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CWM

CIBC World Markets Portfolio holdings

AUM $19.9B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
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
+$370M
2
+$213M
3
+$138M
4
XOM icon
Exxon Mobil
XOM
+$117M
5
DIS icon
Walt Disney
DIS
+$81.1M

Top Sells

1
+$198M
2
+$159M
3
+$140M
4
HD icon
Home Depot
HD
+$121M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$86.7M

Sector Composition

1 Technology 17.06%
2 Consumer Staples 14.58%
3 Financials 11.79%
4 Healthcare 11.31%
5 Communication Services 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$121K ﹤0.01%
+4,410
552
$58K ﹤0.01%
+1,390
553
– –
0
554
– –
-94,100
555
– –
-15,400
556
– –
-486,400
557
– –
0
558
– –
-17,400
559
– –
-388,500
560
– –
-11,361
561
– –
-377,732
562
– –
0
563
– –
-58,800
564
– –
-40,900
565
– –
0
566
– –
-79,423
567
– –
0
568
– –
-3,217
569
– –
-12,900
570
– –
-1,189,000
571
– –
-78,410
572
– –
0
573
– –
0
574
– –
-45,538
575
– –
-77,900
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