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
426
$1.3M 0.01%
9,845
-11,027
427
$1.29M 0.01%
11,534
-22,901
428
$1.29M 0.01%
6,052
-1,621
429
$1.29M 0.01%
42,371
-47,289
430
$1.27M 0.01%
+14,000
431
$1.26M 0.01%
17,101
-19,318
432
$1.26M 0.01%
76,466
-28,859
433
$1.24M 0.01%
6,773
-7,597
434
$1.24M 0.01%
71,284
-80,586
435
$1.24M 0.01%
40,333
-45,492
436
$1.23M 0.01%
47,888
-53,706
437
$1.22M 0.01%
58,676
-4,182
438
$1.22M 0.01%
8,517
-2,329
439
$1.22M 0.01%
14,052
-15,789
440
$1.22M 0.01%
2,637
-2,646
441
$1.21M 0.01%
13,292
-14,755
442
$1.2M 0.01%
8,110
-9,117
443
$1.2M 0.01%
41,663
-15,889
444
$1.2M 0.01%
5,982
-6,723
445
$1.19M 0.01%
5,445
-6,186
446
$1.19M 0.01%
1,372
-1,559
447
$1.17M 0.01%
6,519
-7,300
448
$1.15M 0.01%
+16,459
449
$1.15M 0.01%
+12,203
450
$1.13M 0.01%
41,807
-46,967
16 17
18
19 20