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
$7.19B
AUM Growth
-$3.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$22.8M
3
+$22.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$19.4M
5
GILD icon
Gilead Sciences
GILD
+$14.6M

Top Sells

1
+$260M
2
+$219M
3
+$152M
4
PM icon
Philip Morris
PM
+$91.5M
5
TSLA icon
Tesla
TSLA
+$69.3M

Sector Composition

1 Financials 18.88%
2 Consumer Staples 16.87%
3 Communication Services 15.69%
4 Technology 14.42%
5 Consumer Discretionary 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16M 0.22%
618,000
52
$15.3M 0.21%
262,122
-37,628
53
$15.2M 0.21%
44,581
-7,967
54
$14.6M 0.2%
101,797
-38,748
55
$14M 0.2%
316,230
-459,020
56
$13.7M 0.19%
183,138
-34,346
57
$13.7M 0.19%
24,898
-7,171
58
$13.6M 0.19%
799,000
-1,000
59
$13.3M 0.18%
213,369
-72,168
60
$13.1M 0.18%
194,556
-117,305
61
$13M 0.18%
45,803
-7,929
62
$12.7M 0.18%
49,535
-35,442
63
$12.7M 0.18%
196,738
-29,446
64
$12.5M 0.17%
68,969
-26,442
65
$12.5M 0.17%
84,445
-27,981
66
$12.5M 0.17%
139,066
-24,404
67
$12.3M 0.17%
82,408
-30,614
68
$12.2M 0.17%
409,017
-71,024
69
$12.1M 0.17%
121,983
-19,811
70
$11.9M 0.17%
7,230
-4,917
71
$11.7M 0.16%
168,140
-1,558
72
$11.2M 0.16%
94,616
-33,316
73
$11.2M 0.16%
96,593
-35,110
74
$11.1M 0.15%
71,552
-103,554
75
$10.9M 0.15%
59,331
-10,302
1 2
3
4 5