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
$10.2B
AUM Growth
-$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$134M
3
+$131M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$99.5M
5
HD icon
Home Depot
HD
+$78.5M

Top Sells

1
+$366M
2
+$226M
3
+$218M
4
LIN icon
Linde
LIN
+$92.2M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$91.5M

Sector Composition

1 Technology 25.1%
2 Financials 19.61%
3 Consumer Discretionary 14.07%
4 Communication Services 12.83%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.78M 0.04%
36,024
-9,778
277
$3.75M 0.04%
42,538
-47,785
278
$3.7M 0.04%
27,703
-4,946
279
$3.67M 0.04%
63,013
+17,144
280
$3.64M 0.04%
25,242
-19,654
281
$3.55M 0.03%
17,634
+4,913
282
$3.52M 0.03%
16,836
-4,857
283
$3.5M 0.03%
587
-174
284
$3.5M 0.03%
15,188
-17,223
285
$3.48M 0.03%
49,116
-14,154
286
$3.48M 0.03%
40,144
-11,637
287
$3.48M 0.03%
120,000
288
$3.47M 0.03%
12,261
-112,286
289
$3.46M 0.03%
7,850
-8,876
290
$3.43M 0.03%
51,176
-16,987
291
$3.39M 0.03%
36,836
-13,995
292
$3.39M 0.03%
127,776
-168,677
293
$3.37M 0.03%
26,643
-7,187
294
$3.34M 0.03%
22,069
-30,332
295
$3.33M 0.03%
13,058
-118,542
296
$3.33M 0.03%
6,839
-7,814
297
$3.28M 0.03%
35,462
+18,384
298
$3.24M 0.03%
7,446
-8,448
299
$3.19M 0.03%
116,231
+60,350
300
$3.16M 0.03%
244,954
-26,422
10 11
12
13 14