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
$18.8B
AUM Growth
+$4.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$596M
2
+$583M
3
+$515M
4
C icon
Citigroup
C
+$324M
5
PYPL icon
PayPal
PYPL
+$219M

Top Sells

1
+$235M
2
+$227M
3
+$139M
4
VZ icon
Verizon
VZ
+$101M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$71.2M

Sector Composition

1 Communication Services 27.07%
2 Technology 17.69%
3 Financials 14.44%
4 Healthcare 10.66%
5 Consumer Staples 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$348K ﹤0.01%
12,949
-8,361
577
$330K ﹤0.01%
5,206
-2,975
578
$326K ﹤0.01%
+6,000
579
$314K ﹤0.01%
7,215
-4,231
580
$311K ﹤0.01%
6,716
-3,904
581
$295K ﹤0.01%
13,496
-7,847
582
$289K ﹤0.01%
8,992
-5,208
583
$284K ﹤0.01%
4,021
-2,337
584
$276K ﹤0.01%
8,068
-4,692
585
$274K ﹤0.01%
13,190
-14,670
586
$270K ﹤0.01%
2,532
-1,491
587
$267K ﹤0.01%
1,428
-835
588
$236K ﹤0.01%
6,589
-4,114
589
$233K ﹤0.01%
4,467
-2,593
590
$219K ﹤0.01%
1,273
-748
591
$206K ﹤0.01%
1,737
-1,004
592
$164K ﹤0.01%
+26,200
593
$129K ﹤0.01%
14,240
-1,839
594
– –
-542,905
595
– –
-5,234
596
– –
-7,346
597
– –
-458,600
598
– –
-286,855
599
– –
-57,804
600
– –
-14,500
22 23
24
25 26