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
451
$1.71M 0.02%
143,268
-112,748
452
$1.69M 0.02%
17,730
-14,259
453
$1.69M 0.02%
14,119
-69,870
454
$1.62M 0.02%
36,752
+1,852
455
$1.6M 0.01%
13,706
-7,393
456
$1.6M 0.01%
42,191
-58,077
457
$1.6M 0.01%
17,663
+992
458
$1.58M 0.01%
8,334
+1,321
459
$1.57M 0.01%
40,537
+5,729
460
$1.56M 0.01%
53,280
-43,000
461
$1.56M 0.01%
35,496
+1,274
462
$1.55M 0.01%
22,576
-12
463
$1.54M 0.01%
71,824
-5,869
464
$1.53M 0.01%
15,662
+858
465
$1.53M 0.01%
29,822
+1,266
466
$1.53M 0.01%
24,380
-34,368
467
$1.53M 0.01%
23,055
-32,415
468
$1.52M 0.01%
38,470
+3,195
469
$1.52M 0.01%
15,893
+894
470
$1.5M 0.01%
24,176
+1,361
471
$1.49M 0.01%
16,009
-14,021
472
$1.48M 0.01%
65,480
-29,453
473
$1.47M 0.01%
170,700
-236,400
474
$1.45M 0.01%
14,184
-54,426
475
$1.44M 0.01%
61,874
-49,670
17 18
19
20 21