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
201
$310K 0.01%
32,760
-74,760
202
$306K 0.01%
3,308
-7,393
203
$303K 0.01%
6,749
-159
204
$302K 0.01%
1,270
-2,949
205
$299K 0.01%
12,911
+192
206
$292K 0.01%
3,832
-8,984
207
$291K 0.01%
4,900
-11,209
208
$283K 0.01%
4,762
-11,018
209
$282K 0.01%
5,181
-11,913
210
$280K 0.01%
3,441
-7,869
211
$279K 0.01%
8,447
-19,457
212
$273K 0.01%
4,264
-9,835
213
$273K 0.01%
+8,802
214
$270K 0.01%
2,410
-5,865
215
$270K 0.01%
7,097
-16,255
216
$259K ﹤0.01%
6,066
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217
$257K ﹤0.01%
3,316
-7,989
218
$247K ﹤0.01%
23,628
-54,220
219
$241K ﹤0.01%
2,989
-263
220
$240K ﹤0.01%
4,379
-10,538
221
$226K ﹤0.01%
+2,592
222
$226K ﹤0.01%
7,736
-17,836
223
$221K ﹤0.01%
4,992
-1,672
224
$219K ﹤0.01%
4,131
-161
225
$211K ﹤0.01%
6,961
-15,975
7 8
9
10 11