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
376
$1.83M 0.03%
180,730
-56,028
377
$1.83M 0.03%
28,499
-8,859
378
$1.82M 0.03%
16,967
-8,510
379
$1.82M 0.03%
63,006
-255,640
380
$1.81M 0.03%
45,407
+367
381
$1.79M 0.03%
5,624
-8,822
382
$1.77M 0.03%
30,877
-246,808
383
$1.77M 0.03%
20,979
-170,997
384
$1.76M 0.03%
27,851
-38,721
385
$1.75M 0.03%
100,037
-132,508
386
$1.74M 0.03%
98,442
-1,374
387
$1.73M 0.03%
48,319
+7
388
$1.72M 0.03%
17,945
-52,774
389
$1.71M 0.03%
1,118
-1,503
390
$1.71M 0.03%
7,145
-9,434
391
$1.7M 0.03%
5,804
-7,698
392
$1.69M 0.03%
11,613
-15,386
393
$1.67M 0.03%
33,057
-43,796
394
$1.67M 0.03%
57,409
-127,702
395
$1.67M 0.03%
40,139
-61,174
396
$1.66M 0.03%
23,167
-59,570
397
$1.63M 0.03%
7,429
-9,792
398
$1.63M 0.03%
32,940
-43,640
399
$1.61M 0.03%
4,536
-2,275
400
$1.61M 0.03%
20,462
-62,872
14 15
16
17 18