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
$17B
AUM Growth
+$3.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,332
New
Increased
Reduced
Closed

Top Buys

1
+$590M
2
+$230M
3
+$208M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$166M
5
MA icon
Mastercard
MA
+$142M

Top Sells

1
+$89.8M
2
+$54.3M
3
+$47M
4
TSLA icon
Tesla
TSLA
+$36.8M
5
DHR icon
Danaher
DHR
+$26.5M

Sector Composition

1 Technology 29.41%
2 Financials 12.22%
3 Communication Services 10.03%
4 Consumer Discretionary 8.77%
5 Healthcare 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$830K ﹤0.01%
+10,458
627
$829K ﹤0.01%
+32,561
628
$826K ﹤0.01%
9,185
-2,744
629
$825K ﹤0.01%
14,750
+4,620
630
$821K ﹤0.01%
2,881
-838
631
$815K ﹤0.01%
8,793
-2,523
632
$799K ﹤0.01%
23,915
+7,113
633
$792K ﹤0.01%
27,313
-7,612
634
$788K ﹤0.01%
+15,980
635
$786K ﹤0.01%
+18,816
636
$783K ﹤0.01%
10,200
+139
637
$783K ﹤0.01%
24,635
+7,014
638
$772K ﹤0.01%
2,093
-681
639
$770K ﹤0.01%
+8,030
640
$768K ﹤0.01%
+4,022
641
$757K ﹤0.01%
9,995
-2,976
642
$756K ﹤0.01%
+4,453
643
$752K ﹤0.01%
5,846
-1,697
644
$750K ﹤0.01%
+3,412
645
$749K ﹤0.01%
2,772
-816
646
$746K ﹤0.01%
6,904
-2,572
647
$746K ﹤0.01%
1,574
-451
648
$736K ﹤0.01%
19,775
-5,641
649
$733K ﹤0.01%
13,481
-3,028
650
$719K ﹤0.01%
32,569
-14,001
24 25
26
27 28