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
526
$994K 0.01%
32,799
+17,936
527
$983K 0.01%
12,572
+1,612
528
$980K 0.01%
46,623
+6,086
529
$969K 0.01%
7,571
-39,197
530
$964K 0.01%
5,306
+681
531
$964K 0.01%
12,000
+5,186
532
$961K 0.01%
9,540
+1,004
533
$949K 0.01%
10,956
-21,368
534
$945K 0.01%
10,125
+4,061
535
$941K 0.01%
8,792
+1,082
536
$938K 0.01%
4,456
+622
537
$937K 0.01%
19,784
-101,972
538
$934K 0.01%
16,417
+12,165
539
$923K 0.01%
5,704
+668
540
$922K 0.01%
5,852
+738
541
$919K 0.01%
61,928
-14,948
542
$917K 0.01%
15,015
+1,612
543
$914K 0.01%
14,362
+1,658
544
$901K 0.01%
8,884
+975
545
$899K 0.01%
6,541
+765
546
$895K 0.01%
12,760
-66,111
547
$889K 0.01%
7,561
+988
548
$886K 0.01%
84,633
-164,171
549
$868K 0.01%
18,431
+10,110
550
$835K 0.01%
28,329
+4,458
20 21
22
23 24