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
301
$6.54M 0.05%
133,104
+31,980
302
$6.54M 0.05%
129,993
-299,336
303
$6.53M 0.05%
44,609
+16,636
304
$6.49M 0.05%
+111,100
305
$6.47M 0.05%
40,197
-27,832
306
$6.43M 0.05%
115,152
-746,589
307
$6.38M 0.05%
30,503
+4,968
308
$6.37M 0.05%
426,081
+291,313
309
$6.36M 0.05%
55,000
310
$6.21M 0.05%
26,083
+6,210
311
$6.15M 0.05%
328,940
+194,256
312
$6.12M 0.05%
137,120
+104,503
313
$6.08M 0.05%
88,409
-148,521
314
$6.05M 0.05%
94,883
+33,944
315
$6M 0.05%
138,398
+23,520
316
$6M 0.05%
+75,100
317
$5.94M 0.05%
78,446
+36,472
318
$5.83M 0.04%
43,406
-2,513
319
$5.82M 0.04%
389,484
+55,718
320
$5.79M 0.04%
81,736
+13,773
321
$5.79M 0.04%
+53,600
322
$5.77M 0.04%
82,775
+51,773
323
$5.77M 0.04%
187,996
+34,838
324
$5.76M 0.04%
426,671
+57,526
325
$5.74M 0.04%
70,372
+19,209
11 12
13
14 15