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
101
$8.22M 0.16%
+80,481
102
$7.85M 0.15%
+35,000
103
$7.67M 0.15%
+326,357
104
$7.6M 0.14%
57,665
-35,994
105
$7.2M 0.14%
69,941
-36,177
106
$6.75M 0.13%
77,330
-36,862
107
$6.69M 0.13%
57,965
-36,096
108
$6.57M 0.12%
57,344
-35,873
109
$6.25M 0.12%
+150,000
110
$6.11M 0.12%
231,072
+196,749
111
$5.99M 0.11%
+150,000
112
$5.94M 0.11%
38,954
+9,378
113
$5.54M 0.11%
+750,000
114
$5.12M 0.1%
57,669
-35,968
115
$5.07M 0.1%
159,824
-271,825
116
$4.95M 0.09%
59,805
-35,738
117
$4.55M 0.09%
+99,000
118
$4.06M 0.08%
60,998
-37,072
119
$4.05M 0.08%
122,200
-203,568
120
$4.04M 0.08%
+55,962
121
$4.01M 0.08%
70,000
-2,167,000
122
$3.9M 0.07%
+99,263
123
$3.75M 0.07%
62,950
-1,052,948
124
$3.74M 0.07%
+55,570
125
$3.71M 0.07%
+24,078
3 4
5
6 7