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
$17B
AUM Growth
+$3.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,332
New
Increased
Reduced
Closed

Top Buys

1
+$590M
2
+$230M
3
+$208M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$166M
5
MA icon
Mastercard
MA
+$142M

Top Sells

1
+$89.8M
2
+$54.3M
3
+$47M
4
TSLA icon
Tesla
TSLA
+$36.8M
5
DHR icon
Danaher
DHR
+$26.5M

Sector Composition

1 Technology 29.41%
2 Financials 12.22%
3 Communication Services 10.03%
4 Consumer Discretionary 8.77%
5 Healthcare 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$227K ﹤0.01%
+2,553
1052
$226K ﹤0.01%
+2,967
1053
$225K ﹤0.01%
+2,103
1054
$225K ﹤0.01%
+19,036
1055
$225K ﹤0.01%
+14,751
1056
$225K ﹤0.01%
+2,747
1057
$224K ﹤0.01%
+4,129
1058
$224K ﹤0.01%
+1,705
1059
$224K ﹤0.01%
+6,578
1060
$224K ﹤0.01%
+4,443
1061
$223K ﹤0.01%
+8,967
1062
$223K ﹤0.01%
+1,212
1063
$223K ﹤0.01%
+12,191
1064
$223K ﹤0.01%
+1,497
1065
$223K ﹤0.01%
+6,889
1066
$222K ﹤0.01%
+11,783
1067
$222K ﹤0.01%
+15,210
1068
$222K ﹤0.01%
+1,809
1069
$222K ﹤0.01%
+10,197
1070
$221K ﹤0.01%
+23,735
1071
$221K ﹤0.01%
+1,427
1072
$221K ﹤0.01%
+6,145
1073
$221K ﹤0.01%
+5,441
1074
$219K ﹤0.01%
+8,215
1075
$219K ﹤0.01%
+7,254
41 42
43
44 45