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
476
$957K 0.01%
+50,000
477
$953K 0.01%
5,896
-12,742
478
$949K 0.01%
8,402
-9,579
479
$938K 0.01%
13,519
-15,329
480
$936K 0.01%
8,163
-9,741
481
$936K 0.01%
22,209
-24,683
482
$935K 0.01%
34,837
-39,108
483
$929K 0.01%
6,559
-13,934
484
$924K 0.01%
200,000
485
$913K 0.01%
10,650
-98,648
486
$897K 0.01%
2,322
-2,591
487
$894K 0.01%
3,262
-3,652
488
$894K 0.01%
33,430
-38,942
489
$894K 0.01%
8,389
-9,453
490
$889K 0.01%
50,000
491
$883K 0.01%
11,636
-13,441
492
$879K 0.01%
21,164
-5,700
493
$869K 0.01%
10,932
-12,208
494
$868K 0.01%
4,173
-4,682
495
$868K 0.01%
8,194
-8,735
496
$867K 0.01%
8,798
-9,856
497
$866K 0.01%
17,389
-159,005
498
$860K 0.01%
8,595
-9,858
499
$855K 0.01%
16,102
-18,079
500
$854K 0.01%
8,501
-9,659
18 19
20
21 22