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
251
$3.3M 0.05%
48,587
-73,799
252
$3.28M 0.05%
21,344
-22,067
253
$3.26M 0.05%
14,024
-21,681
254
$3.23M 0.05%
11,230
-14,846
255
$3.14M 0.05%
99,823
+825
256
$3.14M 0.05%
19,428
-9,819
257
$3.07M 0.05%
6,320
-23,563
258
$3.04M 0.05%
546
-165
259
$2.97M 0.05%
+51,631
260
$2.96M 0.05%
72,279
-95,760
261
$2.93M 0.05%
32,157
-44,366
262
$2.93M 0.05%
82,924
-41,596
263
$2.91M 0.05%
152,237
+1,469
264
$2.9M 0.05%
53,622
-9,097
265
$2.89M 0.05%
11,716
-19,474
266
$2.88M 0.05%
41,392
-63,779
267
$2.87M 0.05%
14,749
-7,398
268
$2.87M 0.05%
50,000
269
$2.84M 0.05%
28,390
+277
270
$2.83M 0.05%
10,722
-14,206
271
$2.81M 0.05%
24,177
-25,827
272
$2.8M 0.05%
8,608
-4,318
273
$2.79M 0.05%
27,653
-45,597
274
$2.78M 0.05%
35,514
-48,856
275
$2.76M 0.05%
94,151
-50,651
9 10
11
12 13