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
276
$2.72M 0.04%
27,544
-4,614
277
$2.72M 0.04%
19,495
-55,829
278
$2.7M 0.04%
+49,188
279
$2.68M 0.04%
11,742
-27,404
280
$2.68M 0.04%
11,925
-15,800
281
$2.66M 0.04%
22,238
-49,908
282
$2.63M 0.04%
+20,000
283
$2.6M 0.04%
62,181
-226,464
284
$2.6M 0.04%
58,966
+1,370
285
$2.6M 0.04%
45,774
-14,233
286
$2.59M 0.04%
5,183
-5,538
287
$2.59M 0.04%
26,659
-8,937
288
$2.59M 0.04%
31,265
-41,421
289
$2.59M 0.04%
39,587
-12,296
290
$2.58M 0.04%
22,348
-23,072
291
$2.56M 0.04%
7,158
-7,321
292
$2.55M 0.04%
29,816
-39,963
293
$2.52M 0.04%
22,667
-7,047
294
$2.52M 0.04%
56,744
-18,611
295
$2.52M 0.04%
28,895
-40,622
296
$2.51M 0.04%
9,016
-9,626
297
$2.49M 0.04%
87,538
+642
298
$2.47M 0.04%
6,925
-9,745
299
$2.45M 0.04%
12,015
-63,919
300
$2.44M 0.04%
11,519
-15,699
10 11
12
13 14