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
451
$1.13M 0.01%
11,380
-12,776
452
$1.12M 0.01%
45,680
-12,539
453
$1.12M 0.01%
19,267
-21,614
454
$1.12M 0.01%
19,037
-20,920
455
$1.1M 0.01%
+49,964
456
$1.1M 0.01%
6,477
-59,320
457
$1.09M 0.01%
14,502
-16,282
458
$1.08M 0.01%
23,342
-26,214
459
$1.08M 0.01%
7,720
-18,661
460
$1.08M 0.01%
+40,000
461
$1.06M 0.01%
2,598
-2,914
462
$1.06M 0.01%
12,348
-14,144
463
$1.06M 0.01%
3,218
-3,619
464
$1.05M 0.01%
27,950
-31,339
465
$1.05M 0.01%
9,887
-11,187
466
$1.05M 0.01%
59,411
-22,619
467
$1.05M 0.01%
72,051
-21,385
468
$1.01M 0.01%
31,750
-36,383
469
$1M 0.01%
4,952
-51,661
470
$1,000K 0.01%
21,614
-21,485
471
$983K 0.01%
4,890
-7,200
472
$973K 0.01%
28,481
-35,304
473
$960K 0.01%
14,088
-128,954
474
$958K 0.01%
40,683
-45,705
475
$958K 0.01%
16,108
-18,070
17 18
19
20 21