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
$10.7B
AUM Growth
+$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$98.3M
3
+$84.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$62.1M
5
AAPL icon
Apple
AAPL
+$56M

Top Sells

1
+$416M
2
+$222M
3
+$204M
4
XOM icon
Exxon Mobil
XOM
+$98.1M
5
DIS icon
Walt Disney
DIS
+$71.3M

Sector Composition

1 Technology 16.44%
2 Consumer Staples 14.02%
3 Communication Services 12.59%
4 Financials 10.89%
5 Healthcare 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$35.1M 0.27%
663,950
+498,432
77
$34.6M 0.27%
411,212
-25,611
78
$34.3M 0.26%
185,509
+30,996
79
$34.3M 0.26%
225,853
+40,423
80
$34M 0.26%
+575,100
81
$33.2M 0.26%
328,305
+41,289
82
$33.1M 0.26%
1,151,290
+191,160
83
$33.1M 0.25%
180,718
-94,338
84
$32.9M 0.25%
381,916
+283,131
85
$32.7M 0.25%
258,430
+140,327
86
$32.4M 0.25%
237,381
+40,468
87
$31.7M 0.24%
325,447
-45,092
88
$31.5M 0.24%
901,684
+193,789
89
$30.6M 0.24%
+2,591,400
90
$30.2M 0.23%
432,119
+321,277
91
$29.8M 0.23%
241,575
+58,383
92
$29.7M 0.23%
234,722
+63,978
93
$29.2M 0.22%
347,771
-82,731
94
$29.1M 0.22%
92,970
+44,208
95
$29.1M 0.22%
7,084,960
+1,209,360
96
$28.6M 0.22%
897,380
+259,456
97
$28.4M 0.22%
774,862
+595,104
98
$27.9M 0.21%
+941,973
99
$27.4M 0.21%
690,711
-845,800
100
$27.4M 0.21%
549,185
+214,678
2 3
4
5 6