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
$12.7B
AUM Growth
-$6.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$91M
2
+$83.4M
3
+$81.4M
4
WFC icon
Wells Fargo
WFC
+$77.1M
5
SPGI icon
S&P Global
SPGI
+$74.6M

Top Sells

1
+$1.14B
2
+$457M
3
+$307M
4
DLTR icon
Dollar Tree
DLTR
+$261M
5
AAPL icon
Apple
AAPL
+$250M

Sector Composition

1 Technology 16.05%
2 Financials 15.86%
3 Communication Services 15.24%
4 Consumer Staples 12.97%
5 Healthcare 12.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.48M 0.06%
85,877
-476,280
202
$7.45M 0.06%
67,578
+4,424
203
$7.43M 0.06%
198,345
+70,758
204
$7.41M 0.06%
193,300
+178,300
205
$7.38M 0.06%
53,114
+48,734
206
$7.29M 0.06%
30,083
+2,601
207
$7.26M 0.06%
34,479
-90,222
208
$7.12M 0.06%
117,592
+107,879
209
$7.08M 0.06%
17,048
+6,991
210
$6.95M 0.05%
207,024
+189,926
211
$6.91M 0.05%
160,433
+13,095
212
$6.82M 0.05%
42,066
+3,438
213
$6.77M 0.05%
12,162
+5,068
214
$6.73M 0.05%
125,160
+44,160
215
$6.68M 0.05%
12,244
-55,363
216
$6.65M 0.05%
86,907
+1,444
217
$6.53M 0.05%
162,810
+3,714
218
$6.5M 0.05%
14,738
-27,011
219
$6.5M 0.05%
4,735
+400
220
$6.35M 0.05%
300,423
+2,328
221
$6.33M 0.05%
46,768
+42,905
222
$6.28M 0.05%
121,756
+111,699
223
$6.26M 0.05%
+15,244
224
$6.2M 0.05%
86,939
+4,415
225
$6.08M 0.05%
25,405
+175
7 8
9
10 11