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
526
$903K 0.01%
+12,530
527
$893K 0.01%
7,844
-1,831
528
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24,381
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529
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$882K 0.01%
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531
$858K 0.01%
37,564
-8,696
532
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533
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32,768
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534
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33,423
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535
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39,499
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536
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12,926
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537
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539
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6,108
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$721K ﹤0.01%
3,535
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548
$713K ﹤0.01%
5,955
-10,264
549
$696K ﹤0.01%
19,488
-4,508
550
$695K ﹤0.01%
9,094
-2,151
20 21
22
23 24