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
326
$2.28M 0.04%
122,692
-186,270
327
$2.25M 0.04%
15,469
+175
328
$2.22M 0.04%
139,635
-70,838
329
$2.22M 0.04%
29,892
-45,408
330
$2.2M 0.04%
27,665
-36,918
331
$2.18M 0.04%
6,486
-8,611
332
$2.18M 0.04%
144,000
-12,000
333
$2.17M 0.04%
36,047
-47,952
334
$2.13M 0.03%
11,584
-63,097
335
$2.13M 0.03%
140,907
-1,199,768
336
$2.12M 0.03%
189,564
-287,523
337
$2.11M 0.03%
59,847
-81,895
338
$2.11M 0.03%
9,980
-35,107
339
$2.11M 0.03%
6,384
-1,985
340
$2.1M 0.03%
97,457
+732
341
$2.09M 0.03%
76,164
+642
342
$2.09M 0.03%
5,024
-7,484
343
$2.08M 0.03%
18,596
-57,783
344
$2.08M 0.03%
60,093
-34,578
345
$2.07M 0.03%
12,531
-16,602
346
$2.07M 0.03%
47,968
-14,919
347
$2.07M 0.03%
14,961
-79,843
348
$2.06M 0.03%
54,792
-57,292
349
$2.04M 0.03%
17,318
-8,927
350
$2.04M 0.03%
9,689
-2,375
12 13
14
15 16