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
$11.6B
AUM Growth
+$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$820M
2
+$116M
3
+$114M
4
UNH icon
UnitedHealth
UNH
+$79.2M
5
AABA
Altaba Inc
AABA
+$69.9M

Top Sells

1
+$150M
2
+$138M
3
+$72.4M
4
HAL icon
Halliburton
HAL
+$55.2M
5
BCR
CR Bard Inc.
BCR
+$55.1M

Sector Composition

1 Technology 23.54%
2 Healthcare 12.07%
3 Industrials 9.86%
4 Financials 9.85%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18.4M 0.13%
245,857
+36,746
127
$18.2M 0.13%
1,267,936
-111,571
128
$18.1M 0.13%
86,714
+34,423
129
$17.8M 0.13%
250,000
-77,200
130
$17.1M 0.12%
318,788
+87,321
131
$16.5M 0.12%
138,889
+38,556
132
$16.2M 0.12%
138,620
+38,705
133
$16.2M 0.12%
50,472
+13,971
134
$16.2M 0.12%
+300,000
135
$15.8M 0.11%
93,437
+73,368
136
$15.6M 0.11%
102,100
+2,100
137
$15.5M 0.11%
+87,500
138
$15M 0.11%
171,257
-115,433
139
$14.8M 0.11%
233,749
+13,982
140
$14.8M 0.11%
281,465
+75,469
141
$14.3M 0.1%
+171,000
142
$14.3M 0.1%
492,710
+30,019
143
$14.3M 0.1%
285,787
+245,574
144
$13.8M 0.1%
217,747
+47,969
145
$13.7M 0.1%
93,849
+26,051
146
$13.7M 0.1%
136,438
+83,479
147
$13.6M 0.1%
+900,000
148
$13.6M 0.1%
741,471
+138,303
149
$13.3M 0.1%
241,700
+64,426
150
$13.1M 0.09%
72,694
-77,656
4 5
6
7 8