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
126
$6.34M 0.09%
26,061
-10,084
127
$6.03M 0.08%
49,951
-17,719
128
$5.97M 0.08%
15,819
-11,074
129
$5.96M 0.08%
125,575
-52,812
130
$5.95M 0.08%
34,735
-12,568
131
$5.93M 0.08%
86,682
+2,336
132
$5.84M 0.08%
63,384
-25,124
133
$5.69M 0.08%
34,100
-58,613
134
$5.67M 0.08%
40,706
-58,479
135
$5.61M 0.08%
13,295
-4,972
136
$5.58M 0.08%
68,126
-98,873
137
$5.56M 0.08%
44,636
-17,285
138
$5.55M 0.08%
45,828
-250
139
$5.52M 0.08%
63,238
-233,340
140
$5.51M 0.08%
51,818
-17,513
141
$5.43M 0.08%
123,407
-21,338
142
$5.41M 0.08%
129,694
-19,411
143
$5.4M 0.08%
45,209
-7,826
144
$5.37M 0.07%
63,726
-41,289
145
$5.34M 0.07%
94,962
-38,488
146
$5.33M 0.07%
39,306
-236,170
147
$5.27M 0.07%
61,433
-23,010
148
$5.25M 0.07%
229,131
-39,556
149
$5.23M 0.07%
31,888
-12,601
150
$5.23M 0.07%
38,441
-28,812
4 5
6
7 8