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
201
$3.4M 0.05%
108,697
+565
202
$3.31M 0.05%
53,364
-20,690
203
$3.3M 0.05%
115,126
+99,644
204
$3.28M 0.05%
9,756
-3,496
205
$3.27M 0.05%
162,706
-47,725
206
$3.25M 0.05%
155,839
+90,887
207
$3.21M 0.04%
+256,429
208
$3.17M 0.04%
6,721
-48,915
209
$3.17M 0.04%
55,974
-21,897
210
$3.17M 0.04%
32,077
-11,698
211
$3.14M 0.04%
238,164
-85,911
212
$3.12M 0.04%
93,162
-67,060
213
$3.03M 0.04%
20,565
-29,298
214
$3.03M 0.04%
176,478
+9,350
215
$3.02M 0.04%
5,945
-21,383
216
$2.99M 0.04%
8,302
-5,907
217
$2.97M 0.04%
19,681
-1,244
218
$2.94M 0.04%
35,699
-1,555
219
$2.94M 0.04%
34,413
-12,510
220
$2.94M 0.04%
10,607
-7,508
221
$2.93M 0.04%
13,069
-9,375
222
$2.91M 0.04%
245,315
-11,711
223
$2.89M 0.04%
72,540
-2,814
224
$2.88M 0.04%
+34,000
225
$2.83M 0.04%
95,884
-4,870
7 8
9
10 11