CIBC WORLD MARKETS CORP
Institutional investor · Portfolio as of Q2 2021
Top Holdings613 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL C | 652,571 | $1.6B | 11.4% | $81.86 | +52.79% | 11 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 3.8M | $1.3B | 9.2% | $241.99 | +44.40% | 11 qtrssince 2018-Q4 | Decreased 0 |
ISHARES US REAL ESTATE ETF | 7.7M | $785.2M | 5.5% | $90.93 | 0.00% | 1 qtr | New 98 |
PHILIP MORRIS INTERNATIONAL | 7.2M | $716.5M | 5.0% | $63.80 | +23.63% | 11 qtrssince 2018-Q4 | Decreased 0 |
GOLDMAN SACHS GROUP INC | 1.7M | $642.3M | 4.5% | $225.81 | +47.61% | 11 qtrssince 2018-Q4 | Increased 59 |
MICROSOFT CORP | 2.3M | $616M | 4.3% | $137.13 | +90.78% | 11 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 2.9M | $396.6M | 2.8% | $98.77 | +35.05% | 11 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 1.5M | $233.3M | 1.6% | $95.36 | +43.18% | 11 qtrssince 2018-Q4 | Decreased 0 |
WELLS FARGO & CO | 5M | $224.7M | 1.6% | $27.33 | +46.06% | 11 qtrssince 2018-Q4 | Decreased 0 |
CITIGROUP INC | 2.6M | $185.6M | 1.3% | $50.84 | +16.46% | 11 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 662,801 | $184.2M | 1.3% | $214.05 | +29.04% | 11 qtrssince 2018-Q4 | Decreased 0 |
TEXAS INSTRUMENTS INC | 939,356 | $180.6M | 1.3% | $97.88 | +69.58% | 11 qtrssince 2018-Q4 | Decreased 0 |
NIKE INC -CL B | 1.1M | $177.3M | 1.2% | $100.96 | +44.43% | 11 qtrssince 2018-Q4 | Increased 49 |
AMAZON.COM INC | 45,255 | $155.7M | 1.1% | $113.00 | +52.58% | 11 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 61,885 | $151.1M | 1.1% | $60.84 | +99.47% | 11 qtrssince 2018-Q4 | Decreased 0 |
BOK FINANCIAL CORPORATION | 1.4M | $118.5M | 0.8% | $71.45 | +9.16% | 11 qtrssince 2018-Q4 | Decreased 0 |
MCDONALDS CORP | 512,572 | $118.4M | 0.8% | $174.75 | +18.98% | 11 qtrssince 2018-Q4 | Increased 46 |
ALIBABA GROUP HOLDING-SP ADR | 463,000 | $105M | 0.7% | $217.72 | +0.08% | 2 qtrssince 2021-Q1 | Unchanged 0 |
BANK OF AMERICA CORP | 2.5M | $104.6M | 0.7% | $24.73 | +47.88% | 11 qtrssince 2018-Q4 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 1.9M | $104.2M | 0.7% | $38.94 | +6.73% | 11 qtrssince 2018-Q4 | Increased 44 |
CIBC WORLD MARKETS CORP manages $14.4B across 613 positions as of Q2 2021. Top holdings: GOOG (11.4%), META (9.2%), IYR (5.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.
Active quarter - 34 new positions, 374 exits, 143 increased. Top move: IYR (NEW, conviction 98). Portfolio: $14.4B across 613 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer