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Asset Manager ← All Institutions

CIBC WORLD MARKET INC.

Q3 2025 · Filed 2025-11-06
Market Value
$47.2B
+7.4%
Holdings
1,353
New Purchases
113
Added To
639
Closed
79
Reduced
458
Top 10 Concentration
33.5%
Turnover
14.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SHOP 2.32% 1.93% +0.39% $1.1B
XLC 0.36% 0.01% +0.35% $171M
AEM 1.12% 0.83% +0.29% $530M
NVDA 2.12% 1.86% +0.26% $1.0B
B 0.91% 0.66% +0.25% $431M
MA 0.65% 0.40% +0.25% $305M
CLS 0.90% 0.66% +0.24% $427M
GOOGL 1.03% 0.79% +0.23% $486M
TLT 0.28% 0.06% +0.23% $133M
SCHD 0.31% 0.09% +0.21% $145M
XLY 0.39% 0.18% +0.21% $185M
XLU 0.36% 0.15% +0.21% $170M
XLE 0.39% 0.19% +0.20% $184M
GOOG 0.84% 0.66% +0.18% $395M
QCOM 0.37% 0.21% +0.16% $175M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CNQ 1.54% 2.16% -0.62% $729M
TD 6.74% 7.33% -0.59% $3.2B
BN 1.09% 1.54% -0.45% $516M
RY 6.71% 7.08% -0.37% $3.2B
TU 1.25% 1.57% -0.32% $590M
ENB 2.43% 2.74% -0.31% $1.1B
CNI 0.90% 1.15% -0.25% $426M
BCE 1.04% 1.27% -0.23% $490M
RCI 0.92% 1.12% -0.20% $433M
MFC 1.21% 1.41% -0.20% $572M
AAPL 1.72% 1.91% -0.19% $811M
TRP 2.24% 2.40% -0.16% $1.1B
JPM 1.02% 1.18% -0.16% $481M
XLB 0.19% 0.34% -0.15% $90M
SLF 0.64% 0.78% -0.14% $301M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 80 $15.2B 32.1%
Large Cap 721 $29.9B 63.4%
Mid Cap 334 $1.7B 3.6%
Small Cap 162 $339M 0.7%
Micro Cap 56 $90M 0.2%

Portfolio Analytics

Avg Market Cap
$74.9B
Median Market Cap
$15.2B
Avg P/E
34.6
Median P/E
22.9
Avg Dividend Yield
0.02%
Avg Beta
1.04
# Stocks
990
# ETFs / Funds
363

Top Holdings (1,353 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TD 6.74% 39,830,848 $3.2B $79.94 -$38M -4,041,616 -9.2%
2 RY 6.71% 21,492,918 $3.2B $147.36 $56M -2,153,457 -9.1%
3 BNS 3.61% 26,342,169 $1.7B $64.65 $137M -1,982,195 -7.0%
4 BMO 3.43% 12,444,855 $1.6B $130.28 $122M -1,107,046 -8.2%
5 ENB 2.43% 22,765,204 $1.1B $50.44 -$56M -3,801,868 -14.3%
6 SHOP 2.32% 7,384,970 $1.1B $148.61 $248M +17,151 +0.2%
7 TRP 2.24% 19,448,334 $1.1B $54.36 $1M -2,192,020 -10.1%
8 NVDA 2.12% 5,361,093 $1.0B $186.58 $183M +190,036 +3.7%
9 CM 2.01% 11,851,549 $947M $79.89 $109M +16,618 +0.1%
10 SU 1.93% 21,787,459 $912M $41.84 $11M -2,249,145 -9.4%
11 AAPL 1.72% 3,185,383 $811M $254.63 -$29M -911,676 -22.2%
12 MSFT 1.61% 1,465,637 $759M $517.95 $38M +16,163 +1.1%
13 CNQ 1.54% 22,808,559 $729M $31.97 -$221M -7,438,546 -24.6%
14 AMZN 1.51% 3,241,475 $712M $219.57 $27M +122,659 +3.9%
15 TU 1.25% 37,457,915 $590M $15.75 -$100M -5,495,492 -12.8%
16 MFC 1.21% 18,360,625 $572M $31.15 -$49M -1,066,108 -5.5%
17 AVGO 1.17% 1,674,487 $552M $329.91 $75M -57,214 -3.3%
18 AEM 1.12% 3,147,662 $530M $168.39 $165M +82,929 +2.7%
19 BN 1.09% 11,277,277 $516M $45.72 -$162M +321,998 +2.9%
20 EMRAF 1.05% 10,300,805 $494M $47.97 -$3M -545,163 -5.0%
21 BCE 1.04% 20,965,064 $490M $23.36 -$69M -4,235,114 -16.8%
22 GOOGL 1.03% 1,997,978 $486M $243.10 $136M +16,211 +0.8%
23 JPM 1.02% 1,524,940 $481M $315.43 -$38M -265,057 -14.8%
24 RCI 0.92% 12,571,860 $433M $34.42 -$60M -4,032,377 -24.3%
25 B 0.91% 13,127,159 $431M $32.84 $141M -775,028 -5.6%
26 CLS 0.90% 1,735,145 $427M $246.03 $136M -125,962 -6.8%
27 CNI 0.90% 4,513,941 $426M $94.30 -$78M -330,536 -6.8%
28 FTS 0.85% 7,886,908 $400M $50.71 -$17M -849,001 -9.7%
29 GOOG 0.84% 1,623,358 $395M $243.55 $107M -4,785 -0.3%
30 META 0.82% 530,145 $389M $734.38 -$7M -6,864 -1.3%
31 BRK-B 0.82% 766,662 $385M $502.74 $10M -6,225 -0.8%
32 PBA 0.81% 9,468,295 $383M $40.42 -$32M -1,566,967 -14.2%
33 WPM 0.79% 3,332,375 $373M $111.88 $75M +20,485 +0.6%
34 SPY 0.77% 547,724 $365M $666.18 -$15M -66,958 -10.9%
35 QQQ 0.75% 587,718 $353M $600.37 $43M +25,605 +4.6%
36 TSM 0.72% 1,218,532 $340M $279.29 $64M -2,621 -0.2%
37 IWM 0.70% 1,370,202 $332M $241.96 $37M +4,926 +0.4%
38 WCN 0.67% 1,790,593 $315M $175.76 -$8M +61,699 +3.6%
39 MA 0.65% 535,833 $305M $568.81 $130M +224,015 +71.8%
40 V 0.64% 884,289 $302M $341.38 -$12M -637 -0.1%
41 SLF 0.64% 5,017,368 $301M $60.04 -$42M -130,428 -2.5%
42 NTR 0.61% 4,875,500 $286M $58.71 -$3M -86,819 -1.8%
43 COST 0.59% 302,430 $280M $925.63 -$22M -2,405 -0.8%
44 CCJ 0.58% 3,277,378 $275M $83.86 $47M +208,916 +6.8%
45 XLI 0.53% 1,613,487 $249M $154.23 $11M -244 -0.0%
46 MGA 0.51% 5,124,812 $243M $47.37 -$6M -1,305,092 -20.3%
47 FNV 0.51% 1,075,402 $239M $222.54 $45M -106,487 -9.0%
48 WMT 0.47% 2,137,987 $220M $103.06 -$26K -115,716 -5.1%
49 BIP 0.46% 6,663,634 $219M $32.89 -$20M -487,658 -6.8%
50 XOM 0.44% 1,846,219 $208M $112.75 $68M +544,448 +41.8%
51 KGC 0.43% 8,251,954 $205M $24.81 $79M +215,453 +2.7%
52 GIB 0.39% 2,092,812 $186M $89.05 $10M +412,528 +24.6%
53 XLY 0.39% 773,861 $185M $239.64 $107M +413,183 +114.6%
54 CVE 0.39% 10,892,035 $185M $16.98 $29M -558,721 -4.9%
55 XLE 0.39% 2,060,689 $184M $89.34 $100M +1,072,508 +108.5%
56 LLY 0.39% 238,314 $182M $763.00 $35M +49,634 +26.3%
57 QSR 0.38% 2,806,242 $180M $64.14 $469K +98,088 +3.6%
58 QCOM 0.37% 1,049,667 $175M $166.36 $84M +479,090 +84.0%
59 HD 0.36% 425,017 $172M $405.19 $64M +130,838 +44.5%
60 XLC 0.36% 1,445,562 $171M $118.37 $167M +1,404,580 +3427.3%
61 XLU 0.36% 1,949,741 $170M $87.21 $103M +1,124,116 +136.2%
62 CTSH 0.36% 2,518,126 $169M $67.07 -$28M +867 +0.0%
63 ABBV 0.32% 657,272 $152M $231.54 $41M +60,635 +10.2%
64 XLV 0.32% 1,078,200 $150M $139.17 $8M +25,268 +2.4%
65 TECK 0.31% 3,365,081 $148M $43.89 -$15M -666,089 -16.5%
66 BAC 0.31% 2,832,241 $146M $51.59 -$17M -605,712 -17.6%
67 SCHD 0.31% 5,328,615 $145M $27.30 $104M +3,777,339 +243.5%
68 TLT 0.28% 1,490,621 $133M $89.37 $108M +1,208,976 +429.3%
69 MCD 0.28% 437,958 $133M $303.89 $2M -9,627 -2.1%
70 UBER 0.28% 1,343,518 $132M $97.97 $27M +227,160 +20.4%
71 NFLX 0.28% 109,088 $131M $1,198.92 -$13M +1,951 +1.8%
72 XLF 0.27% 2,393,929 $129M $53.87 -$5M -165,552 -6.5%
73 ORCL 0.26% 439,150 $124M $281.24 $54M +121,773 +38.4%
74 TSLA 0.25% 269,400 $120M $444.72 $34M -1,991 -0.7%
75 UNH 0.25% 336,679 $116M $345.30 $35M +75,283 +28.8%
76 KO 0.24% 1,679,600 $111M $66.32 $8M +223,408 +15.3%
77 PEP 0.23% 759,590 $107M $140.44 $72M +499,321 +191.8%
78 IMO 0.22% 1,147,044 $104M $90.65 -$10M -289,719 -20.2%
79 CVX 0.22% 663,931 $103M $155.29 $20M +85,553 +14.8%
80 JNJ 0.20% 505,487 $94M $185.42 $18M +10,023 +2.0%
81 IVV 0.20% 139,148 $93M $669.30 $23M +25,940 +22.9%
82 GLD 0.19% 257,140 $91M $355.47 $20M +21,613 +9.2%
83 VZ 0.19% 2,066,121 $91M $43.95 $9M +172,740 +9.1%
84 XLB 0.19% 1,000,520 $90M $89.62 -$62M -721,694 -41.9%
85 GS 0.19% 110,819 $88M $796.35 -$17M -38,280 -25.7%
86 FSV 0.18% 453,889 $86M $190.49 $8M +4,154 +0.9%
87 MS 0.18% 535,823 $85M $158.96 $2M -55,324 -9.4%
88 OTEX 0.18% 2,225,009 $83M $37.37 $26M +282,660 +14.6%
89 CSCO 0.17% 1,206,519 $83M $68.42 $14M +224,748 +22.9%
90 XLP 0.17% 1,051,805 $82M $78.37 -$3M -1,031 -0.1%
91 MRK 0.17% 981,601 $82M $83.93 $5M +2,785 +0.3%
92 BLK 0.17% 67,548 $79M $1,165.87 $8M +170 +0.2%
93 BEP 0.16% 2,862,172 $74M $25.77 -$4M -170,092 -5.6%
94 BOKF 0.15% 654,000 $73M $111.44 $9M
95 WFC 0.15% 855,864 $72M $83.82 -$20M -286,728 -25.1%
96 CAT 0.15% 150,279 $72M $477.15 $9M -11,499 -7.1%
97 T 0.15% 2,522,193 $71M $28.24 $901K +92,134 +3.8%
98 IBM 0.15% 247,516 $70M $282.16 -$20M -58,934 -19.2%
99 RSP 0.15% 366,085 $69M $189.70 -$512K -18,854 -4.9%
100 ASML 0.14% 67,798 $66M $968.09 $16M +6,386 +10.4%

Options Breakdown

54 Calls $5.6B Call Value 54 Puts $1.9B Put Value 0.34 P/C Ratio

Top Calls

SymbolSharesValueStatus
BRK-A 2,400 $1.8B NEW
NVDA 9,192,716 $1.7B
SHOP 8,610,000 $1.3B
TSLA 302,264 $134M
XLF 2,050,000 $110M
BNS 1,205,600 $78M
RY 440,000 $65M
DELL 290,000 $41M
EWC 650,000 $33M
SLF 516,100 $31M

Top Puts

SymbolSharesValueStatus
EWC 9,700,000 $490M
BRK-A 400 $302M NEW
XLF 5,003,700 $270M
TSLA 308,166 $137M
BCE 3,657,000 $85M
BMO 650,000 $85M
TU 4,325,000 $68M
BNS 971,800 $63M
MFC 1,825,000 $57M
RY 354,100 $52M

New Positions

SymbolValue% Port
CAR $64M 0.14%
REXR $41M 0.09%
VMC $13M 0.03%
GMAB $9M 0.02%
XEL $7M 0.01%
INDB $7M 0.01%
YNDX $6M 0.01%
BLL $6M 0.01%
ALNY $6M 0.01%
H $5M 0.01%
MEDP $5M 0.01%
DOC $5M 0.01%
PSKY $4M 0.01%
MKC $4M 0.01%
ED $3M 0.01%

Sold Out Positions

SymbolValue% Port
PAC —%
HRB —%
EMN —%
GWRE —%
AVTR —%
CBZ —%
HASI —%
BJ —%
ICL —%
SHG —%
AHR —%
HLF —%
JOBY —%
CAVA —%
SQM —%
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