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
551
$833K 0.01%
16,471
+1,889
552
$826K 0.01%
26,257
+3,177
553
$824K 0.01%
23,612
+1,525
554
$811K 0.01%
+10,000
555
$808K 0.01%
8,997
+1,154
556
$808K 0.01%
22,809
+3,119
557
$805K 0.01%
3,274
-6,368
558
$794K 0.01%
8,975
+4,379
559
$792K 0.01%
173,854
-29,052
560
$789K 0.01%
9,560
+1,342
561
$787K 0.01%
3,181
-6,185
562
$762K 0.01%
3,762
+470
563
$759K 0.01%
3,547
-6,837
564
$759K 0.01%
8,400
+4,100
565
$757K 0.01%
27,482
+3,549
566
$748K 0.01%
1,511
-2,937
567
$740K 0.01%
9,637
-18,895
568
$734K 0.01%
3,726
+483
569
$721K 0.01%
10,084
-52,586
570
$717K 0.01%
13,148
-68,160
571
$709K 0.01%
17,791
+1,789
572
$708K 0.01%
64,906
+8,879
573
$706K 0.01%
55,643
+16,257
574
$700K 0.01%
21,759
+2,558
575
$678K 0.01%
14,112
-73,133
21 22
23
24 25