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
201
$5.82M 0.05%
51,183
-2,594
202
$5.65M 0.05%
32,855
-64,481
203
$5.61M 0.05%
14,209
+7,797
204
$5.58M 0.05%
356,032
-46,816
205
$5.58M 0.05%
123,063
+35,140
206
$5.45M 0.05%
+163,300
207
$5.29M 0.05%
74,175
+9,734
208
$5.27M 0.05%
136,005
+101,405
209
$5.24M 0.05%
40,055
+1,858
210
$5.23M 0.05%
13,252
-537
211
$5.22M 0.05%
74,024
-12,883
212
$5.19M 0.05%
154,494
-5,939
213
$5.17M 0.05%
111,560
-243,346
214
$5.16M 0.05%
160,222
+87,390
215
$5.16M 0.05%
77,885
+58,279
216
$5.15M 0.05%
+276,300
217
$5.1M 0.05%
82,667
-3,210
218
$4.96M 0.05%
+25,105
219
$4.91M 0.05%
19,900
-40,151
220
$4.89M 0.05%
12,698
+9,405
221
$4.89M 0.05%
123,331
-224,719
222
$4.89M 0.05%
43,223
+23,426
223
$4.88M 0.05%
10,201
+1,286
224
$4.84M 0.05%
74,054
-4,521
225
$4.84M 0.05%
68,370
+19,870
7 8
9
10 11