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
$3.93B
AUM Growth
+$977M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$141M
3
+$90.4M
4
PFE icon
Pfizer
PFE
+$90.2M
5
MSFT icon
Microsoft
MSFT
+$80M

Top Sells

1
+$256M
2
+$142M
3
+$124M
4
AAPL icon
Apple
AAPL
+$71.9M
5
MRK icon
Merck
MRK
+$62.7M

Sector Composition

1 Communication Services 22.98%
2 Technology 19.66%
3 Healthcare 13.09%
4 Consumer Staples 11.48%
5 Energy 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$33.4M 0.63%
+520,001
27
$32.9M 0.62%
600,447
-726,330
28
$32.4M 0.62%
858,720
+447,802
29
$32M 0.61%
294,639
+260,939
30
$31.9M 0.61%
+205,315
31
$30.9M 0.59%
810,850
+776,719
32
$30M 0.57%
+382,315
33
$29.1M 0.55%
1,211,079
+926,085
34
$28.9M 0.55%
+442,904
35
$28.5M 0.54%
105,477
+87,650
36
$28M 0.53%
370,825
-109
37
$27.1M 0.51%
+501,837
38
$27M 0.51%
193,074
+98,908
39
$25.8M 0.49%
82,478
-94,693
40
$25.6M 0.49%
404,134
+400,124
41
$24.8M 0.47%
372,202
42
$24.6M 0.47%
+175,000
43
$23.1M 0.44%
248,652
+153,704
44
$22.8M 0.43%
+1,723,701
45
$22.7M 0.43%
+305,980
46
$22.2M 0.42%
469,394
-1,039
47
$22.1M 0.42%
+371,612
48
$22.1M 0.42%
462,404
+421,585
49
$22M 0.42%
+226,705
50
$22M 0.42%
345,447
-149
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