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
176
$525K 0.01%
6,147
-14,172
177
$525K 0.01%
8,162
-18,908
178
$512K 0.01%
+10,252
179
$500K 0.01%
5,303
-7,067
180
$475K 0.01%
2,196
-160,304
181
$462K 0.01%
17,711
-42,187
182
$447K 0.01%
8,986
-20,972
183
$442K 0.01%
5,063
-11,602
184
$436K 0.01%
2,349
+71
185
$424K 0.01%
4,383
-108
186
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7,325
-16,878
187
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6,861
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188
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10,746
-24,671
189
$412K 0.01%
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-30,698
190
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193
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194
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10,249
-28,703
195
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7,385
-17,785
196
$355K 0.01%
5,272
-11,764
197
$337K 0.01%
7,235
-17,330
198
$325K 0.01%
2,783
-6,351
199
$316K 0.01%
12,582
-28,669
200
$311K 0.01%
4,293
-10,837
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8
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