CWM

CIBC World Markets Portfolio holdings

AUM $15.1B
1-Year Est. Return 22.72%
This Quarter Est. Return
1 Year Est. Return
+22.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.93B
AUM Growth
+$977M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$141M
3
+$90.4M
4
PFE icon
Pfizer
PFE
+$90.2M
5
MSFT icon
Microsoft
MSFT
+$80M

Top Sells

1
+$256M
2
+$142M
3
+$124M
4
AAPL icon
Apple
AAPL
+$71.9M
5
MRK icon
Merck
MRK
+$62.7M

Sector Composition

1 Communication Services 22.98%
2 Technology 19.66%
3 Healthcare 13.09%
4 Consumer Staples 11.48%
5 Energy 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$21.9M 0.42%
637,929
-661,734
52
$20.6M 0.39%
307,988
+213,933
53
$20.6M 0.39%
123,475
+72,865
54
$20.6M 0.39%
1,216,000
-800,000
55
$20.3M 0.39%
+300,162
56
$20.2M 0.38%
+483,556
57
$20.2M 0.38%
+175,001
58
$19.2M 0.37%
350,000
+150,000
59
$19.1M 0.36%
+200,154
60
$19.1M 0.36%
+302,148
61
$17.8M 0.34%
520,000
62
$17.2M 0.33%
133,385
+38,796
63
$16.4M 0.31%
+260,004
64
$16.3M 0.31%
155,841
+103,657
65
$16M 0.3%
250,876
+101,640
66
$15.8M 0.3%
+403,309
67
$15.8M 0.3%
+267,000
68
$14.7M 0.28%
102,087
+99,395
69
$14.6M 0.28%
+238,548
70
$14.6M 0.28%
364,483
+345,739
71
$14.2M 0.27%
+597,273
72
$13.9M 0.26%
+341,556
73
$13.8M 0.26%
+1,050,000
74
$13.3M 0.25%
+171,969
75
$13.1M 0.25%
86,582
-189,634
1 2
3
4 5