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
$14.7B
AUM Growth
+$338M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$96.5M
2
+$71.3M
3
+$65.4M
4
ABBV icon
AbbVie
ABBV
+$63.5M
5
IYR icon
iShares US Real Estate ETF
IYR
+$51.5M

Top Sells

1
+$270M
2
+$160M
3
+$93M
4
KSU
Kansas City Southern
KSU
+$49.4M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$48.6M

Sector Composition

1 Communication Services 26.65%
2 Financials 16.49%
3 Technology 11.67%
4 Healthcare 10.64%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$85.1M 0.58%
503,002
-18,046
27
$84.9M 0.58%
1,390,750
+26,200
28
$82.6M 0.56%
289,138
+2,159
29
$82.1M 0.56%
250,185
-7,303
30
$80M 0.54%
1,019,389
-25,598
31
$78M 0.53%
1,393,771
+375,963
32
$76.7M 0.52%
1,462,051
+690,955
33
$76.2M 0.52%
287,087
+81,914
34
$75.1M 0.51%
739,828
-18,594
35
$73.2M 0.5%
678,748
+556,116
36
$71.2M 0.48%
1,532,424
+695,430
37
$71.2M 0.48%
2,232,300
38
$68.5M 0.47%
463,000
39
$66.5M 0.45%
245,014
-81,458
40
$63.6M 0.43%
285,383
-159,192
41
$60.4M 0.41%
360,243
+10,833
42
$59.1M 0.4%
226,958
-81,338
43
$58.8M 0.4%
1,366,801
+978,142
44
$58.5M 0.4%
466,295
+132,447
45
$57.2M 0.39%
761,429
+401,959
46
$54.4M 0.37%
256,380
+24,492
47
$54.4M 0.37%
3,039,682
48
$53.9M 0.37%
917,131
-55,286
49
$53.9M 0.37%
360,839
-5,125
50
$53.8M 0.37%
794,506
-18,206
1
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