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
1
$395M 3.04%
2,945,592
-315,312
2
$289M 2.23%
5,842,236
+1,132,568
3
$276M 2.13%
1,432,497
+197,644
4
$232M 1.79%
2,119,440
-151,554
5
$184M 1.42%
3,403,080
+1,146,740
6
$160M 1.23%
3,137,162
-202,868
7
$158M 1.22%
1,134,747
+58,219
8
$148M 1.14%
2,744,080
+427,300
9
$147M 1.13%
500,000
+495,100
10
$144M 1.11%
1,275,000
11
$142M 1.09%
1,082,317
-105,726
12
$136M 1.05%
1,437,400
-265,380
13
$136M 1.05%
675,734
+489,576
14
$119M 0.91%
3,219,486
-276,558
15
$112M 0.86%
1,428,058
+220,730
16
$108M 0.83%
619,549
-2,396,296
17
$101M 0.78%
726,269
-510,721
18
$99.9M 0.77%
409,592
+87,905
19
$97.3M 0.75%
2,032,906
+283,682
20
$97M 0.75%
2,048,365
+803,509
21
$92.9M 0.72%
2,197,865
+650,777
22
$91M 0.7%
1,593,493
+190,290
23
$87.5M 0.67%
3,455,214
+153,627
24
$86.4M 0.67%
1,144,570
+314,550
25
$84.2M 0.65%
+1,121,446
1
2 3 4 5