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
101
$8.52M 0.12%
265,528
-88,958
102
$8.33M 0.12%
92,224
-33,487
103
$8.32M 0.12%
246,333
-15,047
104
$8.17M 0.11%
174,150
-120,525
105
$8.05M 0.11%
719,229
-240,861
106
$8.03M 0.11%
+146,000
107
$7.89M 0.11%
137,448
+38,488
108
$7.88M 0.11%
163,514
-28,064
109
$7.79M 0.11%
90,564
-129,346
110
$7.6M 0.11%
3,549
-1,277
111
$7.6M 0.11%
49,006
-8,522
112
$7.6M 0.11%
252,800
-87,100
113
$7.59M 0.11%
60,136
-114,613
114
$7.37M 0.1%
538,934
-48,421
115
$7.36M 0.1%
32,539
-46,792
116
$7.36M 0.1%
51,203
-93,215
117
$7.26M 0.1%
118,954
-92,242
118
$7.21M 0.1%
31,995
-42,330
119
$7.06M 0.1%
128,736
-45,007
120
$7.04M 0.1%
50,239
-34,840
121
$6.83M 0.09%
50,458
-1,673
122
$6.82M 0.09%
169,684
-29,368
123
$6.76M 0.09%
+50,336
124
$6.72M 0.09%
110,643
-199,207
125
$6.7M 0.09%
27,646
-4,855
3 4
5
6 7