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
101
$28.4M 0.17%
61,340
+38,727
102
$28.3M 0.17%
503,057
+3,057
103
$28M 0.16%
44,401
+23,218
104
$27.3M 0.16%
71,351
-12,793
105
$26.3M 0.15%
95,463
+2,991
106
$25.6M 0.15%
369,746
+2,440
107
$25M 0.15%
330,606
+22,338
108
$24.9M 0.15%
140,648
+16,600
109
$24.7M 0.14%
165,182
-29,587
110
$24.5M 0.14%
194,480
-45,284
111
$24.4M 0.14%
180,749
+23,068
112
$23.9M 0.14%
902,242
+133,084
113
$23.8M 0.14%
138,486
+14,728
114
$23.7M 0.14%
23,111
-4,404
115
$23.6M 0.14%
113,636
+73,437
116
$23.5M 0.14%
630,895
+296,645
117
$23.4M 0.14%
127,163
-5,993
118
$23.3M 0.14%
324,413
+45,540
119
$23M 0.13%
67,032
+2,017
120
$22.9M 0.13%
156,665
+3,374
121
$22.1M 0.13%
92,397
-51,056
122
$22.1M 0.13%
89,538
+12,180
123
$22.1M 0.13%
89,264
+55,626
124
$22M 0.13%
61,174
-29,654
125
$21.8M 0.13%
95,761
+13,024
3 4
5
6 7