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
76
$18.4M 0.17%
141,794
-18,309
77
$18.1M 0.17%
74,325
-196,262
78
$18.1M 0.17%
127,932
-65,184
79
$17.9M 0.17%
55,054
-108,286
80
$17.5M 0.16%
113,022
-5,450
81
$17.5M 0.16%
728,655
82
$17.2M 0.16%
53,732
-7,638
83
$17.1M 0.16%
52,548
-20,665
84
$16.7M 0.16%
79,331
+41,627
85
$16.6M 0.16%
80,934
-3,395
86
$16.3M 0.15%
217,484
+5,056
87
$16.1M 0.15%
92,713
-107,419
88
$15.9M 0.15%
285,537
+213,010
89
$15.9M 0.15%
112,426
-11,700
90
$15.5M 0.15%
163,470
-21,933
91
$15.4M 0.14%
219,910
-67,652
92
$15.3M 0.14%
131,703
-5,412
93
$15.2M 0.14%
127,951
+66,159
94
$15.2M 0.14%
166,999
+87,441
95
$15.2M 0.14%
141,347
+94,583
96
$14.9M 0.14%
111,000
+39,138
97
$14.8M 0.14%
27,328
-73,734
98
$14.8M 0.14%
+800,000
99
$14.8M 0.14%
211,196
+115,395
100
$14.7M 0.14%
93,130
-5,423
2 3
4
5 6