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
176
$3.87M 0.05%
11,967
-43,087
177
$3.86M 0.05%
49,340
-16,531
178
$3.85M 0.05%
25,756
-8,670
179
$3.83M 0.05%
34,555
-1,610
180
$3.79M 0.05%
9,436
-3,262
181
$3.76M 0.05%
101,070
-34,935
182
$3.75M 0.05%
+26,600
183
$3.73M 0.05%
85,159
-306,538
184
$3.73M 0.05%
+127,548
185
$3.69M 0.05%
60,709
-21,958
186
$3.68M 0.05%
100,046
-67,278
187
$3.68M 0.05%
91,878
-4,280
188
$3.67M 0.05%
95,222
-28,109
189
$3.66M 0.05%
11,979
-17,086
190
$3.65M 0.05%
18,160
-6,945
191
$3.64M 0.05%
70,024
-613
192
$3.62M 0.05%
113,318
-41,176
193
$3.6M 0.05%
47,611
-34,330
194
$3.57M 0.05%
+10,001
195
$3.57M 0.05%
38,604
-17,584
196
$3.52M 0.05%
65,382
-11,850
197
$3.5M 0.05%
21,447
-30,914
198
$3.46M 0.05%
47,968
-16,985
199
$3.44M 0.05%
36,925
-104,422
200
$3.42M 0.05%
20,941
-152,657
6 7
8
9 10