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
451
$2.92M 0.02%
217,702
-148,073
452
$2.9M 0.02%
34,418
+10,262
453
$2.88M 0.02%
+854
454
$2.87M 0.02%
+20,462
455
$2.87M 0.02%
+397,800
456
$2.85M 0.02%
24,193
+8,213
457
$2.84M 0.02%
+27,469
458
$2.82M 0.02%
79,654
+18,689
459
$2.82M 0.02%
44,295
-101,506
460
$2.8M 0.02%
28,636
+6,815
461
$2.79M 0.02%
54,349
+12,991
462
$2.79M 0.02%
11,279
+5,893
463
$2.73M 0.02%
20,563
+5,080
464
$2.73M 0.02%
35,933
+7,150
465
$2.69M 0.02%
82,553
+15,543
466
$2.69M 0.02%
10,310
-482
467
$2.69M 0.02%
+428,300
468
$2.67M 0.02%
29,878
+16,448
469
$2.67M 0.02%
100,145
+15,811
470
$2.66M 0.02%
83,065
+19,798
471
$2.62M 0.02%
106,226
-187,836
472
$2.61M 0.02%
45,018
+10,743
473
$2.58M 0.02%
48,546
+9,198
474
$2.56M 0.02%
20,995
+4,070
475
$2.54M 0.02%
59,015
+14,017
17 18
19
20 21