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
$9.53B
AUM Growth
-$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$184M
3
+$153M
4
PEP icon
PepsiCo
PEP
+$102M
5
KO icon
Coca-Cola
KO
+$91.1M

Top Sells

1
+$114M
2
+$85.9M
3
+$81M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$75.7M
5
WFC icon
Wells Fargo
WFC
+$74.3M

Sector Composition

1 Healthcare 17.23%
2 Technology 16.67%
3 Communication Services 14.1%
4 Consumer Staples 11.15%
5 Consumer Discretionary 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4.64M 0.04%
+94,100
302
$4.63M 0.04%
24,566
+3,256
303
$4.59M 0.04%
8,123
+1,151
304
$4.56M 0.04%
42,001
-62,202
305
$4.53M 0.04%
39,336
+4,915
306
$4.52M 0.04%
342,288
+30,116
307
$4.46M 0.04%
33,248
+2,189
308
$4.42M 0.04%
29,406
-9,160
309
$4.31M 0.04%
96,630
-23,873
310
$4.28M 0.04%
43,344
-1,447
311
$4.24M 0.04%
20,936
+1,188
312
$4.17M 0.04%
545,486
-757,097
313
$4.13M 0.04%
38,092
-79,793
314
$4.11M 0.04%
88,482
-73,004
315
$4.09M 0.04%
172,360
+4,753
316
$4.06M 0.04%
63,752
+9,400
317
$4.05M 0.04%
176,460
-254,790
318
$4.04M 0.04%
38,757
+20,061
319
$4.04M 0.04%
218,786
+36,807
320
$3.99M 0.04%
+61,700
321
$3.97M 0.04%
48,089
+2,460
322
$3.97M 0.04%
64,444
+5,752
323
$3.97M 0.04%
36,702
-51,648
324
$3.96M 0.04%
21,331
+2,581
325
$3.96M 0.04%
11,224
+746
11 12
13
14 15