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
$12.7B
AUM Growth
-$6.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$91M
2
+$83.4M
3
+$81.4M
4
WFC icon
Wells Fargo
WFC
+$77.1M
5
SPGI icon
S&P Global
SPGI
+$74.6M

Top Sells

1
+$1.14B
2
+$457M
3
+$307M
4
DLTR icon
Dollar Tree
DLTR
+$261M
5
AAPL icon
Apple
AAPL
+$250M

Sector Composition

1 Technology 16.05%
2 Financials 15.86%
3 Communication Services 15.24%
4 Consumer Staples 12.97%
5 Healthcare 12.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$603K ﹤0.01%
9,004
+3,723
577
$599K ﹤0.01%
5,456
+2,259
578
$597K ﹤0.01%
16,057
+6,250
579
$594K ﹤0.01%
21,810
-72,979
580
$571K ﹤0.01%
14,883
+6,155
581
$569K ﹤0.01%
8,321
+3,466
582
$567K ﹤0.01%
16,557
+6,849
583
$555K ﹤0.01%
25,352
+12,162
584
$546K ﹤0.01%
10,068
+4,169
585
$544K ﹤0.01%
6,064
-135
586
$535K ﹤0.01%
6,853
+2,832
587
$526K ﹤0.01%
23,761
-221,794
588
$510K ﹤0.01%
7,984
+3,236
589
$510K ﹤0.01%
+6,399
590
$505K ﹤0.01%
6,814
+814
591
$493K ﹤0.01%
23,018
+9,522
592
$487K ﹤0.01%
2,440
+1,012
593
$485K ﹤0.01%
14,863
+5,871
594
$482K ﹤0.01%
13,757
+5,689
595
$480K ﹤0.01%
15,181
-172,226
596
$461K ﹤0.01%
18,467
-239,895
597
$444K ﹤0.01%
7,652
+3,185
598
$429K ﹤0.01%
10,102
-1,742
599
$414K ﹤0.01%
3,331
+1,375
600
$399K ﹤0.01%
+24,546
22 23
24
25 26