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
51
$51.9M 0.35%
71,303
+954
52
$51.5M 0.35%
966,587
-244,379
53
$51.3M 0.35%
942,728
-283,515
54
$50.7M 0.34%
88,772
+39,483
55
$49.5M 0.34%
2,390,260
-1,722,900
56
$49.4M 0.34%
2,419,250
+65,644
57
$48.7M 0.33%
221,306
-526
58
$48.3M 0.33%
378,291
+70,700
59
$47.6M 0.32%
82,745
-33,152
60
$47.3M 0.32%
400,021
+276,653
61
$47.3M 0.32%
272,615
+77,571
62
$46.1M 0.31%
574,364
-7,607
63
$45.7M 0.31%
327,086
-26,564
64
$43.6M 0.3%
161,717
+111,998
65
$42.4M 0.29%
221,108
-590
66
$42.3M 0.29%
+542,905
67
$41.4M 0.28%
179,151
+98,737
68
$39.7M 0.27%
513,365
+66,734
69
$39.1M 0.27%
266,547
-1,252
70
$39M 0.27%
49,349
+13,342
71
$39M 0.26%
2,328,857
-25,340
72
$38.9M 0.26%
256,157
+8,429
73
$37.7M 0.26%
1,270,926
-18,256
74
$37.5M 0.26%
385,609
+6,452
75
$37.1M 0.25%
+169,600
1 2
3
4 5