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
$29.6M
AUM Growth
-$9.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$3.01M
3
+$2.61M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.34M
5
JOY
Joy Global Inc
JOY
+$1.03M

Top Sells

1
+$6.64M
2
+$5.58M
3
+$2.23M
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$1.89M
5
CAT icon
Caterpillar
CAT
+$1.74M

Sector Composition

1 Financials 20.46%
2 Consumer Staples 11.34%
3 Consumer Discretionary 7.75%
4 Materials 7.53%
5 Energy 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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29
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-7,201
30
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-40,662
31
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32
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-33,741
33
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-19,341
34
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35
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36
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41
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42
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43
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-33,226
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