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
151
$17.2M 0.1%
130,983
+16,172
152
$17.1M 0.1%
40,420
+5,318
153
$17.1M 0.1%
33,122
+24,798
154
$16.8M 0.1%
199,629
+24,786
155
$16.6M 0.1%
118,524
+66,919
156
$16.5M 0.1%
77,533
-17,858
157
$16.5M 0.1%
127,166
+2,882
158
$16.4M 0.1%
59,532
-13,801
159
$16.4M 0.1%
123,619
+86,042
160
$16.2M 0.09%
202,349
+28,273
161
$16.1M 0.09%
752,091
-2,200,537
162
$16M 0.09%
262,100
+34,585
163
$15.7M 0.09%
297,842
+34,045
164
$15.5M 0.09%
386,314
+146,434
165
$15.4M 0.09%
104,082
-23,434
166
$15.3M 0.09%
178,949
-39,892
167
$15.2M 0.09%
472,981
+81,302
168
$15M 0.09%
125,745
+94,054
169
$14.9M 0.09%
127,347
+94,980
170
$14.8M 0.09%
49,315
+6,282
171
$14.7M 0.09%
192,737
+24,785
172
$14.6M 0.09%
115,449
+16,181
173
$14.4M 0.08%
228,789
+161,195
174
$14.3M 0.08%
41,911
+5,480
175
$14.2M 0.08%
172,816
+24,443
5 6
7
8 9