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
501
$849K 0.01%
4,506
-5,202
502
$843K 0.01%
7,259
-2,957
503
$830K 0.01%
23,793
-6,405
504
$829K 0.01%
6,440
-7,241
505
$818K 0.01%
3,199
-3,597
506
$815K 0.01%
9,500
-3,634
507
$813K 0.01%
4,448
-46,818
508
$810K 0.01%
19,961
-22,428
509
$806K 0.01%
+125,000
510
$806K 0.01%
23,363
-26,247
511
$795K 0.01%
+18,833
512
$793K 0.01%
+12,100
513
$772K 0.01%
3,879
-4,350
514
$766K 0.01%
18,102
-20,342
515
$762K 0.01%
4,963
-45,475
516
$758K 0.01%
6,851
-7,854
517
$755K 0.01%
6,195
-6,936
518
$751K 0.01%
3,543
-3,973
519
$745K 0.01%
2,921
-3,291
520
$744K 0.01%
81,215
-743,919
521
$738K 0.01%
13,706
-15,333
522
$715K 0.01%
+1,996
523
$707K 0.01%
8,457
-9,483
524
$705K 0.01%
2,719
-2,978
525
$702K 0.01%
10,646
-11,927
19 20
21
22 23