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
$9.53B
AUM Growth
-$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$184M
3
+$153M
4
PEP icon
PepsiCo
PEP
+$102M
5
KO icon
Coca-Cola
KO
+$91.1M

Top Sells

1
+$114M
2
+$85.9M
3
+$81M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$75.7M
5
WFC icon
Wells Fargo
WFC
+$74.3M

Sector Composition

1 Healthcare 17.23%
2 Technology 16.67%
3 Communication Services 14.1%
4 Consumer Staples 11.15%
5 Consumer Discretionary 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.43M 0.01%
14,450
-20,707
477
$1.43M 0.01%
7,494
-6,071
478
$1.42M 0.01%
85,210
-117,430
479
$1.41M 0.01%
9,724
-7,937
480
$1.41M 0.01%
34,744
-20,822
481
$1.4M 0.01%
17,165
-24,757
482
$1.39M 0.01%
53,081
-18,283
483
$1.39M 0.01%
23,657
+1,327
484
$1.38M 0.01%
53,524
-17,866
485
$1.36M 0.01%
72,950
-71,686
486
$1.34M 0.01%
60,199
-22,116
487
$1.34M 0.01%
27,008
+1,052
488
$1.34M 0.01%
203,745
+144,378
489
$1.32M 0.01%
16,555
-13,193
490
$1.31M 0.01%
21,472
-17,088
491
$1.31M 0.01%
48,072
+2,544
492
$1.3M 0.01%
30,713
-37,080
493
$1.3M 0.01%
50,027
+2,943
494
$1.29M 0.01%
39,961
+2,250
495
$1.28M 0.01%
42,928
-59,210
496
$1.26M 0.01%
67,105
-23,034
497
$1.25M 0.01%
108,553
+92,242
498
$1.25M 0.01%
+39,200
499
$1.24M 0.01%
5,675
+291
500
$1.23M 0.01%
41,549
-51,714
18 19
20
21 22