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
26
$79.5M 0.65%
321,687
-13,798
27
$79.5M 0.65%
796,176
+176,874
28
$78.2M 0.64%
3,301,587
+426,142
29
$71.5M 0.58%
1,244,856
+584,595
30
$70.9M 0.58%
292,673
+64,252
31
$67.7M 0.55%
830,020
+523,813
32
$66.9M 0.55%
1,536,511
+343,171
33
$66.5M 0.54%
2,411,093
+846,291
34
$62.6M 0.51%
1,158,634
+21,149
35
$61.9M 0.51%
1,547,088
-3,727,844
36
$61.7M 0.51%
1,532,180
-1,016,644
37
$59.2M 0.48%
745,373
-806,242
38
$57.6M 0.47%
862,718
+701,986
39
$56.7M 0.46%
1,281,660
+1,202,184
40
$56.2M 0.46%
1,126,267
+458,436
41
$55.7M 0.46%
1,561,210
-132,190
42
$55.5M 0.45%
349,042
-481,794
43
$54M 0.44%
533,363
-330,436
44
$53.5M 0.44%
561,963
+480,791
45
$52.3M 0.43%
1,500,000
-750,000
46
$51.7M 0.42%
257,500
-14,106
47
$51.6M 0.42%
861,741
+439,712
48
$49.6M 0.41%
723,026
+330,897
49
$48M 0.39%
758,757
+364,948
50
$47.3M 0.39%
364,676
+58,901
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