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
376
$2.99M 0.03%
62,410
-49,293
377
$2.97M 0.03%
141,690
-15,586
378
$2.95M 0.03%
3,521
-35,475
379
$2.95M 0.03%
43,989
+1,701
380
$2.92M 0.03%
49,768
+2,794
381
$2.9M 0.03%
19,082
+1,848
382
$2.9M 0.03%
63,603
+26,958
383
$2.88M 0.03%
27,989
-9,375
384
$2.87M 0.03%
87,105
+61,747
385
$2.87M 0.03%
20,099
+2,218
386
$2.87M 0.03%
8,449
-6,713
387
$2.83M 0.03%
36,077
+5,458
388
$2.83M 0.03%
+12,200
389
$2.8M 0.03%
+45,084
390
$2.79M 0.03%
21,863
+2,598
391
$2.77M 0.03%
193,308
-229,658
392
$2.77M 0.03%
46,907
+1,749
393
$2.76M 0.03%
20,489
-77,306
394
$2.76M 0.03%
55,903
-78,274
395
$2.74M 0.03%
40,423
-32,190
396
$2.73M 0.03%
37,897
-30,361
397
$2.72M 0.03%
208,304
-178,812
398
$2.69M 0.03%
34,861
-1,864
399
$2.69M 0.03%
72,178
+5,331
400
$2.66M 0.02%
63,356
-88,108
14 15
16
17 18