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
426
$2.1M 0.02%
40,914
+5,840
427
$2.09M 0.02%
31,300
-24,943
428
$2.05M 0.02%
30,121
-24,468
429
$2.03M 0.02%
8,300
-12,035
430
$2.02M 0.02%
23,987
-19,395
431
$2M 0.02%
+21,534
432
$1.99M 0.02%
+22,860
433
$1.98M 0.02%
39,205
+33,446
434
$1.97M 0.02%
17,526
-25,329
435
$1.97M 0.02%
20,490
-51,983
436
$1.96M 0.02%
42,507
-35,278
437
$1.93M 0.02%
144,345
-947
438
$1.86M 0.02%
66,665
+4,747
439
$1.84M 0.02%
3,742
+563
440
$1.82M 0.02%
30,044
+3,392
441
$1.82M 0.02%
106,513
+11,640
442
$1.81M 0.02%
25,534
-63,307
443
$1.79M 0.02%
51,510
-2,271
444
$1.77M 0.02%
44,260
+2,613
445
$1.77M 0.02%
148,206
+2,682
446
$1.73M 0.02%
32,687
-48,190
447
$1.73M 0.02%
15,013
+1,076
448
$1.73M 0.02%
17,329
-101,553
449
$1.73M 0.02%
+44,050
450
$1.73M 0.02%
103,603
+5,859
16 17
18
19 20