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
451
$1.93M 0.02%
13,842
-277
452
$1.91M 0.02%
134,768
-9,577
453
$1.9M 0.02%
24,374
-26,466
454
$1.86M 0.02%
44,998
-692,808
455
$1.86M 0.02%
39,116
-3,075
456
$1.85M 0.02%
98,055
-5,548
457
$1.84M 0.02%
15,483
-2,043
458
$1.76M 0.01%
138,620
-9,586
459
$1.75M 0.01%
15,980
+87
460
$1.74M 0.01%
36,276
-27,327
461
$1.73M 0.01%
+23,416
462
$1.72M 0.01%
34,275
-2,477
463
$1.72M 0.01%
16,857
-806
464
$1.66M 0.01%
36,497
-1,973
465
$1.64M 0.01%
30,273
-10,641
466
$1.59M 0.01%
+15,479
467
$1.59M 0.01%
27,053
-2,769
468
$1.59M 0.01%
87,702
-1,254,185
469
$1.58M 0.01%
37,211
-59,134
470
$1.57M 0.01%
22,523
-1,857
471
$1.55M 0.01%
6,970
-1,364
472
$1.55M 0.01%
48,445
-1,420
473
$1.55M 0.01%
22,960
-1,216
474
$1.54M 0.01%
21,056
-1,520
475
$1.53M 0.01%
16,892
+337
17 18
19
20 21