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
676
$624K ﹤0.01%
4,569
-1,295
677
$618K ﹤0.01%
+5,843
678
$616K ﹤0.01%
+4,084
679
$613K ﹤0.01%
+4,213
680
$611K ﹤0.01%
+7,018
681
$599K ﹤0.01%
2,618
-757
682
$597K ﹤0.01%
+11,342
683
$589K ﹤0.01%
+5,802
684
$587K ﹤0.01%
+17,049
685
$586K ﹤0.01%
+9,576
686
$583K ﹤0.01%
+2,750
687
$579K ﹤0.01%
7,350
-2,029
688
$576K ﹤0.01%
+6,444
689
$573K ﹤0.01%
+11,333
690
$573K ﹤0.01%
+28,869
691
$573K ﹤0.01%
+5,488
692
$567K ﹤0.01%
+5,905
693
$566K ﹤0.01%
8,615
-2,450
694
$566K ﹤0.01%
+89,852
695
$560K ﹤0.01%
+4,834
696
$559K ﹤0.01%
+4,395
697
$558K ﹤0.01%
+11,674
698
$555K ﹤0.01%
+5,083
699
$554K ﹤0.01%
+5,506
700
$553K ﹤0.01%
+1,567
26 27
28
29 30