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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
$12.7B
AUM Growth
-$6.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$99.4M
2
+$85.2M
3
+$85M
4
KO icon
Coca-Cola
KO
+$81.8M
5
SPGI icon
S&P Global
SPGI
+$74M

Top Sells

1
+$1.28B
2
+$420M
3
+$298M
4
AAPL icon
Apple
AAPL
+$241M
5
DLTR icon
Dollar Tree
DLTR
+$231M

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
626
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-50,000
627
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-69,900
628
– –
-6,589
629
– –
-125,000
630
– –
-650,000
631
– –
-183,100
632
– –
-8,500
633
– –
-50,000
634
– –
-148,300
635
– –
0
636
– –
-134,393
637
– –
-136,100
638
– –
-47,900
639
– –
-58,000
640
– –
-344,045
641
– –
-796,375
642
– –
-236,000
643
– –
-44,500
644
– –
-2,175,283
645
– –
-20,000
646
– –
-82,100
647
– –
0
648
– –
0
649
– –
-50,000
650
– –
-76,080
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