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
101
$14.5M 0.14%
99,185
+52,090
102
$14.3M 0.13%
480,041
+163,442
103
$14.2M 0.13%
299,809
-13,408
104
$13.7M 0.13%
55,623
+41,529
105
$13.5M 0.13%
69,633
-9,211
106
$13.5M 0.13%
190,965
+3,683
107
$13.3M 0.12%
122,233
-241,543
108
$12.8M 0.12%
315,786
-1,010,223
109
$12.8M 0.12%
26,893
+14,731
110
$12.7M 0.12%
134,412
-114,868
111
$12.4M 0.12%
294,675
+204,240
112
$12.3M 0.12%
170,485
-22,307
113
$12.3M 0.12%
370,806
-50,801
114
$12.2M 0.11%
492,472
+455,578
115
$11.8M 0.11%
125,711
-6,118
116
$11.7M 0.11%
212,048
+111,550
117
$11.6M 0.11%
85,079
+26,002
118
$11.6M 0.11%
63,371
+19,034
119
$11.5M 0.11%
50,956
-96,713
120
$11.4M 0.11%
148,630
-299,793
121
$11.4M 0.11%
66,827
-8,713
122
$11.3M 0.11%
354,486
+266,146
123
$11.2M 0.11%
+587,355
124
$11.2M 0.11%
263,370
+138,210
125
$10.8M 0.1%
173,743
-465,595
3 4
5
6 7