CWM
CIBC World Markets Portfolio holdings
AUM
$15.1B
1-Year Return
22.72%
This Quarter Return
+12.05%
1 Year Return
+22.72%
3 Year Return
+92.58%
5 Year Return
+172.18%
10 Year Return
+350.8%
AUM
$9.94B
AUM Growth
+$413M
(+4.3%)
Cap. Flow
-$839M
Cap. Flow
% of AUM
-8.44%
Top 10 Holdings %
Top 10 Hldgs %
24.98%
Holding
596
New
24
Increased
164
Reduced
358
Closed
35
Top Buys
| 1 |
Visa
V
|
$401M |
| 2 |
Chevron
CVX
|
$222M |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$140M |
| 4 |
Exxon Mobil
XOM
|
$124M |
| 5 |
Walt Disney
DIS
|
$80.6M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$206M |
| 2 |
Meta Platforms (Facebook)
META
|
$167M |
| 3 |
Comcast
CMCSA
|
$149M |
| 4 |
Home Depot
HD
|
$126M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$90.2M |
Sector Composition
| 1 | Technology | 17.08% |
| 2 | Consumer Staples | 14.58% |
| 3 | Financials | 11.79% |
| 4 | Healthcare | 11.31% |
| 5 | Communication Services | 11.26% |
