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
126
$17.7M 0.14%
72,658
-16,521
127
$17.7M 0.14%
129,028
+68,576
128
$17.7M 0.14%
61,522
-162,363
129
$17.4M 0.14%
637,924
+269,910
130
$16.9M 0.14%
456,003
+272,743
131
$16.6M 0.14%
239,593
+106,173
132
$16.5M 0.14%
236,930
+179,497
133
$16.5M 0.14%
219,382
+109,274
134
$16.4M 0.13%
62,798
-1,508
135
$16.3M 0.13%
92,118
+8,675
136
$16M 0.13%
649,615
+288,826
137
$15.9M 0.13%
334,507
+39,202
138
$15.8M 0.13%
76,628
+62,934
139
$15.7M 0.13%
215,399
+18,847
140
$15.6M 0.13%
82,215
-31,380
141
$15.5M 0.13%
603,744
+318,719
142
$15.4M 0.13%
80,687
+8,626
143
$14.7M 0.12%
96,440
+72,577
144
$14.6M 0.12%
74,042
-26,687
145
$14.6M 0.12%
292,838
-23,244
146
$14.5M 0.12%
326,133
+298,257
147
$14.3M 0.12%
124,915
-45,012
148
$14.3M 0.12%
200,509
+89,182
149
$13.2M 0.11%
313,385
-688,138
150
$13.2M 0.11%
+415,400
4 5
6
7 8