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
351
$2.33M 0.02%
15,253
-36,137
352
$2.32M 0.02%
33,553
-37,501
353
$2.31M 0.02%
33,246
-9,239
354
$2.3M 0.02%
8,734
-9,802
355
$2.29M 0.02%
680,000
356
$2.26M 0.02%
67,139
-75,634
357
$2.22M 0.02%
+19,200
358
$2.15M 0.02%
13,728
-142,151
359
$2.14M 0.02%
17,328
-42,603
360
$2.07M 0.02%
49,011
-12,425
361
$2.06M 0.02%
46,185
-51,791
362
$2.06M 0.02%
29,886
-34,420
363
$2.05M 0.02%
67,163
-20,250
364
$2.05M 0.02%
29,253
+8,246
365
$2.04M 0.02%
32,137
-20,303
366
$2.03M 0.02%
75,854
-22,860
367
$2.02M 0.02%
16,708
-17,441
368
$2.01M 0.02%
28,436
-10,841
369
$2M 0.02%
39,175
-359,454
370
$2M 0.02%
37,550
-42,852
371
$2M 0.02%
44,202
+11,810
372
$1.99M 0.02%
10,107
-11,645
373
$1.97M 0.02%
47,853
+24,331
374
$1.96M 0.02%
430,000
-670,000
375
$1.95M 0.02%
39,121
-39,786
13 14
15
16 17