CIBC WORLD MARKETS CORP
Institutional investor · Portfolio as of Q1 2024
Top Holdings794 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 3.7M | $1.9B | 12.6% | $461.80 | +10.88% | 7 qtrssince 2022-Q3 | Decreased 0 |
MICROSOFT CORP | 2.1M | $903.3M | 5.9% | $292.45 | +42.01% | 22 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 900,619 | $813.8M | 5.3% | $38.14 | +136.80% | 22 qtrssince 2018-Q4 | Decreased 0 |
FINANCIAL SELECT SECTOR SPDR | 11.5M | $484.4M | 3.2% | $38.70 | +48.78% | 3 qtrssince 2023-Q3 | Increased 93 |
META PLATFORMS INC-CLASS A | 982,526 | $477.1M | 3.1% | $282.92 | +70.62% | 22 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 2.6M | $441.8M | 2.9% | $173.84 | -2.42% | 22 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 2.3M | $414.4M | 2.7% | $113.19 | +59.36% | 22 qtrssince 2018-Q4 | Decreased 0 |
ISHARES US REAL ESTATE ETF | 4.3M | $387.7M | 2.5% | $86.97 | -1.26% | 3 qtrssince 2023-Q3 | Decreased 0 |
ALPHABET INC-CL A | 1.8M | $269.1M | 1.8% | $112.05 | +33.69% | 22 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 885,427 | $247.1M | 1.6% | $229.12 | +19.53% | 22 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 185,782 | $246.2M | 1.6% | $109.16 | +19.24% | 2 qtrssince 2023-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 1.1M | $220.3M | 1.4% | $138.24 | +38.80% | 22 qtrssince 2018-Q4 | Increased 58 |
BERKSHIRE HATHAWAY INC-CL B | 440,783 | $185.4M | 1.2% | $325.52 | +29.19% | 22 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 287,183 | $174.4M | 1.1% | $46.18 | +31.50% | 22 qtrssince 2018-Q4 | Decreased 0 |
ISHARES MSCI ACWI ETF | 1.5M | $165.2M | 1.1% | $98.41 | +8.22% | 2 qtrssince 2023-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 301,710 | $149.3M | 1.0% | $477.06 | +0.04% | 22 qtrssince 2018-Q4 | Increased 57 |
ALPHABET INC-CL C | 972,349 | $148M | 1.0% | $112.64 | +34.17% | 22 qtrssince 2018-Q4 | Decreased 0 |
SNOWFLAKE INC-CLASS A | 858,523 | $138.7M | 0.9% | $193.81 | -16.62% | 2 qtrssince 2023-Q4 | Increased 49 |
PROCTER & GAMBLE CO/THE | 834,164 | $135.3M | 0.9% | $141.86 | +7.03% | 22 qtrssince 2018-Q4 | Increased 59 |
COSTCO WHOLESALE CORP | 159,576 | $116.9M | 0.8% | $562.66 | +28.40% | 22 qtrssince 2018-Q4 | Increased 54 |
CIBC WORLD MARKETS CORP manages $15.3B across 794 positions as of Q1 2024. Top holdings: SPY (12.6%), MSFT (5.9%), NVDA (5.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.
Active quarter - 92 new positions, 37 exits, 235 increased. Top move: XLF (INCREASED, conviction 93). Portfolio: $15.3B across 794 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Last filed Q4 2025 - no longer filing.
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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