CWM
CIBC World Markets Portfolio holdings
AUM
$15.1B
1-Year Return
22.72%
This Quarter Return
-7.49%
1 Year Return
+22.72%
3 Year Return
+92.58%
5 Year Return
+172.18%
10 Year Return
+350.8%
AUM
$7.19B
AUM Growth
-$3.45B
(-32%)
Cap. Flow
-$2.64B
Cap. Flow
% of AUM
-36.77%
Top 10 Holdings %
Top 10 Hldgs %
56.27%
Holding
639
New
34
Increased
22
Reduced
480
Closed
96
Top Buys
| 1 |
Uber
UBER
|
$24.9M |
| 2 |
Public Storage
PSA
|
$22.8M |
| 3 |
Royalty Pharma
RPRX
|
$22.1M |
| 4 |
Invesco QQQ Trust
QQQ
|
$19.4M |
| 5 |
Gilead Sciences
GILD
|
$14.6M |
Top Sells
| 1 |
Apple
AAPL
|
$260M |
| 2 |
Amazon
AMZN
|
$219M |
| 3 |
Microsoft
MSFT
|
$152M |
| 4 |
Philip Morris
PM
|
$91.5M |
| 5 |
Tesla
TSLA
|
$69.3M |
Sector Composition
| 1 | Financials | 18.88% |
| 2 | Consumer Staples | 16.87% |
| 3 | Communication Services | 15.67% |
| 4 | Technology | 14.44% |
| 5 | Consumer Discretionary | 8.95% |
