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
76
$10.7M 0.15%
266,334
-338,116
77
$10.7M 0.15%
167,826
-23,139
78
$10.5M 0.15%
59,357
-21,577
79
$10.4M 0.14%
63,772
-127,180
80
$10.1M 0.14%
142,399
-6,231
81
$10.1M 0.14%
67,728
-25,402
82
$10.1M 0.14%
36,649
-53,073
83
$9.94M 0.14%
87,943
-124,747
84
$9.91M 0.14%
41,338
-14,285
85
$9.9M 0.14%
53,015
+11,713
86
$9.89M 0.14%
+138,496
87
$9.84M 0.14%
45,421
+29,712
88
$9.82M 0.14%
56,839
-9,988
89
$9.79M 0.14%
+59,000
90
$9.67M 0.13%
143,807
-26,678
91
$9.66M 0.13%
63,068
+1,779
92
$9.54M 0.13%
219,041
-80,768
93
$9.31M 0.13%
119,000
-8,900
94
$9.18M 0.13%
322,135
+312,041
95
$9.05M 0.13%
123,000
+108,980
96
$8.98M 0.12%
314,445
-56,361
97
$8.9M 0.12%
345,419
-438,321
98
$8.83M 0.12%
63,009
-10,982
99
$8.81M 0.12%
102,317
-608,873
100
$8.56M 0.12%
22,089
-31,581
2 3
4
5 6