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
426
$2.23M 0.02%
84,334
+1,311
427
$2.22M 0.02%
15,581
+568
428
$2.2M 0.02%
31,002
-1,685
429
$2.19M 0.02%
21,821
-1,039
430
$2.19M 0.02%
28,783
-1,338
431
$2.18M 0.02%
36,242
-28,202
432
$2.17M 0.02%
137,764
-6,673
433
$2.13M 0.02%
29,763
-281
434
$2.13M 0.02%
67,010
-7,723
435
$2.1M 0.02%
24,156
+169
436
$2.08M 0.02%
37,528
-56,625
437
$2.08M 0.02%
17,157
-172
438
$2.04M 0.02%
41,358
-2,902
439
$2.04M 0.02%
134,684
-8,584
440
$2.04M 0.02%
66,368
-544,881
441
$2.02M 0.02%
+60,000
442
$2.01M 0.02%
38,000
-44,300
443
$1.99M 0.02%
39,348
-3,159
444
$1.98M 0.02%
60,965
-296,363
445
$1.98M 0.02%
63,267
-3,398
446
$1.97M 0.02%
46,757
+28,549
447
$1.96M 0.02%
16,925
-805
448
$1.96M 0.02%
33,719
-53,830
449
$1.95M 0.02%
105,657
-856
450
$1.94M 0.02%
49,376
-3,904
16 17
18
19 20