CIBC WORLD MARKETS CORP
Institutional investor · Portfolio as of Q3 2024
Top Holdings714 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.9M | $829.1M | 6.0% | $306.80 | +38.21% | 24 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.3M | $741.8M | 5.3% | $461.80 | +21.90% | 9 qtrssince 2022-Q3 | Decreased 0 |
NVIDIA CORP | 5.6M | $680.9M | 4.9% | $113.66 | +6.78% | 24 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 2.8M | $662.3M | 4.8% | $181.53 | +27.29% | 24 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 2.4M | $440.1M | 3.2% | $124.18 | +51.37% | 24 qtrssince 2018-Q4 | Decreased 0 |
ISHARES US REAL ESTATE ETF | 3.6M | $369.8M | 2.7% | $97.90 | 0.00% | 1 qtr | New 80 |
META PLATFORMS INC-CLASS A | 618,612 | $354.1M | 2.6% | $296.74 | +90.44% | 24 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 2.1M | $346.5M | 2.5% | $126.69 | +28.76% | 24 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 861,683 | $236.9M | 1.7% | $232.28 | +16.61% | 24 qtrssince 2018-Q4 | Increased 52 |
UNITEDHEALTH GROUP INC | 401,387 | $234.7M | 1.7% | $485.74 | +16.46% | 24 qtrssince 2018-Q4 | Increased 52 |
COGNIZANT TECH SOLUTIONS-A | 2.9M | $225.2M | 1.6% | $66.55 | +13.26% | 24 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 1M | $217.4M | 1.6% | $141.52 | +44.12% | 24 qtrssince 2018-Q4 | Increased 51 |
BERKSHIRE HATHAWAY INC-CL B | 428,303 | $197.1M | 1.4% | $327.12 | +39.85% | 24 qtrssince 2018-Q4 | Increased 49 |
ALPHABET INC-CL C | 1.1M | $187.9M | 1.4% | $120.21 | +36.81% | 24 qtrssince 2018-Q4 | Increased 54 |
LINDE PLC | 345,696 | $164.8M | 1.2% | $443.90 | +6.27% | 4 qtrssince 2023-Q4 | Increased 77 |
PROCTER & GAMBLE CO/THE | 938,942 | $162.6M | 1.2% | $143.92 | +14.02% | 24 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 568,170 | $148.7M | 1.1% | $213.24 | +22.14% | 21 qtrssince 2019-Q3 | Decreased 0 |
COSTCO WHOLESALE CORP | 166,087 | $147.2M | 1.1% | $626.60 | +39.94% | 24 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 873,414 | $141.5M | 1.0% | $146.52 | +6.03% | 24 qtrssince 2018-Q4 | Increased 52 |
BROADCOM INC | 796,246 | $137.4M | 1.0% | $156.09 | +9.35% | 4 qtrssince 2023-Q4 | Increased 69 |
CIBC WORLD MARKETS CORP manages $13.9B across 714 positions as of Q3 2024. Top holdings: MSFT (6.0%), SPY (5.3%), NVDA (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.
Active quarter - 39 new positions, 30 exits, 437 increased. Top move: IYR (NEW, conviction 80). Portfolio: $13.9B across 714 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