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
151
$908K 0.02%
12,881
-573,703
152
$863K 0.02%
87,620
-200,930
153
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+22,394
154
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155
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2,082
-4,832
156
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157
$778K 0.01%
8,822
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158
$762K 0.01%
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159
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22,988
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160
$749K 0.01%
437,360
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161
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15,910
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162
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163
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164
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6,560
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165
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166
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167
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22,980
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172
$544K 0.01%
3,080
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173
$543K 0.01%
29,100
-68,385
174
$532K 0.01%
4,338
-10,754
175
$527K 0.01%
21,746
-52,073
5 6
7
8 9