CWM
CIBC World Markets Portfolio holdings
AUM
$15.1B
1-Year Return
22.72%
This Quarter Return
+2.72%
1 Year Return
+22.72%
3 Year Return
+92.58%
5 Year Return
+172.18%
10 Year Return
+350.8%
AUM
$9.19B
AUM Growth
+$5.26B
(+134%)
Cap. Flow
+$5.25B
Cap. Flow
% of AUM
57.06%
Top 10 Holdings %
Top 10 Hldgs %
35.46%
Holding
599
New
353
Increased
155
Reduced
38
Closed
29
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.23B |
| 2 |
Visa
V
|
$408M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$153M |
| 4 |
Apple
AAPL
|
$146M |
| 5 |
Air Products & Chemicals
APD
|
$138M |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$141M |
| 2 |
Meta Platforms (Facebook)
META
|
$108M |
| 3 |
LNKD
LinkedIn Corporation
LNKD
|
$105M |
| 4 |
Occidental Petroleum
OXY
|
$62.2M |
| 5 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$56.1M |
Sector Composition
| 1 | Technology | 16.86% |
| 2 | Healthcare | 11.87% |
| 3 | Financials | 9.75% |
| 4 | Communication Services | 8.62% |
| 5 | Consumer Staples | 7.47% |
