CWM
CIBC World Markets Portfolio holdings
AUM
$15.1B
1-Year Return
22.72%
This Quarter Return
+9.81%
1 Year Return
+22.72%
3 Year Return
+92.58%
5 Year Return
+172.18%
10 Year Return
+350.8%
AUM
$12.3B
AUM Growth
+$6.21B
(+102%)
Cap. Flow
+$5.76B
Cap. Flow
% of AUM
46.77%
Top 10 Holdings %
Top 10 Hldgs %
38.64%
Holding
667
New
33
Increased
472
Reduced
61
Closed
87
Top Buys
| 1 |
Visa
V
|
$881M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$443M |
| 3 |
Microsoft
MSFT
|
$341M |
| 4 |
Apple
AAPL
|
$274M |
| 5 |
Cisco
CSCO
|
$229M |
Top Sells
| 1 |
iShares US Real Estate ETF
IYR
|
$386M |
| 2 |
Alkermes
ALKS
|
$143M |
| 3 |
Citigroup
C
|
$56.6M |
| 4 |
VICI Properties
VICI
|
$36.7M |
| 5 |
Prologis
PLD
|
$34.7M |
Sector Composition
| 1 | Technology | 25.56% |
| 2 | Financials | 18.98% |
| 3 | Consumer Discretionary | 12.64% |
| 4 | Communication Services | 9.83% |
| 5 | Healthcare | 6.94% |
