.01%
+40,000
516
$244K ﹤0.01%
3,788
-13,621
517
$240K ﹤0.01%
1,869
-6,723
518
$239K ﹤0.01%
2,734
-9,838
519
$238K ﹤0.01%
7,285
-26,215
520
$230K ﹤0.01%
4,769
-17,555
521
$230K ﹤0.01%
1,915
-6,891
522
$229K ﹤0.01%
1,145
-4,161
523
$229K ﹤0.01%
10,135
-36,488
524
$225K ﹤0.01%
2,760
-9,991
525
$222K ﹤0.01%
1,617
-5,954
19 20
21
22 23