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
$9.94B
AUM Growth
+$413M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
596
New
Increased
Reduced
Closed

Top Buys

1
+$401M
2
+$222M
3
+$140M
4
XOM icon
Exxon Mobil
XOM
+$124M
5
DIS icon
Walt Disney
DIS
+$80.6M

Top Sells

1
+$206M
2
+$167M
3
+$149M
4
HD icon
Home Depot
HD
+$126M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$90.2M

Sector Composition

1 Technology 17.08%
2 Consumer Staples 14.58%
3 Financials 11.79%
4 Healthcare 11.31%
5 Communication Services 11.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$46.8M 0.38%
495,627
-197,123
52
$46.3M 0.38%
241,188
-657,340
53
$45.5M 0.37%
275,056
-35,654
54
$43.9M 0.36%
408,158
-747,959
55
$43.8M 0.36%
387,674
-207,899
56
$43.4M 0.35%
321,447
+68,240
57
$40.9M 0.33%
235,404
+85,853
58
$39.8M 0.33%
418,271
-232,859
59
$39.3M 0.32%
1,204,664
+914,656
60
$38.6M 0.32%
311,921
+133,429
61
$38.2M 0.31%
200,959
-98,819
62
$38.1M 0.31%
1,299,781
-822,781
63
$36.9M 0.3%
106,374
+2,460
64
$36.9M 0.3%
2,596,200
+2,425,500
65
$36.3M 0.3%
430,502
-280,847
66
$36.1M 0.3%
747,324
-382,020
67
$34.9M 0.29%
436,823
-132,805
68
$33.7M 0.28%
370,539
-65,048
69
$33.4M 0.27%
346,551
+1,251
70
$33.2M 0.27%
617,649
+4,721
71
$33.1M 0.27%
726,744
+136,568
72
$32.8M 0.27%
186,158
+5,277
73
$31.2M 0.26%
686,151
+191,469
74
$30.6M 0.25%
377,583
+115,748
75
$29.8M 0.24%
266,694
+145,665
1 2
3
4 5