CIBC WORLD MARKETS CORP
Institutional investor · Portfolio as of Q4 2022
Top Holdings677 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 6.6M | $2.5B | 16.9% | $367.59 | +0.01% | 2 qtrssince 2022-Q3 | Increased 100 |
ALPHABET INC-CL C | 11.4M | $1B | 6.8% | $95.61 | -7.88% | 17 qtrssince 2018-Q4 | Increased 70 |
MICROSOFT CORP | 3.7M | $891.3M | 6.0% | $217.13 | +7.87% | 17 qtrssince 2018-Q4 | Increased 100 |
FINANCIAL SELECT SECTOR SPDR | 12M | $410.4M | 2.8% | $32.59 | 0.00% | 1 qtr | New 81 |
CITIGROUP INC | 8.8M | $397.7M | 2.7% | $46.37 | -13.84% | 17 qtrssince 2018-Q4 | Increased 57 |
APPLE INC | 3M | $395.7M | 2.7% | $137.98 | -7.48% | 17 qtrssince 2018-Q4 | Increased 83 |
ISHARES US REAL ESTATE ETF | 4.6M | $383.2M | 2.6% | $91.03 | -14.61% | 7 qtrssince 2021-Q2 | Decreased 0 |
AMAZON.COM INC | 3.9M | $326.8M | 2.2% | $95.10 | -11.67% | 17 qtrssince 2018-Q4 | Increased 86 |
BERKSHIRE HATHAWAY INC-CL B | 833,246 | $257.4M | 1.7% | $277.29 | +11.40% | 17 qtrssince 2018-Q4 | Increased 78 |
JOHNSON & JOHNSON | 1M | $180.1M | 1.2% | $159.67 | +0.99% | 17 qtrssince 2018-Q4 | Increased 77 |
JPMORGAN CHASE & CO | 1.2M | $164.5M | 1.1% | $113.01 | +9.72% | 17 qtrssince 2018-Q4 | Decreased 0 |
ALKERMES PLC | 5.1M | $132.6M | 0.9% | $26.13 | 0.00% | 1 qtr | New 59 |
COSTCO WHOLESALE CORP | 268,298 | $122.5M | 0.8% | $437.61 | -0.32% | 17 qtrssince 2018-Q4 | Increased 68 |
TESLA INC | 987,139 | $121.6M | 0.8% | $177.08 | -30.44% | 14 qtrssince 2019-Q3 | Increased 68 |
ALPHABET INC-CL A | 1.2M | $109.6M | 0.7% | $93.09 | -5.93% | 17 qtrssince 2018-Q4 | Increased 58 |
BOK FINANCIAL CORPORATION | 1M | $108.7M | 0.7% | $71.45 | +35.20% | 17 qtrssince 2018-Q4 | Unchanged 0 |
NEXTERA ENERGY INC | 1.3M | $107.4M | 0.7% | — | — | — | — |
| 326,122 | $106.4M | 0.7% | $312.32 | +0.42% | 17 qtrssince 2018-Q4 | Increased 68 | |
UNITEDHEALTH GROUP INC | 187,747 | $99.5M | 0.7% | $468.22 | +7.19% | 17 qtrssince 2018-Q4 | Increased 68 |
MCDONALDS CORP | 349,395 | $92.1M | 0.6% | $179.71 | +36.81% | 17 qtrssince 2018-Q4 | Increased 44 |
CIBC WORLD MARKETS CORP manages $14.9B across 677 positions as of Q4 2022. Top holdings: SPY (16.9%), GOOG (6.8%), MSFT (6.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.
Active quarter - 129 new positions, 25 exits, 436 increased. Top move: SPY (INCREASED, conviction 100). Portfolio: $14.9B across 677 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