CWM

CIBC World Markets Portfolio holdings

AUM $19.9B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.9B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,152
New
Increased
Reduced
Closed

Top Buys

1 +$1.76B
2 +$1.74B
3 +$1.28B
4
AAPL icon
Apple
AAPL
+$747M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$673M

Top Sells

No sells this quarter

Sector Composition

1 Technology 31.85%
2 Consumer Discretionary 17.23%
3 Financials 12.76%
4 Communication Services 10.63%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IVV icon
176
iShares Core S&P 500 ETF
IVV
$750B
$14.9M 0.07%
+21,779
REGN icon
177
Regeneron Pharmaceuticals
REGN
$83.6B
$14.8M 0.07%
+19,155
OMC icon
178
Omnicom Group
OMC
$26.5B
$14.8M 0.07%
+182,721
MEDP icon
179
Medpace
MEDP
$13B
$14.7M 0.07%
+26,167
HLT icon
180
Hilton Worldwide
HLT
$69.9B
$14.7M 0.07%
+51,055
COO icon
181
Cooper Companies
COO
$16.4B
$14.6M 0.07%
+177,655
CSX icon
182
CSX Corp
CSX
$80.3B
$14.4M 0.07%
+397,139
VTR icon
183
Ventas
VTR
$41.2B
$14.2M 0.07%
+182,970
ACWI icon
184
iShares MSCI ACWI ETF
ACWI
$28.8B
$14.1M 0.07%
+100,000
MCK icon
185
McKesson
MCK
$121B
$14.1M 0.07%
+17,203
VERX icon
186
Vertex
VERX
$2.3B
$14.1M 0.07%
+704,642
MRSH
187
Marsh
MRSH
$90.3B
$14M 0.07%
+75,653
CVS icon
188
CVS Health
CVS
$104B
$14M 0.07%
+176,549
SO icon
189
Southern Company
SO
$107B
$13.8M 0.07%
+157,721
TTD icon
190
Trade Desk
TTD
$11.8B
$13.6M 0.07%
+357,821
DUK icon
191
Duke Energy
DUK
$102B
$13.2M 0.07%
+112,850
CHTR icon
192
Charter Communications
CHTR
$29.5B
$13.1M 0.07%
+62,615
WM icon
193
Waste Management
WM
$98B
$13M 0.07%
+59,203
KMB icon
194
Kimberly-Clark
KMB
$36.4B
$13M 0.07%
+128,872
LYV icon
195
Live Nation Entertainment
LYV
$37.6B
$12.9M 0.06%
+90,583
SYY icon
196
Sysco
SYY
$43.3B
$12.9M 0.06%
+174,547
XLK icon
197
State Street Technology Select Sector SPDR ETF
XLK
$88.2B
$12.7M 0.06%
+88,424
BRX icon
198
Brixmor Property Group
BRX
$9.39B
$12.7M 0.06%
+485,249
CVNA icon
199
Carvana
CVNA
$46.1B
$12.7M 0.06%
+30,080
GRMN icon
200
Garmin
GRMN
$49.1B
$12.5M 0.06%
+61,740