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
76
$29.7M 0.23%
352,747
+28,792
77
$29.1M 0.23%
332,612
-678,721
78
$27.6M 0.22%
363,747
+47,869
79
$27.4M 0.21%
206,998
+1,687
80
$27.3M 0.21%
270,020
-253,935
81
$27.3M 0.21%
100,306
+92,047
82
$26.9M 0.21%
718,500
-425,150
83
$26.3M 0.21%
124,126
+11,730
84
$25.8M 0.2%
207,282
+50,312
85
$25.6M 0.2%
33,455
+2,684
86
$25.3M 0.2%
83,954
+8,815
87
$25.1M 0.2%
193,116
-99,556
88
$24.4M 0.19%
185,403
+9,415
89
$23.6M 0.18%
+245,579
90
$23.3M 0.18%
369,560
+52,780
91
$22.7M 0.18%
160,103
+8,119
92
$22.4M 0.18%
73,213
-7,162
93
$22.2M 0.17%
728,655
94
$22.1M 0.17%
319,184
+16,186
95
$21.8M 0.17%
241,485
+221,543
96
$21.6M 0.17%
101,069
+8,251
97
$21.3M 0.17%
+257,403
98
$21.2M 0.17%
+472,792
99
$21.1M 0.17%
61,370
+3,113
100
$20.2M 0.16%
118,472
+9,675
2 3
4
5 6