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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
$10.6B
AUM Growth
-$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$724M
2
+$278M
3
+$160M
4
MSFT icon
Microsoft
MSFT
+$145M
5
TSLA icon
Tesla
TSLA
+$136M

Top Sells

1
+$131M
2
+$129M
3
+$106M
4
KO icon
Coca-Cola
KO
+$101M
5
IYR icon
iShares US Real Estate ETF
IYR
+$94.6M

Sector Composition

1 Technology 17.59%
2 Consumer Staples 16.12%
3 Financials 15.96%
4 Communication Services 14.37%
5 Consumer Discretionary 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$45K ﹤0.01%
12,337
-1,914
602
– –
-387,204
603
– –
-95,300
604
– –
-193,300
605
– –
0
606
– –
-2,170
607
– –
-254,500
608
– –
0
609
– –
-3,950
610
– –
-495,897
611
– –
-616,332
612
– –
-128,000
613
– –
-176,100
614
– –
-24,546
615
– –
-715,100
616
– –
-32,000
617
– –
0
618
– –
-100,000
619
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-16,000
620
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-463,000
621
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-42,000
622
– –
-113,900
623
– –
-319,500
624
– –
-60,523
625
– –
-18,467
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