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
426
$1.38M 0.02%
17,613
-23,336
427
$1.37M 0.02%
10,612
-60,060
428
$1.36M 0.02%
59,579
-18,505
429
$1.36M 0.02%
19,311
-25,584
430
$1.34M 0.02%
17,130
-8,591
431
$1.33M 0.02%
34,646
-12,354
432
$1.32M 0.02%
81,417
-207,868
433
$1.31M 0.02%
46,022
-2,847,326
434
$1.31M 0.02%
8,182
-10,858
435
$1.31M 0.02%
5,924
-7,849
436
$1.31M 0.02%
11,883
-17,969
437
$1.3M 0.02%
26,298
+273
438
$1.3M 0.02%
10,686
-3,527
439
$1.3M 0.02%
9,829
-3,051
440
$1.3M 0.02%
3,744
-4,960
441
$1.27M 0.02%
71,054
+15,819
442
$1.26M 0.02%
23,413
-7,280
443
$1.26M 0.02%
6,195
-8,201
444
$1.23M 0.02%
16,760
-8,364
445
$1.22M 0.02%
23,682
-31,516
446
$1.21M 0.02%
35,290
-17,799
447
$1.21M 0.02%
12,844
-17,016
448
$1.2M 0.02%
7,226
-9,574
449
$1.19M 0.02%
+20,477
450
$1.19M 0.02%
12,893
-167,081
16 17
18
19 20