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
176
$13.8M 0.11%
404,728
+221,860
177
$13.8M 0.11%
79,140
-3,075
178
$13.8M 0.11%
70,982
+23,098
179
$13.8M 0.11%
166,085
+122,378
180
$13.7M 0.11%
317,762
-14,002
181
$13.6M 0.1%
158,207
+81,774
182
$13.6M 0.1%
174,451
+17,683
183
$13.6M 0.1%
92,170
+20,171
184
$13.5M 0.1%
+135,000
185
$13.4M 0.1%
183,062
-17,447
186
$13.1M 0.1%
106,910
-280,764
187
$13M 0.1%
278,289
+205,945
188
$13M 0.1%
+1,000,100
189
$12.7M 0.1%
34,796
+13,224
190
$12.7M 0.1%
584,295
-65,320
191
$12.7M 0.1%
72,943
+25,621
192
$12.6M 0.1%
245,612
+195,402
193
$12.5M 0.1%
1,061,856
+150,808
194
$12.5M 0.1%
141,422
+45,150
195
$12.4M 0.1%
480,987
+91,242
196
$12.4M 0.1%
34,531
-1,642
197
$12.2M 0.09%
272,260
-8,465
198
$12.2M 0.09%
106,292
+55,887
199
$12.1M 0.09%
107,543
+18,266
200
$12.1M 0.09%
37,366
-583
6 7
8
9 10