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
76
$36.6M 0.25%
95,150
+90,799
77
$33.6M 0.23%
475,453
-5,335
78
$33.5M 0.23%
251,850
-84,400
79
$32.8M 0.22%
468,007
-5,711
80
$32.7M 0.22%
94,109
-85,800
81
$32.3M 0.22%
209,960
+7,153
82
$31.9M 0.22%
100,000
83
$31.7M 0.22%
37,795
+1,662
84
$31.3M 0.21%
94,557
+66,042
85
$30.7M 0.21%
2,247,644
-1,104,779
86
$29.9M 0.2%
495,283
-21,622
87
$29.7M 0.2%
501,401
+346,295
88
$29.1M 0.2%
1,404,829
89
$28.9M 0.2%
396,593
+14,537
90
$28.8M 0.2%
97,042
+27,837
91
$28.7M 0.2%
182,723
+179,794
92
$28.1M 0.19%
122,889
-154,261
93
$27.2M 0.19%
188,079
+186,303
94
$27.2M 0.18%
209,180
+59,769
95
$27.1M 0.18%
63,667
+2,303
96
$26.7M 0.18%
187,853
-599
97
$26M 0.18%
179,885
+51,847
98
$25.3M 0.17%
297,751
+206,339
99
$23.4M 0.16%
334,634
+233,964
100
$23.1M 0.16%
+458,600
2 3
4
5 6