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
$9.94B
AUM Growth
+$413M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
596
New
Increased
Reduced
Closed

Top Buys

1
+$401M
2
+$222M
3
+$140M
4
XOM icon
Exxon Mobil
XOM
+$124M
5
DIS icon
Walt Disney
DIS
+$80.6M

Top Sells

1
+$206M
2
+$167M
3
+$149M
4
HD icon
Home Depot
HD
+$126M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$90.2M

Sector Composition

1 Technology 17.08%
2 Consumer Staples 14.58%
3 Financials 11.79%
4 Healthcare 11.31%
5 Communication Services 11.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.38M 0.04%
45,919
-36,946
277
$5.35M 0.04%
103,592
-5,262
278
$5.26M 0.04%
62,017
-41,489
279
$5.25M 0.04%
98,902
-34,304
280
$5.21M 0.04%
38,202
+146
281
$5.15M 0.04%
333,766
-8,522
282
$5.13M 0.04%
20,811
-520
283
$5.11M 0.04%
11,266
+42
284
$5.07M 0.04%
98,459
+8,657
285
$5.07M 0.04%
42,790
-554
286
$4.96M 0.04%
115,138
-8,373
287
$4.95M 0.04%
17,423
-6,764
288
$4.95M 0.04%
60,488
-672,960
289
$4.8M 0.04%
35,277
+8,898
290
$4.78M 0.04%
40,045
+2,115
291
$4.76M 0.04%
114,878
-16,330
292
$4.71M 0.04%
101,124
-6,467
293
$4.67M 0.04%
37,333
-4,668
294
$4.65M 0.04%
49,962
-92,470
295
$4.64M 0.04%
25,535
-16,929
296
$4.61M 0.04%
95,738
-892
297
$4.59M 0.04%
369,145
+31,294
298
$4.58M 0.04%
71,227
+3,849
299
$4.54M 0.04%
517,462
-28,024
300
$4.52M 0.04%
231,300
+146,090
10 11
12
13 14