CWM

CIBC World Markets Portfolio holdings

AUM $19.9B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.6B
AUM Growth
-$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$724M
2
+$278M
3
+$160M
4
MSFT icon
Microsoft
MSFT
+$145M
5
TSLA icon
Tesla
TSLA
+$136M

Top Sells

1
+$131M
2
+$129M
3
+$106M
4
KO icon
Coca-Cola
KO
+$101M
5
IYR icon
iShares US Real Estate ETF
IYR
+$94.6M

Sector Composition

1 Technology 17.59%
2 Consumer Staples 16.12%
3 Financials 15.96%
4 Communication Services 14.37%
5 Consumer Discretionary 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.55M 0.01%
12,513
+9,182
452
$1.55M 0.01%
11,093
+5,419
453
$1.54M 0.01%
44,995
-7,808
454
$1.54M 0.01%
14,631
-28,345
455
$1.53M 0.01%
22,324
+2,629
456
$1.53M 0.01%
39,857
+5,190
457
$1.53M 0.01%
24,695
-138,115
458
$1.52M 0.01%
7,532
-14,764
459
$1.51M 0.01%
14,020
+7,008
460
$1.5M 0.01%
15,779
+8,129
461
$1.5M 0.01%
14,124
+7,724
462
$1.5M 0.01%
41,394
+5,381
463
$1.49M 0.01%
7,971
-24,755
464
$1.49M 0.01%
10,528
-20,452
465
$1.48M 0.01%
+8,500
466
$1.47M 0.01%
63,041
-2,939
467
$1.46M 0.01%
25,657
+19,258
468
$1.45M 0.01%
17,468
-90,310
469
$1.45M 0.01%
56,253
+6,793
470
$1.44M 0.01%
6,990
-13,608
471
$1.41M 0.01%
11,647
+1,297
472
$1.39M 0.01%
51,373
+5,734
473
$1.39M 0.01%
4,205
-8,353
474
$1.38M 0.01%
98,819
-16,651
475
$1.37M 0.01%
14,548
+7,955
17 18
19
20 21