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
326
$3.97M 0.03%
51,163
-1,283
327
$3.97M 0.03%
45,509
+425
328
$3.96M 0.03%
87,200
-7,950
329
$3.89M 0.03%
34,726
+14,236
330
$3.85M 0.03%
40,513
-336,360
331
$3.83M 0.03%
24,270
-1,546
332
$3.83M 0.03%
80,500
-50,178
333
$3.72M 0.03%
21,690
-1,364
334
$3.72M 0.03%
27,973
-1,896
335
$3.71M 0.03%
20,306
+207
336
$3.7M 0.03%
8,159
-290
337
$3.69M 0.03%
48,987
-2,454
338
$3.68M 0.03%
18,342
-955
339
$3.66M 0.03%
42,527
-56,851
340
$3.61M 0.03%
27,472
-10,620
341
$3.57M 0.03%
34,303
-11,914
342
$3.56M 0.03%
154,942
-2,087,963
343
$3.52M 0.03%
66,269
-2,483
344
$3.52M 0.03%
20,043
-9,363
345
$3.51M 0.03%
11,662
+3,721
346
$3.5M 0.03%
108,900
-71,500
347
$3.5M 0.03%
47,240
-16,512
348
$3.5M 0.03%
123,430
-47,537
349
$3.48M 0.03%
62,665
+47,418
350
$3.48M 0.03%
42,192
-1,797
12 13
14
15 16