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
376
$1.95M 0.02%
18,059
-20,261
377
$1.94M 0.02%
67,016
-6,111
378
$1.89M 0.02%
25,337
-232,066
379
$1.88M 0.02%
12,734
-30,266
380
$1.88M 0.02%
29,699
-8,883
381
$1.86M 0.02%
115,424
-74,025
382
$1.86M 0.02%
+50,000
383
$1.85M 0.02%
50,455
-24,521
384
$1.83M 0.02%
22,726
-25,720
385
$1.82M 0.02%
16,303
-18,344
386
$1.82M 0.02%
10,439
-11,764
387
$1.81M 0.02%
6,340
-7,133
388
$1.79M 0.02%
38,696
-14,734
389
$1.79M 0.02%
7,818
-8,763
390
$1.77M 0.02%
106,994
-124,137
391
$1.77M 0.02%
11,704
-3,149
392
$1.72M 0.02%
+55,900
393
$1.71M 0.02%
42,250
-23,866
394
$1.7M 0.02%
2,456
-2,784
395
$1.69M 0.02%
35,363
-39,846
396
$1.68M 0.02%
3,769
-4,286
397
$1.66M 0.02%
+9,201
398
$1.63M 0.02%
19,038
-21,581
399
$1.63M 0.02%
55,935
-61,756
400
$1.62M 0.02%
43,864
-401,778
14 15
16
17 18