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
351
$5.03M 0.04%
158,963
+111,392
352
$5.02M 0.04%
204,060
-251,610
353
$5.02M 0.04%
46,751
+14,119
354
$5M 0.04%
24,411
+4,105
355
$4.96M 0.04%
54,753
-12,100
356
$4.95M 0.04%
10,227
+2,068
357
$4.94M 0.04%
115,337
+48,644
358
$4.93M 0.04%
42,471
+18,536
359
$4.92M 0.04%
24,226
+5,884
360
$4.92M 0.04%
54,728
+9,219
361
$4.91M 0.04%
158,227
+62,760
362
$4.89M 0.04%
64,380
+15,393
363
$4.87M 0.04%
+200
364
$4.86M 0.04%
81,968
-24
365
$4.85M 0.04%
77,130
+18,434
366
$4.81M 0.04%
+475,200
367
$4.76M 0.04%
5,667
-269
368
$4.76M 0.04%
37,267
+8,510
369
$4.74M 0.04%
79,233
+12,964
370
$4.7M 0.04%
84,423
+36,821
371
$4.7M 0.04%
23,554
-11,216
372
$4.6M 0.04%
44,365
+5,999
373
$4.59M 0.04%
300,000
-200,000
374
$4.55M 0.04%
16,635
-788
375
$4.55M 0.04%
26,755
+5,065
13 14
15
16 17