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
301
$2.44M 0.04%
4,875
-8,420
302
$2.43M 0.04%
44,529
-67,663
303
$2.41M 0.04%
27,379
-90,527
304
$2.41M 0.04%
7,043
-2,189
305
$2.4M 0.04%
31,790
-42,120
306
$2.39M 0.04%
+123,755
307
$2.39M 0.04%
89,771
-137,196
308
$2.39M 0.04%
32,667
-34,863
309
$2.39M 0.04%
23,565
-122,000
310
$2.38M 0.04%
11,306
-42,024
311
$2.37M 0.04%
+25,460
312
$2.37M 0.04%
40,685
-13,175
313
$2.36M 0.04%
42,138
-55,826
314
$2.36M 0.04%
52,960
+460
315
$2.35M 0.04%
20,548
-36,204
316
$2.35M 0.04%
10,801
-5,417
317
$2.35M 0.04%
14,195
+183
318
$2.31M 0.04%
20,648
-31,405
319
$2.31M 0.04%
34,272
-36,572
320
$2.3M 0.04%
36,770
-48,716
321
$2.29M 0.04%
17,067
-22,610
322
$2.29M 0.04%
10,126
-23,143
323
$2.28M 0.04%
42,951
-699,632
324
$2.28M 0.04%
5,106
-2,562
325
$2.28M 0.04%
+49,937
11 12
13
14 15