CWM
CIBC World Markets Portfolio holdings
AUM
$15.1B
1-Year Return
22.72%
This Quarter Return
+14.79%
1 Year Return
+22.72%
3 Year Return
+92.58%
5 Year Return
+172.18%
10 Year Return
+350.8%
AUM
$15.1B
AUM Growth
+$2.46B
(+20%)
Cap. Flow
+$1.03B
Cap. Flow
% of AUM
6.84%
Top 10 Holdings %
Top 10 Hldgs %
40.96%
Holding
1,919
New
71
Increased
399
Reduced
991
Closed
438
Top Buys
| 1 |
Apple
AAPL
|
$199M |
| 2 |
Broadcom
AVGO
|
$177M |
| 3 |
Mastercard
MA
|
$173M |
| 4 |
Meta Platforms (Facebook)
META
|
$145M |
| 5 |
Linde
LIN
|
$74.3M |
Top Sells
| 1 |
Microsoft
MSFT
|
$155M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$152M |
| 3 |
Honeywell
HON
|
$101M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$88.5M |
| 5 |
NVIDIA
NVDA
|
$63.5M |
Sector Composition
| 1 | Technology | 37.01% |
| 2 | Financials | 11.77% |
| 3 | Consumer Discretionary | 11.12% |
| 4 | Communication Services | 10.47% |
| 5 | Healthcare | 6.22% |
