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
1
$1.45B 13.6%
14,659,699
+7,096,927
2
$1.16B 10.94%
10,640,660
+7,780
3
$573M 5.38%
2,230,489
+533,088
4
$556M 5.23%
6,047,673
-948,800
5
$480M 4.51%
3,512,841
-149,005
6
$385M 3.62%
3,623,007
+2,225,287
7
$384M 3.61%
8,359,832
+3,189,680
8
$179M 1.68%
1,585,421
-265,376
9
$158M 1.49%
704,721
+497,940
10
$157M 1.48%
326,230
-33,101
11
$150M 1.41%
1,379,840
+435,240
12
$111M 1.05%
407,392
-22,309
13
$105M 0.99%
1,032,224
-59,357
14
$104M 0.97%
485,892
-118,328
15
$103M 0.97%
6,793,260
+3,659,420
16
$97.5M 0.92%
309,113
+17,734
17
$87.9M 0.83%
355,904
-105,208
18
$82.7M 0.78%
161,048
-171,295
19
$81M 0.76%
1,045,942
+17,848
20
$79.2M 0.74%
1,047,338
21
$77.1M 0.72%
228,744
-4,949
22
$74.8M 0.7%
277,325
-2,580
23
$69.6M 0.65%
253,662
+51,593
24
$67.5M 0.63%
573,997
-48,796
25
$66M 0.62%
863,356
-38,767
1
2 3 4 5