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
$14.7B
AUM Growth
+$338M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$96M
2
+$67.5M
3
+$61.7M
4
ABBV icon
AbbVie
ABBV
+$60M
5
TSLA icon
Tesla
TSLA
+$53.2M

Top Sells

1
+$261M
2
+$154M
3
+$90.1M
4
KSU
Kansas City Southern
KSU
+$48M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$47.2M

Sector Composition

1 Communication Services 26.63%
2 Financials 16.49%
3 Technology 11.67%
4 Healthcare 10.64%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12M 0.08%
116,191
-84,354
177
$11.8M 0.08%
59,952
+2,165
178
$11.5M 0.08%
240,883
+70,370
179
$11.5M 0.08%
74,762
-142
180
$11.5M 0.08%
343,154
+98,062
181
$11.3M 0.08%
28,996
+20,038
182
$11M 0.07%
155,887
+131,701
183
$10.8M 0.07%
68,469
+47,400
184
$10.8M 0.07%
102,185
+1,822
185
$10.7M 0.07%
32,004
+10,345
186
$10.4M 0.07%
29,067
+7,540
187
$10.4M 0.07%
43,236
+29,929
188
$10.2M 0.07%
250,515
+15,030
189
$10.2M 0.07%
145,727
+8,013
190
$10.1M 0.07%
416,801
+128,766
191
$10.1M 0.07%
356,000
+149,052
192
$10M 0.07%
15,498
+1,663
193
$9.86M 0.07%
67,848
+58,778
194
$9.8M 0.07%
90,497
+25,923
195
$9.76M 0.07%
121,273
+46,607
196
$9.72M 0.07%
79,113
+1,449
197
$9.64M 0.07%
133,080
-6,217
198
$9.41M 0.06%
177,717
+42,686
199
$9.34M 0.06%
3,933
-349
200
$9.07M 0.06%
112,800
+77,886
6 7
8
9 10