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
501
$1.3M 0.01%
8,601
-5
502
$1.3M 0.01%
15,331
-1,834
503
$1.3M 0.01%
19,965
-1,227
504
$1.3M 0.01%
+25,423
505
$1.29M 0.01%
+10,471
506
$1.22M 0.01%
10,029
-545
507
$1.19M 0.01%
26,285
-548
508
$1.18M 0.01%
41,683
-2,743
509
$1.16M 0.01%
5,386
-289
510
$1.16M 0.01%
20,642
-830
511
$1.12M 0.01%
27,572
-1,286
512
$1.12M 0.01%
8,425
-483
513
$1.1M 0.01%
13,430
-897
514
$1.06M 0.01%
158,063
-5,060
515
$1.06M 0.01%
31,245
-1,788
516
$1.03M 0.01%
55,802
-3,031
517
$1.03M 0.01%
37,068
-1,415
518
$1.03M 0.01%
8,139
-5,567
519
$1.01M 0.01%
52,581
-4,848
520
$996K 0.01%
11,448
-849
521
$991K 0.01%
21,961
-831
522
$978K 0.01%
40,719
-2,209
523
$971K 0.01%
33,349
524
$961K 0.01%
28,421
-2,120
525
$944K 0.01%
33,764
-2,311
19 20
21
22 23