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
401
$2.74M 0.02%
34,434
-2,351
402
$2.69M 0.02%
53,023
-2,880
403
$2.68M 0.02%
82,500
-750,760
404
$2.68M 0.02%
19,309
+716
405
$2.67M 0.02%
19,994
-7,656
406
$2.67M 0.02%
43,145
-65,124
407
$2.64M 0.02%
53,272
-18,906
408
$2.64M 0.02%
104,681
+13,147
409
$2.62M 0.02%
28,922
-1,989
410
$2.6M 0.02%
7,462
-838
411
$2.6M 0.02%
48,676
+23,591
412
$2.56M 0.02%
26,523
-9,554
413
$2.52M 0.02%
76,133
+34,584
414
$2.52M 0.02%
8,699
-525
415
$2.5M 0.02%
23,935
-36,079
416
$2.4M 0.02%
50,210
-70,178
417
$2.4M 0.02%
20,238
-157,359
418
$2.38M 0.02%
32,395
-48,786
419
$2.38M 0.02%
30,105
-1,195
420
$2.37M 0.02%
47,602
-2,483
421
$2.33M 0.02%
50,514
-996
422
$2.31M 0.02%
11,634
-47,957
423
$2.31M 0.02%
140,304
+87,606
424
$2.3M 0.02%
17,942
-20,815
425
$2.26M 0.02%
14,408
-95,175
15 16
17
18 19