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
401
$1.6M 0.03%
194,732
+1,815
402
$1.6M 0.03%
5,252
-2,698
403
$1.59M 0.03%
50,397
+866
404
$1.59M 0.03%
11,885
-37,746
405
$1.59M 0.03%
32,000
406
$1.58M 0.03%
25,231
-33,428
407
$1.57M 0.03%
2,274
-5,013
408
$1.55M 0.03%
11,496
-11,289
409
$1.55M 0.03%
+19,000
410
$1.53M 0.03%
122,603
-186,033
411
$1.53M 0.03%
4,593
-4,877
412
$1.51M 0.02%
15,951
-21,133
413
$1.51M 0.02%
41,194
-12,798
414
$1.51M 0.02%
+18,361
415
$1.5M 0.02%
23,483
-12,073
416
$1.49M 0.02%
11,594
-43,699
417
$1.49M 0.02%
25,622
-39,574
418
$1.45M 0.02%
45,718
-61,036
419
$1.45M 0.02%
9,588
-8,344
420
$1.44M 0.02%
22,602
-29,944
421
$1.43M 0.02%
9,758
-11,619
422
$1.41M 0.02%
26,867
-13,475
423
$1.4M 0.02%
10,387
-34,761
424
$1.39M 0.02%
3,507
-19,942
425
$1.38M 0.02%
20,919
-10,488
15 16
17
18 19