CWM
CIBC World Markets Portfolio holdings
AUM
$15.1B
This Quarter Return
+0.87%
1 Year Return
+22.72%
3 Year Return
+92.58%
5 Year Return
+172.18%
10 Year Return
+350.8%
AUM
$29.6M
AUM Growth
+$29.6M
(-24%)
Cap. Flow
-$11.2M
Cap. Flow
% of AUM
-37.88%
Top 10 Holdings %
Top 10 Hldgs %
91.48%
Holding
47
New
8
Increased
4
Reduced
3
Closed
11
Top Buys
| 1 |
Citigroup
C
|
$2.88M |
| 2 |
Wells Fargo
WFC
|
$2.79M |
| 3 |
Herbalife
HLF
|
$2.7M |
| 4 |
CHK
Chesapeake Energy Corporation
CHK
|
$1.34M |
| 5 |
JOY
Joy Global Inc
JOY
|
$1.08M |
Top Sells
| 1 |
Marathon Petroleum
MPC
|
$6.64M |
| 2 |
B
Barrick Mining Corporation
B
|
$5.14M |
| 3 |
WFT
Weatherford International plc
WFT
|
$2.23M |
| 4 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
$1.89M |
| 5 |
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% |
