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
101
$23.1M 0.16%
69,738
+20,014
102
$22.4M 0.15%
+286,855
103
$22.2M 0.15%
268,984
+79,095
104
$22M 0.15%
112,274
-9,326
105
$21.8M 0.15%
340,084
-22,972
106
$21.3M 0.14%
106,245
+70,702
107
$21.2M 0.14%
356,427
+11,114
108
$20.8M 0.14%
213,714
+61,102
109
$20.7M 0.14%
352,635
+10,064
110
$20.5M 0.14%
55,014
+38,014
111
$20.3M 0.14%
133,840
+4,303
112
$20.1M 0.14%
115,906
+1,357
113
$20M 0.14%
75,728
+52,970
114
$19.9M 0.14%
132,394
+21,494
115
$19.7M 0.13%
229,146
+76,966
116
$19.7M 0.13%
88,874
+25,400
117
$19.5M 0.13%
151,141
-35,041
118
$19.1M 0.13%
117,854
+2,846
119
$19.1M 0.13%
392,990
-280,930
120
$19M 0.13%
42,347
+6,858
121
$18.3M 0.12%
94,876
+3,404
122
$18.1M 0.12%
293,600
+57,375
123
$17.6M 0.12%
216,909
+60,462
124
$17.1M 0.12%
148,773
+5,420
125
$17M 0.12%
477,278
+136,592
3 4
5
6 7