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
576
$706K 0.01%
+11,557
577
$705K 0.01%
23,556
578
$689K 0.01%
+5,620
579
$671K 0.01%
3,722
-166,941
580
$666K 0.01%
21,505
+17,095
581
$661K 0.01%
36,784
+8,499
582
$602K ﹤0.01%
+1,245
583
$600K ﹤0.01%
+16,183
584
$582K ﹤0.01%
18,276
+4,085
585
$522K ﹤0.01%
+7,674
586
$500K ﹤0.01%
+19,800
587
$489K ﹤0.01%
+4,772
588
$488K ﹤0.01%
+7,374
589
$477K ﹤0.01%
+2,802
590
$457K ﹤0.01%
+7,928
591
$418K ﹤0.01%
1,338
-70,436
592
$406K ﹤0.01%
11,000
-190,000
593
$402K ﹤0.01%
+2,818
594
$393K ﹤0.01%
+14,015
595
$382K ﹤0.01%
+8,586
596
$352K ﹤0.01%
+11,147
597
$342K ﹤0.01%
+9,551
598
$329K ﹤0.01%
10,000
-11,000
599
$328K ﹤0.01%
+7,815
600
$326K ﹤0.01%
+12,653
22 23
24
25 26