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
201
$8.98M 0.06%
46,577
+1,748
202
$8.96M 0.06%
244,313
-10,456
203
$8.9M 0.06%
164,970
+11,499
204
$8.65M 0.06%
32,835
+22,731
205
$8.63M 0.06%
51,507
-9,369
206
$8.61M 0.06%
58,387
+20,709
207
$8.54M 0.06%
29,111
-7,008
208
$8.43M 0.06%
237,414
+196,055
209
$8.4M 0.06%
134,218
+91,693
210
$8.4M 0.06%
4,946
-292
211
$8.36M 0.06%
39,392
-7,004
212
$8.33M 0.06%
37,816
+23,584
213
$8.2M 0.06%
131,559
+91,099
214
$8.12M 0.06%
54,619
+2,428
215
$8.11M 0.06%
390,825
+193,749
216
$8.1M 0.06%
40,528
-29,707
217
$8.06M 0.05%
85,094
+72,527
218
$8.01M 0.05%
184,408
+53,044
219
$7.94M 0.05%
89,183
+65,032
220
$7.92M 0.05%
34,090
-164,664
221
$7.92M 0.05%
70,553
+56,063
222
$7.89M 0.05%
57,034
+16,634
223
$7.85M 0.05%
181,986
+76,354
224
$7.81M 0.05%
109,236
+39,205
225
$7.79M 0.05%
133,898
-176,855
7 8
9
10 11