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
$15.1B
AUM Growth
+$2.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,919
New
Increased
Reduced
Closed

Top Buys

1
+$199M
2
+$177M
3
+$173M
4
META icon
Meta Platforms (Facebook)
META
+$145M
5
LIN icon
Linde
LIN
+$74.3M

Top Sells

1
+$155M
2
+$152M
3
+$101M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$88.5M
5
NVDA icon
NVIDIA
NVDA
+$63.5M

Sector Composition

1 Technology 37.01%
2 Financials 11.77%
3 Consumer Discretionary 11.12%
4 Communication Services 10.47%
5 Healthcare 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPGI icon
51
S&P Global
SPGI
$144B
$44.6M 0.28%
84,500
+46,391
INTU icon
52
Intuit
INTU
$180B
$43.4M 0.27%
55,047
+21,284
T icon
53
AT&T
T
$187B
$42.5M 0.27%
1,469,336
+31,158
CMCSA icon
54
Comcast
CMCSA
$108B
$42.5M 0.27%
1,190,691
+293,157
AMGN icon
55
Amgen
AMGN
$159B
$41.6M 0.26%
148,976
+40,864
ABBV icon
56
AbbVie
ABBV
$401B
$41.3M 0.26%
222,390
+9,373
VZ icon
57
Verizon
VZ
$170B
$40.7M 0.26%
939,512
+29,384
FCX icon
58
Freeport-McMoran
FCX
$59.9B
$40.4M 0.25%
932,364
+362,908
BAC icon
59
Bank of America
BAC
$370B
$40.3M 0.25%
852,555
+43,486
ETSY icon
60
Etsy
ETSY
$7.08B
$40.1M 0.25%
800,000
+600,000
AMT icon
61
American Tower
AMT
$89.7B
$39.8M 0.25%
180,112
-3,631
CAT icon
62
Caterpillar
CAT
$253B
$39.8M 0.25%
102,512
+1,342
HON icon
63
Honeywell
HON
$129B
$39.6M 0.25%
169,904
-433,830
ANET icon
64
Arista Networks
ANET
$184B
$39M 0.24%
381,346
+255,025
ICE icon
65
Intercontinental Exchange
ICE
$87.8B
$38.5M 0.24%
209,823
+27,236
ISRG icon
66
Intuitive Surgical
ISRG
$156B
$38.4M 0.24%
70,636
+27,638
KO icon
67
Coca-Cola
KO
$291B
$38.2M 0.24%
539,401
-316,790
TXN icon
68
Texas Instruments
TXN
$160B
$37.2M 0.23%
179,084
+69,194
WELL icon
69
Welltower
WELL
$115B
$36.9M 0.23%
240,152
-19
AEP icon
70
American Electric Power
AEP
$62.9B
$36.9M 0.23%
355,254
+15,968
AXP icon
71
American Express
AXP
$225B
$36M 0.23%
112,967
+2,334
PEP icon
72
PepsiCo
PEP
$209B
$35.9M 0.23%
271,861
-12,554
PM icon
73
Philip Morris
PM
$243B
$35.7M 0.22%
195,867
-126,545
CVX icon
74
Chevron
CVX
$306B
$35.6M 0.22%
248,857
+2,330
GE icon
75
GE Aerospace
GE
$318B
$34.5M 0.22%
134,201
+4,330
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3
4 5