CIBC WORLD MARKETS CORP
Institutional investor · Portfolio as of Q1 2023
Top Holdings652 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.9M | $533.6M | 8.7% | $217.13 | +28.08% | 18 qtrssince 2018-Q4 | Decreased 0 |
ISHARES US REAL ESTATE ETF | 4.5M | $386.2M | 6.3% | $91.03 | -15.19% | 8 qtrssince 2021-Q2 | Decreased 0 |
APPLE INC | 1.8M | $303.9M | 5.0% | $137.98 | +17.59% | 18 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 2.1M | $215.2M | 3.5% | $95.10 | +7.26% | 18 qtrssince 2018-Q4 | Decreased 0 |
ALKERMES PLC | 5.1M | $143.1M | 2.3% | $26.13 | +6.47% | 2 qtrssince 2022-Q4 | Unchanged 0 |
TESLA INC | 529,411 | $109.8M | 1.8% | $177.08 | +10.28% | 15 qtrssince 2019-Q3 | Decreased 0 |
MCDONALDS CORP | 371,088 | $103.8M | 1.7% | $184.44 | +41.32% | 18 qtrssince 2018-Q4 | Increased 50 |
BOK FINANCIAL CORPORATION | 1.2M | $99.6M | 1.6% | $72.25 | +8.76% | 18 qtrssince 2018-Q4 | Increased 53 |
NEXTERA ENERGY INC | 1.2M | $89.4M | 1.5% | — | — | — | — |
JPMORGAN CHASE & CO | 673,595 | $87.8M | 1.4% | $113.01 | +6.12% | 18 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 262,257 | $81M | 1.3% | $277.29 | +10.02% | 18 qtrssince 2018-Q4 | Decreased 0 |
AON PLC | 256,482 | $80.9M | 1.3% | $306.76 | 0.00% | 1 qtr | New 68 |
CITIGROUP INC | 1.6M | $76.2M | 1.2% | $46.37 | -9.80% | 18 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 704,607 | $73.1M | 1.2% | $93.09 | +7.56% | 18 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 323,869 | $68.6M | 1.1% | $135.47 | +52.36% | 18 qtrssince 2018-Q4 | Decreased 0 |
WASTE MANAGEMENT INC | 396,980 | $64.8M | 1.1% | $150.36 | +3.01% | 5 qtrssince 2022-Q1 | Increased 47 |
NVIDIA CORP | 224,265 | $62.3M | 1.0% | $17.57 | +55.71% | 18 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 393,562 | $58.5M | 1.0% | $137.29 | -1.16% | 18 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 191,705 | $56.6M | 0.9% | $268.30 | -0.74% | 18 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 502,285 | $52.2M | 0.9% | $95.61 | +5.19% | 18 qtrssince 2018-Q4 | Decreased 0 |
CIBC WORLD MARKETS CORP manages $6.1B across 652 positions as of Q1 2023. Top holdings: MSFT (8.7%), IYR (6.3%), AAPL (5.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.
Active quarter - 61 new positions, 79 exits, 74 increased. Top move: AON (NEW, conviction 68). Portfolio: $6.1B across 652 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer