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
201
$8.97M 0.07%
+190,400
202
$8.81M 0.07%
165,518
-7,261
203
$8.78M 0.07%
145,801
+111,057
204
$8.78M 0.07%
201,000
-394,426
205
$8.78M 0.07%
345,307
-43,646
206
$8.66M 0.07%
96,272
-140,622
207
$8.62M 0.07%
47,322
-141,270
208
$8.54M 0.07%
59,512
+6,229
209
$8.54M 0.07%
53,400
-2,630
210
$8.47M 0.07%
160,542
+85,358
211
$8.46M 0.07%
95,835
-2,898
212
$8.38M 0.07%
44,843
-102,661
213
$8.31M 0.07%
98,785
-4,481
214
$8.27M 0.07%
53,086
-1,177
215
$8.22M 0.07%
39,020
-4,809
216
$8.15M 0.07%
294,062
+222,238
217
$8.11M 0.07%
105,846
-112,300
218
$7.92M 0.06%
251,052
+185,572
219
$7.88M 0.06%
47,884
-2,068
220
$7.82M 0.06%
372,130
+35,035
221
$7.78M 0.06%
61,365
-50,833
222
$7.77M 0.06%
28,600
-27,100
223
$7.55M 0.06%
41,414
-1,769
224
$7.45M 0.06%
215,028
+161,947
225
$7.43M 0.06%
284,798
+224,599
7 8
9
10 11