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
51
$27.2M 0.26%
212,690
+111,547
52
$26.9M 0.25%
175,106
-779,200
53
$26.7M 0.25%
55,636
-123,229
54
$26.2M 0.25%
342,765
+239,527
55
$25.4M 0.24%
296,578
+39,175
56
$25.1M 0.24%
174,749
-861,366
57
$24M 0.23%
315,124
-17,488
58
$23.8M 0.22%
76,097
-9,974
59
$23.6M 0.22%
84,977
+42,757
60
$23.2M 0.22%
140,545
-57,921
61
$23M 0.22%
311,861
-26,048
62
$22.7M 0.21%
181,870
+111,870
63
$22M 0.21%
561,265
+155,266
64
$21.2M 0.2%
12,147
+8,469
65
$20.9M 0.2%
144,418
-111,370
66
$20.7M 0.19%
53,670
+28,255
67
$20.5M 0.19%
391,697
-1,263,002
68
$20.5M 0.19%
299,750
-19,434
69
$20.2M 0.19%
321,619
-1,590,542
70
$20M 0.19%
144,610
-138,286
71
$19.6M 0.18%
618,000
72
$19.5M 0.18%
32,069
-1,386
73
$19.5M 0.18%
309,850
+145,207
74
$18.8M 0.18%
95,411
-5,658
75
$18.6M 0.18%
226,184
-19,395
1 2
3
4 5