CWM
CIBC World Markets Portfolio holdings
AUM
$15.1B
This Quarter Return
+6.28%
1 Year Return
+22.72%
3 Year Return
+92.58%
5 Year Return
+172.18%
10 Year Return
+350.8%
AUM
$11.6B
AUM Growth
+$11.6B
(+32%)
Cap. Flow
+$2.31B
Cap. Flow
% of AUM
19.88%
Top 10 Holdings %
Top 10 Hldgs %
29.13%
Holding
602
New
28
Increased
430
Reduced
109
Closed
20
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$820M |
| 2 |
Apple
AAPL
|
$116M |
| 3 |
NVIDIA
NVDA
|
$114M |
| 4 |
UnitedHealth
UNH
|
$79.2M |
| 5 |
AABA
Altaba Inc. Common Stock
AABA
|
$69.9M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$150M |
| 2 |
Alibaba
BABA
|
$138M |
| 3 |
McDonald's
MCD
|
$72.4M |
| 4 |
Halliburton
HAL
|
$55.2M |
| 5 |
BCR
CR Bard Inc.
BCR
|
$55.1M |
Sector Composition
| 1 | Technology | 23.54% |
| 2 | Healthcare | 12.07% |
| 3 | Industrials | 9.86% |
| 4 | Financials | 9.85% |
| 5 | Communication Services | 9.38% |