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
$9.98B
AUM Growth
+$922M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$63.1M
3
+$57.7M
4
SHW icon
Sherwin-Williams
SHW
+$51.2M
5
MA icon
Mastercard
MA
+$46.2M

Top Sells

1
+$135M
2
+$123M
3
+$118M
4
MSFT icon
Microsoft
MSFT
+$78.8M
5
INTC icon
Intel
INTC
+$74.9M

Sector Composition

1 Technology 21.69%
2 Financials 14.49%
3 Communication Services 13.19%
4 Industrials 10.56%
5 Consumer Discretionary 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$833K 0.01%
48,006
-87,880
502
$801K 0.01%
23,869
+4,211
503
$780K 0.01%
45,476
+8,004
504
$776K 0.01%
9,058
+704
505
$768K 0.01%
10,091
-1,612
506
$755K 0.01%
16,435
+3,059
507
$729K 0.01%
4,290
-2,350
508
$722K 0.01%
19,000
+2,357
509
$703K 0.01%
7,203
+1,356
510
$660K 0.01%
41,924
+7,744
511
$657K 0.01%
15,950
+2,949
512
$637K 0.01%
17,450
-1,657,850
513
$636K 0.01%
18,873
+3,282
514
$608K 0.01%
8,283
+1,395
515
$604K 0.01%
134,522
+24,712
516
$586K 0.01%
52,085
+9,607
517
$573K 0.01%
19,008
-34,795
518
$568K 0.01%
33,197
+8,017
519
$566K 0.01%
15,793
-8,734
520
$546K 0.01%
30,615
-16,942
521
$520K 0.01%
33,266
+6,177
522
$510K 0.01%
8,548
+1,573
523
$485K ﹤0.01%
46,119
+8,326
524
$456K ﹤0.01%
22,182
-4,442
525
$436K ﹤0.01%
46,098
-84,402
19 20
21
22 23