CWM
CIBC World Markets Portfolio holdings
AUM
$15.1B
1-Year Est. Return
22.72%
1 Year Est. Return
+22.72%
AUM
$15.1B
AUM Growth
+$2.46B
(+20%)
Holding
1,919
Top Buys
| 1 | +$199M | |
| 2 | +$177M | |
| 3 | +$173M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$145M |
| 5 |
Linde
LIN
|
+$74.3M |
Top Sells
| 1 | +$155M | |
| 2 | +$152M | |
| 3 | +$101M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$88.5M |
| 5 |
NVIDIA
NVDA
|
+$63.5M |
Sector Composition
| 1 | Technology | 37.01% |
| 2 | Financials | 11.77% |
| 3 | Consumer Discretionary | 11.12% |
| 4 | Communication Services | 10.47% |
| 5 | Healthcare | 6.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Autodesk
ADSK
$55.7B
| $13M | 0.08% |
42,118
+16,184
|
|
||
177
Southern Company
SO
$97.8B
| $12.7M | 0.08% |
138,210
+6,049
|
|
||
178
CME Group
CME
$99B
| $12.5M | 0.08% |
45,347
+1,881
|
|
||
179
Altria Group
MO
$103B
| $12.4M | 0.08% |
212,051
-275,238
|
|
||
180
Trane Technologies
TT
$86.4B
| $12.3M | 0.08% |
28,115
+1,028
|
|
||
181
Axon Enterprise
AXON
$50.6B
| $12.3M | 0.08% |
14,814
+6,076
|
|
||
182
Lockheed Martin
LMT
$133B
| $12.2M | 0.08% |
26,349
+905
|
|
||
183
Ross Stores
ROST
$62.9B
| $12.1M | 0.08% |
94,945
+21,600
|
|
||
184
CSX Corp
CSX
$67.7B
| $12.1M | 0.08% |
370,865
+138,258
|
|
||
|
FISV
185
Fiserv Inc
FISV
$36.1B
| $12.1M | 0.08% |
69,939
+1,316
|
|
||
186
Roper Technologies
ROP
$44.6B
| $12M | 0.08% |
21,189
+8,257
|
|
||
187
Allison Transmission
ALSN
$9.32B
| $11.9M | 0.07% |
+125,000
|
|
||
188
Iron Mountain
IRM
$27.6B
| $11.9M | 0.07% |
115,626
-1,851
|
|
||
189
Dana Inc
DAN
$3.27B
| $11.9M | 0.07% |
691,322
-12,654
|
|
||
190
Bristol-Myers Squibb
BMY
$115B
| $11.9M | 0.07% |
256,079
+11,355
|
|
||
191
International Flavors & Fragrances
IFF
$18.1B
| $11.8M | 0.07% |
160,055
+129,215
|
|
||
192
Dow Inc
DOW
$20B
| $11.7M | 0.07% |
442,173
+357,446
|
|
||
193
McKesson
MCK
$104B
| $11.5M | 0.07% |
15,756
+565
|
|
||
194
Duke Energy
DUK
$92.6B
| $11.5M | 0.07% |
97,803
+4,362
|
|
||
195
Strategy Inc
MSTR
$50.6B
| $11.5M | 0.07% |
28,389
+18,067
|
|
||
196
AvalonBay Communities
AVB
$25.6B
| $11.3M | 0.07% |
55,759
-1,072
|
|
||
197
Parker-Hannifin
PH
$119B
| $11.3M | 0.07% |
16,119
+589
|
|
||
|
INFA
198
DELISTED
Informatica
INFA
| $11.2M | 0.07% |
+460,000
|
|
||
199
Cigna
CI
$73.5B
| $11.2M | 0.07% |
33,780
+556
|
|
||
200
Ventas
VTR
$36.5B
| $11.1M | 0.07% |
176,376
+2,332
|
|