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
351
$3.4M 0.03%
137,470
+116,879
352
$3.4M 0.03%
116,407
-3,682
353
$3.4M 0.03%
51,441
+2,906
354
$3.39M 0.03%
37,930
+1,041
355
$3.38M 0.03%
23,596
+4,646
356
$3.36M 0.03%
19,297
+1,081
357
$3.31M 0.03%
78,432
-38,633
358
$3.3M 0.03%
75,756
-3,306
359
$3.27M 0.03%
50,965
-1,603
360
$3.26M 0.03%
23,273
+1,271
361
$3.26M 0.03%
29,869
-25,683
362
$3.25M 0.03%
31,772
+1,160
363
$3.23M 0.03%
+40,900
364
$3.22M 0.03%
27,650
+3,847
365
$3.16M 0.03%
26,379
-49,856
366
$3.16M 0.03%
34,947
-49,949
367
$3.14M 0.03%
83,228
-159,664
368
$3.14M 0.03%
23,863
-7,930
369
$3.12M 0.03%
36,981
-60,526
370
$3.11M 0.03%
79,476
-172,424
371
$3.1M 0.03%
33,599
-12,689
372
$3.1M 0.03%
57,433
-19,298
373
$3.07M 0.03%
28,800
+1,639
374
$3.06M 0.03%
120,722
+3,063
375
$3.04M 0.03%
69,910
+3,091
13 14
15
16 17