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Asset Manager ← All Institutions

CIBC WORLD MARKET INC.

Q2 2025 · Filed 2025-08-14
Market Value
$44.0B
+3.7%
Holdings
1,353
+23
New Purchases
120
Added To
537
Closed
113
Reduced
535
Top 10 Concentration
34.6%
Turnover
17.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EMRAF 1.13% 0.00% +1.13% $497M
B 0.66% 0.00% +0.66% $290M
NVDA 1.86% 1.36% +0.50% $817M
AVGO 1.09% 0.61% +0.47% $477M
TD 7.33% 6.98% +0.35% $3.2B
SPY 0.86% 0.52% +0.34% $380M
CLS 0.66% 0.34% +0.33% $291M
XLF 0.30% 0.01% +0.29% $134M
CM 1.91% 1.69% +0.22% $838M
CCJ 0.52% 0.33% +0.19% $228M
XLP 0.19% 0.01% +0.19% $85M
TSM 0.63% 0.46% +0.16% $277M
META 0.90% 0.76% +0.15% $396M
XLB 0.34% 0.20% +0.14% $151M
AMZN 1.56% 1.43% +0.13% $684M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IWM 0.67% 1.14% -0.47% $295M
XLE 0.19% 0.65% -0.46% $84M
XLC 0.01% 0.46% -0.45% $4M
NVS 0.04% 0.49% -0.45% $19M
BMO 3.41% 3.85% -0.44% $1.5B
SU 2.05% 2.46% -0.41% $900M
CNI 1.15% 1.50% -0.36% $504M
ENB 2.74% 3.09% -0.35% $1.2B
XLU 0.15% 0.49% -0.34% $67M
GOOGL 0.79% 1.12% -0.33% $349M
AAPL 1.91% 2.23% -0.32% $841M
PBA 0.94% 1.25% -0.31% $415M
XLY 0.18% 0.48% -0.30% $78M
TRP 2.40% 2.69% -0.29% $1.1B
CNQ 2.16% 2.39% -0.23% $950M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 80 $13.8B 31.3%
Large Cap 713 $28.3B 64.4%
Mid Cap 343 $1.5B 3.3%
Small Cap 162 $296M 0.7%
Micro Cap 55 $88M 0.2%

Portfolio Analytics

Avg Market Cap
$74.8B
Median Market Cap
$15.1B
Avg P/E
33.3
Median P/E
22.6
Avg Dividend Yield
0.02%
Avg Beta
1.03
# Stocks
999
# ETFs / Funds
354

Top Holdings (1,353 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TD 7.33% 43,872,464 $3.2B $73.45 $260M -5,544,964 -11.2%
2 RY 7.08% 23,646,375 $3.1B $131.55 $90M -3,155,967 -11.8%
3 BNS 3.56% 28,324,364 $1.6B $55.27 $99M -2,597,104 -8.4%
4 BMO 3.41% 13,551,901 $1.5B $110.63 -$133M -3,536,019 -20.7%
5 ENB 2.74% 26,567,072 $1.2B $45.32 -$106M -2,994,804 -10.1%
6 TRP 2.40% 21,640,354 $1.1B $48.79 -$84M -2,512,129 -10.4%
7 CNQ 2.16% 30,247,105 $950M $31.40 -$64M -2,681,235 -8.1%
8 SU 2.05% 24,036,604 $900M $37.45 -$142M -2,877,873 -10.7%
9 SHOP 1.93% 7,367,819 $850M $115.35 $83M -660,670 -8.2%
10 AAPL 1.91% 4,097,059 $841M $205.17 -$104M -156,878 -3.7%
11 CM 1.91% 11,834,931 $838M $70.83 $121M -898,070 -7.0%
12 NVDA 1.86% 5,171,057 $817M $157.99 $242M -133,315 -2.5%
13 MSFT 1.64% 1,449,474 $721M $497.41 $19M -420,746 -22.5%
14 TU 1.57% 42,953,407 $690M $16.06 $24M -3,484,097 -7.5%
15 AMZN 1.56% 3,118,816 $684M $219.39 $79M -61,018 -1.9%
16 BN 1.54% 10,955,279 $678M $61.85 $69M -660,442 -5.7%
17 MFC 1.41% 19,426,733 $621M $31.96 -$60M -2,417,043 -11.1%
18 BCE 1.27% 25,200,178 $559M $22.17 -$45M -1,076,727 -4.1%
19 JPM 1.18% 1,789,997 $519M $289.91 -$44M -505,812 -22.0%
20 CNI 1.15% 4,844,477 $504M $104.04 -$134M -1,700,845 -26.0%
21 EMRAF 1.13% 10,845,968 $497M $45.84 +10,845,968 NEW
22 RCI 1.12% 16,604,237 $493M $29.68 $62M +470,902 +2.9%
23 AVGO 1.09% 1,731,701 $477M $275.65 $217M +177,449 +11.4%
24 FTS 0.95% 8,735,909 $417M $47.78 $59M +868,891 +11.0%
25 PBA 0.94% 11,035,262 $415M $37.58 -$116M -2,212,041 -16.7%
26 META 0.90% 537,009 $396M $738.09 $76M -18,739 -3.4%
27 SPY 0.86% 614,682 $380M $617.85 $159M +219,355 +55.5%
28 BRK-B 0.85% 772,887 $375M $485.77 -$27M +17,184 +2.3%
29 AEM 0.83% 3,064,733 $365M $119.23 -$19M -481,142 -13.6%
30 GOOGL 0.79% 1,981,767 $349M $176.23 -$127M -1,096,829 -35.6%
31 SLF 0.78% 5,147,796 $343M $66.59 -$4M -910,098 -15.0%
32 WCN 0.74% 1,728,894 $323M $186.95 -$21M -34,457 -1.9%
33 V 0.71% 884,926 $314M $355.05 -$8M -34,443 -3.8%
34 QQQ 0.71% 562,113 $310M $551.64 -$5M -109,101 -16.2%
35 COST 0.69% 304,835 $302M $989.94 -$79M -97,620 -24.3%
36 WPM 0.68% 3,311,890 $298M $90.00 $13M -366,232 -10.0%
37 IWM 0.67% 1,365,276 $295M $215.79 -$188M -1,052,614 -43.5%
38 CLS 0.66% 1,861,107 $291M $156.36 $148M +51,580 +2.9%
39 B 0.66% 13,902,187 $290M $20.83 +13,902,187 NEW
40 NTR 0.66% 4,962,319 $289M $58.32 $23M -412,320 -7.7%
41 GOOG 0.66% 1,628,143 $289M $177.39 $12M -144,613 -8.2%
42 TSM 0.63% 1,221,153 $277M $226.49 $80M +34,348 +2.9%
43 MGA 0.57% 6,429,904 $249M $38.69 $52M +653,500 +11.3%
44 BIP 0.54% 7,151,292 $240M $33.50 $25M -59,696 -0.8%
45 XLI 0.54% 1,613,731 $238M $147.52 $25M -11,111 -0.7%
46 CCJ 0.52% 3,068,462 $228M $74.23 $88M -318,634 -9.4%
47 WMT 0.50% 2,253,703 $220M $97.78 -$27M -562,453 -20.0%
48 CTSH 0.45% 2,517,259 $196M $78.03 -$15M -250,476 -9.1%
49 FNV 0.44% 1,181,889 $194M $164.31 -$15M -149,028 -11.2%
50 QSR 0.41% 2,708,154 $180M $66.29 -$62M -917,820 -25.3%
51 GIB 0.40% 1,680,284 $177M $105.10 -$13M -222,194 -11.7%
52 MA 0.40% 311,818 $175M $561.94 $10M +9,860 +3.3%
53 TECK 0.37% 4,031,170 $163M $40.38 $9M -198,175 -4.7%
54 BAC 0.37% 3,437,953 $163M $47.32 -$20M -942,881 -21.5%
55 CVE 0.35% 11,450,756 $156M $13.62 -$12M -625,239 -5.2%
56 XLB 0.34% 1,722,214 $151M $87.81 $65M +721,638 +72.1%
57 LLY 0.33% 188,680 $147M $779.53 -$5M +4,602 +2.5%
58 NFLX 0.33% 107,137 $143M $1,339.13 $59M +16,717 +18.5%
59 XLV 0.32% 1,052,932 $142M $134.79 -$9M +19,342 +1.9%
60 XOM 0.32% 1,301,771 $140M $107.80 $22M +307,041 +30.9%
61 XLF 0.30% 2,559,481 $134M $52.37 $128M +2,446,240 +2160.2%
62 MCD 0.30% 447,585 $131M $292.17 $20M +91,504 +25.7%
63 KGC 0.29% 8,036,501 $126M $15.64 $18M -516,094 -6.0%
64 IMO 0.26% 1,436,763 $114M $79.50 $24M +187,555 +15.0%
65 ABBV 0.25% 596,637 $111M $185.62 -$11M +13,180 +2.3%
66 HD 0.25% 294,179 $108M $366.64 -$43M -116,889 -28.4%
67 GS 0.24% 149,099 $106M $707.75 -$20M -81,211 -35.3%
68 UBER 0.24% 1,116,358 $104M $93.30 $43M +278,232 +33.2%
69 KO 0.23% 1,456,192 $103M $70.75 -$13M -167,453 -10.3%
70 WFC 0.21% 1,142,592 $92M $80.12 -$36M -636,002 -35.8%
71 PG 0.21% 571,902 $91M $159.32 -$6M +1,687 +0.3%
72 QCOM 0.21% 570,577 $91M $159.26 -$13M -107,135 -15.8%
73 IBM 0.21% 306,450 $90M $294.78 $17M +9,579 +3.2%
74 CRWD 0.20% 169,773 $86M $509.31 $41M +39,823 +30.6%
75 TSLA 0.20% 271,391 $86M $317.66 $36M +78,238 +40.5%
76 XLP 0.19% 1,052,836 $85M $80.97 $82M +1,010,471 +2385.2%
77 XLE 0.19% 988,181 $84M $84.81 -$192M -1,960,610 -66.5%
78 MS 0.19% 591,147 $83M $140.86 -$9M -195,522 -24.9%
79 CVX 0.19% 578,378 $83M $143.19 $18M +193,895 +50.4%
80 VZ 0.19% 1,893,381 $82M $43.27 -$11M -151,379 -7.4%
81 UNH 0.19% 261,396 $82M $311.97 -$82M -49,958 -16.1%
82 FSV 0.18% 449,735 $79M $174.64 $230K -22,418 -4.8%
83 XLY 0.18% 360,678 $78M $217.33 -$124M -662,238 -64.7%
84 MRK 0.18% 978,816 $77M $79.16 -$2M +91,980 +10.4%
85 BEP 0.18% 3,032,264 $77M $25.52 $13M +109,362 +3.7%
86 JNJ 0.17% 495,464 $76M $152.75 -$85M -476,365 -49.0%
87 PLD 0.17% 713,817 $75M $105.12 $39M +394,269 +123.4%
88 CCI 0.17% 725,435 $75M $102.73 $52M +513,463 +242.2%
89 GLD 0.16% 235,527 $72M $304.83 $2M -6,408 -2.6%
90 BLK 0.16% 67,378 $71M $1,049.25 -$9M -16,957 -20.1%
91 T 0.16% 2,430,059 $70M $28.94 $14M +445,638 +22.5%
92 IVV 0.16% 113,208 $70M $620.90 $829K -10,412 -8.4%
93 RSP 0.16% 384,939 $70M $181.74 $3M -1,931 -0.5%
94 ABT 0.16% 511,466 $70M $136.01 $41M +296,275 +137.7%
95 ORCL 0.16% 317,377 $69M $218.63 $24M -8,058 -2.5%
96 CSCO 0.15% 981,771 $68M $69.38 $11M +50,576 +5.4%
97 XLU 0.15% 825,625 $67M $81.66 -$141M -1,813,529 -68.7%
98 PANW 0.15% 321,829 $66M $204.64 $22M +64,957 +25.3%
99 DIS 0.15% 527,889 $65M $124.01 $9M -48,724 -8.4%
100 BOKF 0.15% 654,000 $64M $97.63 -$21M -163,000 -19.9%

Options Breakdown

50 Calls $3.4B Call Value 48 Puts $1.9B Put Value 0.54 P/C Ratio

Top Calls

SymbolSharesValueStatus
NVDA 9,292,600 $1.5B
SHOP 8,525,000 $983M
RY 1,536,900 $202M
TD 2,071,000 $152M
TSLA 456,000 $145M
XLF 2,300,000 $120M
BNS 1,172,100 $65M
CCJ 488,700 $36M NEW
EWC 650,000 $30M
DIA 65,000 $29M

Top Puts

SymbolSharesValueStatus
EWC 12,100,000 $559M
XLF 9,907,800 $519M
XLE 1,600,000 $136M
BCE 3,432,000 $76M
TSLA 232,300 $74M
BMO 650,000 $72M
TU 4,450,000 $72M
BNS 971,800 $54M
MFC 1,625,000 $52M
RY 321,600 $42M

New Positions

SymbolValue% Port
EMRAF $497M 1.13%
B $290M 0.66%
LUV $55M 0.13%
FWRD $21M 0.05%
CTVA $16M 0.04%
HTZ $14M 0.03%
NBR $12M 0.03%
IP $12M 0.03%
OR $10M 0.02%
STRL $10M 0.02%
LITE $8M 0.02%
EXE $8M 0.02%
BGC $7M 0.02%
SKYW $6M 0.01%
CPA $6M 0.01%

Sold Out Positions

SymbolValue% Port
21P.F —%
EXPD —%
TMHC —%
UNFI —%
ED —%
BMA —%
ZVIA —%
HESM —%
MUSA —%
ABR —%
AYI —%
CRK —%
AB —%
BRO —%
BLDR —%
View SEC EDGAR Filings for CIBC WORLD MARKET INC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms