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
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-387,204
603
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-463,000
604
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-42,000
605
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-113,900
606
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-95,300
607
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-193,300
608
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0
609
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-2,170
610
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-254,500
611
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0
612
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-3,950
613
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-495,897
614
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-616,332
615
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616
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-176,100
617
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-24,546
618
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619
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620
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0
621
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622
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-60,523
623
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-18,467
624
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-100,403
625
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-100,000
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