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
576
$502K ﹤0.01%
8,181
-1,976
577
$493K ﹤0.01%
10,620
-2,458
578
$490K ﹤0.01%
22,530
-5,219
579
$479K ﹤0.01%
11,446
-2,650
580
$477K ﹤0.01%
14,200
-25,097
581
$473K ﹤0.01%
21,343
-87,228
582
$466K ﹤0.01%
+14,500
583
$463K ﹤0.01%
8,450
-2,103
584
$463K ﹤0.01%
22,907
-40,208
585
$460K ﹤0.01%
6,358
-1,471
586
$459K ﹤0.01%
7,509
-1,827
587
$457K ﹤0.01%
21,310
-4,933
588
$453K ﹤0.01%
+18,600
589
$451K ﹤0.01%
12,760
-2,616
590
$437K ﹤0.01%
2,263
-530
591
$421K ﹤0.01%
22,382
-4,357
592
$414K ﹤0.01%
7,060
-1,583
593
$414K ﹤0.01%
4,023
-925
594
$390K ﹤0.01%
+906
595
$382K ﹤0.01%
+57,804
596
$338K ﹤0.01%
19,683
-4,557
597
$337K ﹤0.01%
7,514
-1,737
598
$320K ﹤0.01%
2,021
-3,515
599
$304K ﹤0.01%
2,741
-24,100
600
$275K ﹤0.01%
12,133
-2,287
22 23
24
25 26