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
326
$2.65M 0.03%
54,447
-14,616
327
$2.64M 0.03%
37,807
-10,199
328
$2.63M 0.03%
50,000
329
$2.61M 0.03%
16,785
+4,634
330
$2.59M 0.03%
150,710
-40,662
331
$2.59M 0.03%
6,971
-1,782
332
$2.58M 0.03%
25,192
-6,876
333
$2.57M 0.03%
35,715
-10,339
334
$2.57M 0.03%
3,046
-3,067
335
$2.57M 0.03%
44,503
+23,070
336
$2.55M 0.03%
24,776
-10,632
337
$2.55M 0.03%
46,232
-51,607
338
$2.55M 0.02%
55,360
-61,704
339
$2.53M 0.02%
32,332
+8,702
340
$2.51M 0.02%
9,218
-10,437
341
$2.5M 0.02%
7,019
-2,669
342
$2.47M 0.02%
12,530
-14,153
343
$2.42M 0.02%
34,907
-13,416
344
$2.42M 0.02%
232,540
-61,878
345
$2.39M 0.02%
6,308
-2,466
346
$2.38M 0.02%
48,090
-14,953
347
$2.38M 0.02%
36,622
-47,591
348
$2.37M 0.02%
14,002
-124,907
349
$2.36M 0.02%
34,734
-83,030
350
$2.35M 0.02%
28,631
-29,609
12 13
14
15 16