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
$12.6B
AUM Growth
-$4.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,879
New
Increased
Reduced
Closed

Top Buys

1
+$195M
2
+$58.2M
3
+$36.2M
4
XP icon
XP
XP
+$25.2M
5
EA icon
Electronic Arts
EA
+$24.5M

Top Sells

1
+$559M
2
+$140M
3
+$127M
4
AAPL icon
Apple
AAPL
+$107M
5
LIN icon
Linde
LIN
+$102M

Sector Composition

1 Technology 31.33%
2 Financials 11.93%
3 Consumer Discretionary 10.24%
4 Communication Services 10.03%
5 Healthcare 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WELL icon
51
Welltower
WELL
$117B
$36.8M 0.29%
240,171
+9,253
WFC icon
52
Wells Fargo
WFC
$262B
$35.9M 0.28%
500,154
-209,868
INTC icon
53
Intel
INTC
$176B
$34.6M 0.27%
1,521,512
-287,498
BKNG icon
54
Booking.com
BKNG
$164B
$33.9M 0.27%
7,358
+1,413
BAC icon
55
Bank of America
BAC
$376B
$33.8M 0.27%
809,069
-1,116,951
AMGN icon
56
Amgen
AMGN
$161B
$33.7M 0.26%
108,112
-130,000
CAT icon
57
Caterpillar
CAT
$247B
$33.4M 0.26%
101,170
-116,511
EQIX icon
58
Equinix
EQIX
$79.7B
$33.2M 0.26%
40,723
-12,136
CMCSA icon
59
Comcast
CMCSA
$109B
$33.1M 0.26%
897,534
-256,423
CSCO icon
60
Cisco
CSCO
$277B
$32.3M 0.25%
523,700
-413,252
TMUS icon
61
T-Mobile US
TMUS
$258B
$32.2M 0.25%
120,677
-62,475
ICE icon
62
Intercontinental Exchange
ICE
$87.9B
$31.5M 0.25%
182,587
+91,968
MRK icon
63
Merck
MRK
$212B
$31.3M 0.25%
348,424
-192,325
TJX icon
64
TJX Companies
TJX
$160B
$30.4M 0.24%
249,902
+71,951
AXP icon
65
American Express
AXP
$241B
$29.8M 0.23%
110,633
-119,117
LOW icon
66
Lowe's Companies
LOW
$137B
$29.3M 0.23%
125,522
+35,984
MO icon
67
Altria Group
MO
$109B
$29.2M 0.23%
487,289
-108,151
MDLZ icon
68
Mondelez International
MDLZ
$80.8B
$27.8M 0.22%
409,662
-616,171
ABT icon
69
Abbott
ABT
$224B
$27.8M 0.22%
209,211
-64,717
ORCL icon
70
Oracle
ORCL
$830B
$27.7M 0.22%
198,219
-137,156
GE icon
71
GE Aerospace
GE
$318B
$26M 0.2%
129,871
-40,966
VRSK icon
72
Verisk Analytics
VRSK
$32.5B
$25.9M 0.2%
87,033
-8,430
CL icon
73
Colgate-Palmolive
CL
$63.9B
$25.9M 0.2%
276,329
-42,342
XP icon
74
XP
XP
$8.72B
$25.2M 0.2%
+1,832,600
SBUX icon
75
Starbucks
SBUX
$97B
$25.1M 0.2%
255,418
+51,493
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3
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