CWM

CIBC World Markets Portfolio holdings

AUM $15.1B
1-Year Est. Return 22.72%
This Quarter Est. Return
1 Year Est. Return
+22.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.7B
AUM Growth
+$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$98.3M
3
+$84.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$62.1M
5
AAPL icon
Apple
AAPL
+$56M

Top Sells

1
+$416M
2
+$222M
3
+$204M
4
XOM icon
Exxon Mobil
XOM
+$98.1M
5
DIS icon
Walt Disney
DIS
+$71.3M

Sector Composition

1 Technology 16.44%
2 Consumer Staples 14.02%
3 Communication Services 12.59%
4 Financials 10.89%
5 Healthcare 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.1M 0.08%
335,000
-300,000
227
$10.1M 0.08%
100,863
+33,976
228
$10M 0.08%
444,821
+72,691
229
$10M 0.08%
66,420
+6,908
230
$9.95M 0.08%
+434,300
231
$9.81M 0.08%
255,352
+35,537
232
$9.74M 0.08%
+965,059
233
$9.72M 0.07%
239,804
-16,838
234
$9.71M 0.07%
51,698
-51,048
235
$9.7M 0.07%
20,677
+4,563
236
$9.68M 0.07%
79,876
-45,039
237
$9.64M 0.07%
191,742
-25,214
238
$9.49M 0.07%
82,389
-9,922
239
$9.39M 0.07%
100,850
-461,113
240
$9.38M 0.07%
97,975
+15,840
241
$9.38M 0.07%
133,179
+98,854
242
$9.35M 0.07%
113,663
+34,880
243
$9.33M 0.07%
351,958
-42,103
244
$9.28M 0.07%
+941,667
245
$9.19M 0.07%
238,613
-217,390
246
$9.19M 0.07%
47,598
+15,817
247
$9.11M 0.07%
438,096
+66,386
248
$8.99M 0.07%
313,969
+247,601
249
$8.97M 0.07%
102,345
+40,328
250
$8.97M 0.07%
76,049
+14,684
8 9
10
11 12