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
126
$10.7M 0.1%
73,991
-8,128
127
$10.7M 0.1%
960,090
+720,939
128
$10.5M 0.1%
191,578
-23,283
129
$10.5M 0.1%
67,253
+47,058
130
$10.5M 0.1%
499,770
-75,072
131
$10.4M 0.1%
4,826
+3,574
132
$10.4M 0.1%
61,289
-133,888
133
$10.3M 0.1%
169,698
-29,105
134
$10.2M 0.1%
199,052
-26,152
135
$10.1M 0.1%
114,077
+59,073
136
$10.1M 0.09%
35,134
+3,971
137
$10M 0.09%
57,528
-7,544
138
$9.98M 0.09%
103,822
+13,094
139
$9.93M 0.09%
110,653
-421,248
140
$9.83M 0.09%
36,145
-1,800
141
$9.75M 0.09%
557,790
-160,710
142
$9.73M 0.09%
157,475
-136,874
143
$9.3M 0.09%
261,380
-39,023
144
$9.22M 0.09%
88,508
-12,468
145
$9.12M 0.09%
178,387
-16,426
146
$9.05M 0.09%
32,111
-27,629
147
$9.04M 0.09%
45,062
-38,892
148
$8.89M 0.08%
339,900
+254,100
149
$8.83M 0.08%
29,065
+15,309
150
$8.6M 0.08%
+250,000
4 5
6
7 8