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
151
$5.22M 0.07%
93,171
-228,448
152
$5.11M 0.07%
29,001
-11,400
153
$4.97M 0.07%
169,371
-391,894
154
$4.9M 0.07%
39,969
+31,776
155
$4.86M 0.07%
51,540
-82,872
156
$4.83M 0.07%
262,588
-45,201
157
$4.82M 0.07%
303,531
-52,501
158
$4.69M 0.07%
50,086
-63,991
159
$4.68M 0.07%
121,439
-45,910
160
$4.62M 0.06%
104,463
+3,709
161
$4.54M 0.06%
60,518
-10,518
162
$4.5M 0.06%
71,627
-2,397
163
$4.5M 0.06%
17,862
-6,886
164
$4.44M 0.06%
42,271
-8,912
165
$4.33M 0.06%
86,388
-125,660
166
$4.25M 0.06%
+35,750
167
$4.21M 0.06%
20,000
+12,029
168
$4.12M 0.06%
23,374
-4,502
169
$4.1M 0.06%
45,112
-18,156
170
$4.06M 0.06%
123,801
-2,716
171
$3.98M 0.06%
+165,000
172
$3.94M 0.05%
30,173
-10,241
173
$3.93M 0.05%
107,260
-156,110
174
$3.89M 0.05%
28,616
-11,439
175
$3.88M 0.05%
57,585
-20,300
5 6
7
8 9