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
401
$1.62M 0.02%
150,316
-40,431
402
$1.62M 0.02%
11,349
-12,752
403
$1.61M 0.02%
17,407
-8,312
404
$1.57M 0.02%
27,548
-30,936
405
$1.55M 0.02%
23,441
-8,918
406
$1.53M 0.02%
4,077
-4,618
407
$1.52M 0.01%
52,177
+14,157
408
$1.52M 0.01%
13,965
-4,158
409
$1.5M 0.01%
8,014
-20,008
410
$1.5M 0.01%
4,351
-4,909
411
$1.49M 0.01%
7,399
-17,389
412
$1.48M 0.01%
7,333
-67,273
413
$1.46M 0.01%
26,143
+10,784
414
$1.44M 0.01%
25,784
-29,203
415
$1.43M 0.01%
22,111
-8,527
416
$1.42M 0.01%
52,375
-65,365
417
$1.4M 0.01%
17,410
-19,554
418
$1.4M 0.01%
3,411
-31,339
419
$1.39M 0.01%
41,145
-154,476
420
$1.35M 0.01%
7,838
-8,810
421
$1.34M 0.01%
21,155
-23,719
422
$1.34M 0.01%
14,136
-128,130
423
$1.34M 0.01%
1,207
-1,371
424
$1.33M 0.01%
10,745
-12,064
425
$1.32M 0.01%
9,853
-7,751
15 16
17
18 19