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
$6.09B
AUM Growth
-$8.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$25.7M
3
+$20.5M
4
SBUX icon
Starbucks
SBUX
+$20.1M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$18.3M

Top Sells

1
+$2.64B
2
+$1.13B
3
+$538M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$380M
5
C icon
Citigroup
C
+$336M

Sector Composition

1 Technology 24.01%
2 Financials 15.32%
3 Consumer Discretionary 14.81%
4 Healthcare 8.9%
5 Real Estate 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.86M 0.06%
15,104
-81,740
227
$3.86M 0.06%
23,277
-85,538
228
$3.83M 0.06%
55,053
-72,938
229
$3.83M 0.06%
34,549
-67,161
230
$3.82M 0.06%
56,873
+460
231
$3.76M 0.06%
38,938
-149,227
232
$3.75M 0.06%
61,559
-339,617
233
$3.66M 0.06%
61,423
+2,279
234
$3.63M 0.06%
27,663
+275
235
$3.55M 0.06%
14,357
-19,172
236
$3.54M 0.06%
57,836
-9,952
237
$3.53M 0.06%
71,817
-194,890
238
$3.51M 0.06%
10,534
-4,751
239
$3.47M 0.06%
45,849
-75,407
240
$3.47M 0.06%
35,074
-55,369
241
$3.46M 0.06%
16,444
-7,406
242
$3.45M 0.06%
20,111
-41,645
243
$3.42M 0.06%
14,038
-18,826
244
$3.41M 0.06%
21,948
-6,986
245
$3.4M 0.06%
59,268
-18,417
246
$3.4M 0.06%
29,703
-79,354
247
$3.37M 0.06%
72,979
+550
248
$3.36M 0.05%
7,275
-144,734
249
$3.33M 0.05%
29,465
-89,451
250
$3.31M 0.05%
34,000
8 9
10
11 12