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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
$10.2B
AUM Growth
-$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$140M
3
+$138M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$103M
5
HD icon
Home Depot
HD
+$83.5M

Top Sells

1
+$381M
2
+$228M
3
+$226M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$99.2M
5
LIN icon
Linde
LIN
+$94.2M

Sector Composition

1 Technology 25.1%
2 Financials 19.61%
3 Consumer Discretionary 14.07%
4 Communication Services 12.83%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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602
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603
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604
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605
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606
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-240,000
607
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608
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-93,576
609
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0
610
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611
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-249,024
612
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-94,675
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-14,749
615
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0
616
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617
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618
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619
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621
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622
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0
623
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624
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0
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