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
501
$867K 0.01%
36,580
+367
502
$867K 0.01%
13,785
-42,262
503
$865K 0.01%
7,412
-2,303
504
$864K 0.01%
+17,000
505
$863K 0.01%
75,072
+552
506
$857K 0.01%
14,443
-129,606
507
$855K 0.01%
75,134
-99,923
508
$851K 0.01%
6,388
-8,451
509
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5,393
-7,134
510
$844K 0.01%
67,878
-21,105
511
$835K 0.01%
11,447
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512
$833K 0.01%
6,940
-10,507
513
$833K 0.01%
+73,463
514
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18,927
-58,026
515
$813K 0.01%
7,240
-9,206
516
$813K 0.01%
33,777
-44,751
517
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603
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518
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5,613
-7,776
519
$793K 0.01%
34,214
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520
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17,218
-22,811
521
$790K 0.01%
2,953
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522
$789K 0.01%
18,620
-24,668
523
$778K 0.01%
6,370
-8,439
524
$769K 0.01%
32,115
-42,547
525
$760K 0.01%
7,275
-9,634
19 20
21
22 23