CWM

CIBC World Markets Portfolio holdings

AUM $15.1B
1-Year Est. Return 22.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.4B
AUM Growth
-$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
995
New
Increased
Reduced
Closed

Top Buys

1
+$785M
2
+$52.6M
3
+$44.6M
4
AMT icon
American Tower
AMT
+$44M
5
TGT icon
Target
TGT
+$32.5M

Top Sells

1
+$330M
2
+$220M
3
+$175M
4
JPM icon
JPMorgan Chase
JPM
+$173M
5
C icon
Citigroup
C
+$168M

Sector Composition

1 Communication Services 26.35%
2 Financials 19.33%
3 Technology 15.6%
4 Consumer Staples 7.3%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$377K ﹤0.01%
1,466
-3,624
602
$376K ﹤0.01%
3,265
-8,198
603
$361K ﹤0.01%
2,912
-7,175
604
$332K ﹤0.01%
1,355
-3,283
605
$330K ﹤0.01%
52,000
-248,000
606
$290K ﹤0.01%
4,433
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607
$257K ﹤0.01%
1,776
-4,412
608
$202K ﹤0.01%
5,709
-14,448
609
$105K ﹤0.01%
10,000
610
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612
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613
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615
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23 24
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