CWM
CIBC World Markets Portfolio holdings
AUM
$15.1B
1-Year Return
22.72%
This Quarter Return
+0.06%
1 Year Return
+22.72%
3 Year Return
+92.58%
5 Year Return
+172.18%
10 Year Return
+350.8%
AUM
$3.02B
AUM Growth
-$809M
(-21%)
Cap. Flow
-$727M
Cap. Flow
% of AUM
-24.06%
Top 10 Holdings %
Top 10 Hldgs %
47.82%
Holding
244
New
37
Increased
17
Reduced
114
Closed
51
Top Buys
| 1 |
Air Products & Chemicals
APD
|
$144M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$95.1M |
| 3 |
CDK
CDK Global, Inc.
CDK
|
$68.4M |
| 4 |
Broadcom
AVGO
|
$65.5M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$64.4M |
Top Sells
| 1 |
Apple
AAPL
|
$253M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$184M |
| 3 |
Invesco QQQ Trust
QQQ
|
$155M |
| 4 |
T-Mobile US
TMUS
|
$135M |
| 5 |
AT&T
T
|
$126M |
Sector Composition
| 1 | Technology | 20.28% |
| 2 | Consumer Staples | 15.8% |
| 3 | Healthcare | 11.27% |
| 4 | Consumer Discretionary | 9.27% |
| 5 | Communication Services | 7.2% |
