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

Top Buys

1
+$91M
2
+$83.4M
3
+$81.4M
4
WFC icon
Wells Fargo
WFC
+$77.1M
5
SPGI icon
S&P Global
SPGI
+$74.6M

Top Sells

1
+$1.14B
2
+$457M
3
+$307M
4
DLTR icon
Dollar Tree
DLTR
+$261M
5
AAPL icon
Apple
AAPL
+$250M

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
51
$52.9M 0.41%
282,896
+36,999
52
$50.4M 0.39%
463,000
53
$48.1M 0.38%
862,275
-357,043
54
$46.8M 0.37%
163,340
+13,601
55
$45M 0.35%
243,844
+12,911
56
$43.1M 0.34%
363,776
+30,288
57
$42.1M 0.33%
198,466
-14,135
58
$41.6M 0.33%
255,788
-177,599
59
$40.1M 0.31%
639,338
+559,094
60
$38.9M 0.3%
200,132
-40,174
61
$38.4M 0.3%
147,669
-293,169
62
$38.2M 0.3%
171,476
+41,489
63
$37.8M 0.3%
722,700
+657,220
64
$37.7M 0.29%
50,799
-14,537
65
$36.2M 0.28%
79,353
-68,917
66
$35.9M 0.28%
177,364
+97,753
67
$35.7M 0.28%
195,177
+31,461
68
$34.6M 0.27%
94,630
+4,808
69
$34.2M 0.27%
249,280
-1,154,043
70
$33.6M 0.26%
86,071
+4,368
71
$33.3M 0.26%
287,562
-1,100,025
72
$32.9M 0.26%
171,904
+41,508
73
$32.7M 0.26%
448,423
+29,812
74
$30.9M 0.24%
337,909
+9,577
75
$30.2M 0.24%
+618,000
1 2
3
4 5