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
526
$898K 0.01%
53,126
-72,331
527
$897K 0.01%
30,541
-307,282
528
$867K 0.01%
22,792
-18,181
529
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58,833
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530
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16,041
-22,857
531
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13,360
-4,433
532
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39,438
-54,527
533
$795K 0.01%
20,975
-28,708
534
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24,501
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535
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7,617
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536
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22,734
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537
$769K 0.01%
25,532
-48,264
538
$768K 0.01%
29,822
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539
$760K 0.01%
52,698
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540
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541
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15,886
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542
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15,247
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543
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28,695
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544
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545
$717K 0.01%
7,354
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546
$681K 0.01%
43,838
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547
$670K 0.01%
12,900
-22,700
548
$665K 0.01%
23,556
549
$653K 0.01%
18,208
-63,841
550
$651K 0.01%
7,278
+322
20 21
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