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
$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
601
$396K ﹤0.01%
28,312
-4,947
602
$326K ﹤0.01%
4,252
+1,720
603
$322K ﹤0.01%
8,865
-83,007
604
$319K ﹤0.01%
2,810
+1,073
605
$313K ﹤0.01%
+16,000
606
$257K ﹤0.01%
10,309
-95,406
607
$238K ﹤0.01%
2,170
+897
608
$112K ﹤0.01%
14,251
+11
609
– –
-82,100
610
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611
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612
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613
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614
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615
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616
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617
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619
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620
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621
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623
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– –
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23 24
25
26 27