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
526
$925K 0.01%
20,211
-764
527
$906K 0.01%
14,949
-1,092
528
$906K 0.01%
6,985
-632
529
$894K 0.01%
23,700
-1,832
530
$861K 0.01%
23,402
-1,099
531
$856K 0.01%
47,860
-2,504
532
$834K 0.01%
37,406
-2,032
533
$818K 0.01%
23,556
534
$790K 0.01%
51,509
-21,441
535
$775K 0.01%
8,169
+891
536
$753K 0.01%
21,127
-1,607
537
$741K 0.01%
28,285
-1,537
538
$738K 0.01%
6,892
-462
539
$654K 0.01%
38,905
-4,933
540
$652K 0.01%
27,216
-1,479
541
$630K 0.01%
14,191
-1,695
542
$608K 0.01%
14,020
-749
543
$597K ﹤0.01%
21,000
-759,600
544
$595K ﹤0.01%
45,737
-2,451
545
$561K ﹤0.01%
15,449
-1,110
546
$526K ﹤0.01%
24,867
-28,259
547
$481K ﹤0.01%
+25,496
548
$435K ﹤0.01%
+3,365
549
$279K ﹤0.01%
+3,236
550
$179K ﹤0.01%
666
20 21
22
23 24