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
126
$21.5M 0.13%
149,665
+119,384
127
$21.5M 0.13%
177,951
+24,561
128
$21.5M 0.13%
73,361
+9,019
129
$21.4M 0.13%
117,669
+15,553
130
$21.2M 0.12%
372,634
+118,399
131
$21.2M 0.12%
70,708
+7,648
132
$21M 0.12%
392,563
+44,240
133
$20.7M 0.12%
62,464
+8,297
134
$20.3M 0.12%
204,596
+46,837
135
$19.7M 0.12%
1,866,446
+39,592
136
$19.6M 0.11%
113,800
-25,355
137
$19.4M 0.11%
360,766
+292,268
138
$19.4M 0.11%
506,642
+275,352
139
$19M 0.11%
89,341
+11,150
140
$18.7M 0.11%
123,824
+71,203
141
$18.7M 0.11%
46,339
+5,665
142
$18.6M 0.11%
203,925
+25,304
143
$18.5M 0.11%
90,041
-22,017
144
$18.4M 0.11%
71,582
+53,631
145
$18.2M 0.11%
164,555
+22,595
146
$18.1M 0.11%
250,917
+45,137
147
$18.1M 0.11%
319,945
+44,772
148
$17.8M 0.1%
240,659
-49,703
149
$17.8M 0.1%
135,199
+14,342
150
$17.3M 0.1%
226,469
+169,771
4 5
6
7 8