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
451
$1.15M 0.02%
6,721
-8,904
452
$1.15M 0.02%
27,481
+277
453
$1.13M 0.02%
32,427
-60,954
454
$1.13M 0.02%
13,073
-17,321
455
$1.12M 0.02%
+3,512
456
$1.11M 0.02%
3,140
-4,160
457
$1.11M 0.02%
20,580
-27,266
458
$1.11M 0.02%
34,214
+273
459
$1.11M 0.02%
74,162
+738
460
$1.11M 0.02%
10,881
-35,703
461
$1.1M 0.02%
27,467
-36,390
462
$1.09M 0.02%
12,332
-16,338
463
$1.07M 0.02%
7,065
-9,436
464
$1.07M 0.02%
9,797
-12,981
465
$1.06M 0.02%
61,965
-32,862
466
$1.06M 0.02%
12,679
-16,783
467
$1.05M 0.02%
49,229
+367
468
$1.04M 0.02%
25,521
-183,746
469
$1.03M 0.02%
37,235
-49,330
470
$1.03M 0.02%
5,215
-6,910
471
$1.02M 0.02%
75,996
-23,630
472
$1.01M 0.02%
+215,000
473
$1.01M 0.02%
37,464
-90,578
474
$1.01M 0.02%
12,468
-16,883
475
$988K 0.02%
6,246
-8,260
17 18
19
20 21