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
1
$1.48B 11.6%
10,632,880
-2,195,120
2
$757M 5.92%
6,996,473
+9,958
3
$710M 5.55%
7,562,772
-722,721
4
$639M 5%
3,661,846
-1,434,100
5
$523M 4.09%
1,697,401
-745,937
6
$276M 2.16%
5,170,152
-2,821,284
7
$252M 1.97%
1,850,797
-556,478
8
$228M 1.78%
1,397,720
-543,960
9
$177M 1.38%
359,331
-11,843
10
$175M 1.37%
954,306
+29,757
11
$169M 1.32%
332,343
+27,011
12
$165M 1.29%
604,220
-154,466
13
$158M 1.24%
1,036,115
-222,149
14
$152M 1.19%
429,701
-99,932
15
$147M 1.15%
1,091,581
-352,072
16
$139M 1.09%
784,164
-536,032
17
$131M 1.03%
944,600
-444,580
18
$119M 0.93%
1,912,161
+1,344,887
19
$114M 0.89%
461,112
+12,871
20
$104M 0.81%
291,379
+21,557
21
$104M 0.81%
466,723
-5,129,461
22
$103M 0.8%
178,865
+71,449
23
$101M 0.79%
622,793
-137,440
24
$98.6M 0.77%
902,123
+832,657
25
$98.4M 0.77%
1,047,338
-37,535
1
2 3 4 5