CIBC WORLD MARKETS CORP
Institutional investor · Portfolio as of Q3 2021
Top Holdings611 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL C | 653,924 | $1.7B | 11.8% | $81.97 | +62.89% | 12 qtrssince 2018-Q4 | Increased 62 |
META PLATFORMS INC-CLASS A | 3.8M | $1.3B | 8.8% | $242.68 | +38.97% | 12 qtrssince 2018-Q4 | Increased 62 |
ISHARES US REAL ESTATE ETF | 8.2M | $838.3M | 5.7% | $91.02 | +1.63% | 2 qtrssince 2021-Q2 | Increased 66 |
PHILIP MORRIS INTERNATIONAL | 7.2M | $683.3M | 4.6% | $63.80 | +27.14% | 12 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 2M | $550.9M | 3.7% | $137.13 | +100.02% | 12 qtrssince 2018-Q4 | Decreased 0 |
GOLDMAN SACHS GROUP INC | 1M | $378.5M | 2.6% | $225.81 | +53.21% | 12 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 1.8M | $256.1M | 1.7% | $98.77 | +39.73% | 12 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 1.5M | $249.4M | 1.7% | $96.18 | +53.73% | 12 qtrssince 2018-Q4 | Increased 49 |
WELLS FARGO & CO | 5.1M | $234.9M | 1.6% | $27.60 | +48.86% | 12 qtrssince 2018-Q4 | Increased 49 |
TEXAS INSTRUMENTS INC | 967,409 | $185.9M | 1.3% | $99.88 | +67.03% | 12 qtrssince 2018-Q4 | Increased 49 |
CITIGROUP INC | 2.6M | $184.1M | 1.3% | $50.84 | +16.38% | 12 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 55,270 | $181.6M | 1.2% | $122.43 | +34.82% | 12 qtrssince 2018-Q4 | Increased 58 |
NIKE INC -CL B | 1.1M | $165.2M | 1.1% | $100.96 | +35.46% | 12 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 60,931 | $162.9M | 1.1% | $60.84 | +119.17% | 12 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 407,008 | $159M | 1.1% | $322.33 | +15.74% | 12 qtrssince 2018-Q4 | Increased 70 |
JOHNSON & JOHNSON | 888,244 | $143.5M | 1.0% | $127.49 | +13.69% | 12 qtrssince 2018-Q4 | Increased 67 |
BERKSHIRE HATHAWAY INC-CL B | 489,701 | $133.7M | 0.9% | $214.05 | +29.54% | 12 qtrssince 2018-Q4 | Decreased 0 |
MEDTRONIC PLC | 1M | $128.9M | 0.9% | $86.71 | +28.53% | 12 qtrssince 2018-Q4 | Increased 52 |
MCDONALDS CORP | 509,445 | $122.8M | 0.8% | $174.75 | +26.85% | 12 qtrssince 2018-Q4 | Decreased 0 |
BOK FINANCIAL CORPORATION | 1.4M | $122.6M | 0.8% | $71.45 | +15.42% | 12 qtrssince 2018-Q4 | Unchanged 0 |
CIBC WORLD MARKETS CORP manages $14.7B across 611 positions as of Q3 2021. Top holdings: GOOG (11.8%), META (8.8%), IYR (5.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.
Active quarter - 24 new positions, 32 exits, 283 increased. Top move: UNH (INCREASED, conviction 70). Portfolio: $14.7B across 611 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