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
151
$13.1M 0.11%
+305,474
152
$13M 0.11%
112,820
+49,417
153
$12.7M 0.1%
118,103
+75,327
154
$12.7M 0.1%
114,898
+86,909
155
$12.7M 0.1%
331,764
-117,041
156
$12.7M 0.1%
47,800
+3,306
157
$12.7M 0.1%
88,446
+7,311
158
$12.6M 0.1%
86,043
-316,785
159
$12.5M 0.1%
41,573
-54,839
160
$12.4M 0.1%
166,213
-15,978
161
$11.9M 0.1%
156,768
-234,000
162
$11.8M 0.1%
455,670
+279,210
163
$11.8M 0.1%
317,381
-65,951
164
$11.7M 0.1%
701,728
+508,420
165
$11.7M 0.1%
216,956
+94,978
166
$11.5M 0.09%
205,045
-105,273
167
$11.5M 0.09%
58,415
-3,084
168
$11.5M 0.09%
256,642
+133,375
169
$11.3M 0.09%
61,198
-89,538
170
$11.2M 0.09%
271,733
-5,909
171
$11.1M 0.09%
280,725
+37,159
172
$11.1M 0.09%
47,088
-19,745
173
$11.1M 0.09%
148,049
+36,835
174
$10.9M 0.09%
36,173
-13,933
175
$10.9M 0.09%
394,061
+174,507
5 6
7
8 9