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
$10.6B
AUM Growth
-$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$701M
2
+$236M
3
+$147M
4
MSFT icon
Microsoft
MSFT
+$137M
5
TSLA icon
Tesla
TSLA
+$112M

Top Sells

1
+$124M
2
+$120M
3
+$105M
4
KO icon
Coca-Cola
KO
+$100M
5
UNH icon
UnitedHealth
UNH
+$88M

Sector Composition

1 Technology 17.59%
2 Consumer Staples 16.12%
3 Financials 15.96%
4 Communication Services 14.37%
5 Consumer Discretionary 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.11M 0.07%
16,533
+1,795
177
$7.1M 0.07%
41,302
+21,555
178
$7.05M 0.07%
144,745
-18,618
179
$6.98M 0.07%
167,349
-6,238
180
$6.97M 0.07%
167,324
+112,255
181
$6.96M 0.07%
268,687
-35,580
182
$6.87M 0.06%
149,105
-19,616
183
$6.84M 0.06%
84,346
-13,616
184
$6.68M 0.06%
98,960
+51,835
185
$6.62M 0.06%
46,320
-37,910
186
$6.44M 0.06%
40,401
+10,201
187
$6.32M 0.06%
71,036
-9,164
188
$6.3M 0.06%
46,078
-125,826
189
$6.18M 0.06%
64,466
+19,245
190
$6.13M 0.06%
105,489
+55,586
191
$6.08M 0.06%
307,789
-40,112
192
$6.08M 0.06%
56,188
-151,094
193
$6.04M 0.06%
111,521
+67,325
194
$5.98M 0.06%
63,268
-4,310
195
$5.88M 0.06%
24,748
-1,268
196
$5.87M 0.06%
65,871
-28,571
197
$5.86M 0.06%
27,876
+5,437
198
$5.84M 0.05%
22,149
-44,285
199
$5.84M 0.05%
19,489
+2,441
200
$5.83M 0.05%
40,414
-1,652
6 7
8
9 10