CWM
CIBC World Markets Portfolio holdings
AUM
$15.1B
1-Year Return
22.72%
This Quarter Return
+0.5%
1 Year Return
+22.72%
3 Year Return
+92.58%
5 Year Return
+172.18%
10 Year Return
+350.8%
AUM
$14.7B
AUM Growth
+$338M
(+2.4%)
Cap. Flow
+$351M
Cap. Flow
% of AUM
2.39%
Top 10 Holdings %
Top 10 Hldgs %
43.64%
Holding
637
New
23
Increased
282
Reduced
289
Closed
31
Top Buys
| 1 |
Dollar Tree
DLTR
|
+$96M |
| 2 |
Johnson & Johnson
JNJ
|
+$67.5M |
| 3 |
UnitedHealth
UNH
|
+$61.7M |
| 4 |
AbbVie
ABBV
|
+$60M |
| 5 |
Tesla
TSLA
|
+$53.2M |
Top Sells
| 1 |
Goldman Sachs
GS
|
+$261M |
| 2 |
Apple
AAPL
|
+$154M |
| 3 |
Microsoft
MSFT
|
+$90.1M |
| 4 |
KSU
Kansas City Southern
KSU
|
+$48M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$47.2M |
Sector Composition
| 1 | Communication Services | 26.63% |
| 2 | Financials | 16.49% |
| 3 | Technology | 11.67% |
| 4 | Healthcare | 10.64% |
| 5 | Consumer Staples | 7.51% |
