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
126
$16.9M 0.11%
88,258
+25,898
127
$16.9M 0.11%
27,859
+19,456
128
$16.8M 0.11%
324,615
+11,220
129
$16.5M 0.11%
194,208
+69,951
130
$16.2M 0.11%
57,418
+27,002
131
$16.1M 0.11%
255,800
+80,501
132
$16M 0.11%
64,100
133
$15.9M 0.11%
66,422
+45,725
134
$15.9M 0.11%
40,371
+28,324
135
$15.9M 0.11%
140,649
+97,487
136
$15.7M 0.11%
123,612
+6,617
137
$15.6M 0.11%
121,354
-30,071
138
$15.5M 0.11%
48,578
-49,451
139
$15.2M 0.1%
380,031
+164,747
140
$15.2M 0.1%
42,795
+1,786
141
$15M 0.1%
165,058
+10,958
142
$14.9M 0.1%
71,590
+62,765
143
$14.9M 0.1%
376,018
-16,188
144
$14.6M 0.1%
760,026
+735,135
145
$14.3M 0.1%
85,176
+24,379
146
$14.2M 0.1%
271,651
+56,356
147
$14.1M 0.1%
26,175
-18,928
148
$14.1M 0.1%
53,453
+2,425
149
$14.1M 0.1%
161,699
-190,196
150
$14M 0.1%
69,254
-7,594
4 5
6
7 8