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
576
$641K 0.01%
30,500
+8,000
577
$639K 0.01%
11,140
+5,412
578
$632K 0.01%
16,565
+1,682
579
$609K 0.01%
2,796
+356
580
$600K 0.01%
6,130
+674
581
$598K 0.01%
17,706
-34,450
582
$589K 0.01%
10,198
+1,194
583
$583K 0.01%
25,110
+3,300
584
$578K 0.01%
7,715
+1,051
585
$577K 0.01%
7,889
+1,036
586
$552K 0.01%
15,814
+2,057
587
$547K 0.01%
10,684
+1,028
588
$537K 0.01%
15,041
-29,933
589
$529K 0.01%
11,547
+1,479
590
$496K ﹤0.01%
9,078
+1,094
591
$492K ﹤0.01%
15,482
-3,116
592
$472K ﹤0.01%
4,686
-10,355
593
$423K ﹤0.01%
27,119
+3,358
594
$399K ﹤0.01%
+40,000
595
$377K ﹤0.01%
45,720
-7,078
596
$353K ﹤0.01%
8,802
+1,150
597
$338K ﹤0.01%
4,227
-8,448
598
$314K ﹤0.01%
17,504
+2,323
599
$300K ﹤0.01%
10,094
+1,229
600
$268K ﹤0.01%
24,433
-3,879
22 23
24
25 26