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
126
$20.8M 0.16%
471,188
+354,862
127
$20.7M 0.16%
380,144
+2,951
128
$20.4M 0.16%
249,033
+33,634
129
$20.4M 0.16%
176,152
+148,894
130
$20.2M 0.16%
398,575
+315,175
131
$20M 0.15%
+123,200
132
$19.7M 0.15%
75,399
+12,601
133
$19.6M 0.15%
345,271
+241,679
134
$19.4M 0.15%
97,295
+52,452
135
$19.1M 0.15%
365,530
+72,692
136
$18.8M 0.14%
132,500
+81,500
137
$18.5M 0.14%
422,181
+108,796
138
$18.5M 0.14%
127,422
+94,542
139
$18.3M 0.14%
36,246
+24,980
140
$18.3M 0.14%
217,972
+51,759
141
$18.2M 0.14%
446,239
-43,858
142
$18.1M 0.14%
111,375
+58,289
143
$18.1M 0.14%
78,544
+58,281
144
$17.8M 0.14%
443,382
+286,294
145
$17.7M 0.14%
457,873
+186,140
146
$17.6M 0.14%
218,177
-21,416
147
$17.6M 0.14%
500,000
-1,000,000
148
$17.2M 0.13%
159,461
+117,883
149
$17.1M 0.13%
181,311
+166,461
150
$17M 0.13%
259,355
-983,802
4 5
6
7 8