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
526
$759K 0.01%
+280,000
527
$753K 0.01%
7,747
-10,390
528
$747K 0.01%
17,204
-26,166
529
$746K 0.01%
10,557
-33,987
530
$741K 0.01%
35,761
+455
531
$736K 0.01%
4,197
-5,541
532
$733K 0.01%
4,094
-5,425
533
$732K 0.01%
19,647
-26,030
534
$732K 0.01%
16,532
-21,903
535
$727K 0.01%
14,104
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536
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537
$720K 0.01%
12,500
-6,000
538
$719K 0.01%
9,921
-13,144
539
$717K 0.01%
1,054
+4
540
$709K 0.01%
11,607
-15,378
541
$705K 0.01%
57,146
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542
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12,694
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543
$676K 0.01%
9,358
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544
$670K 0.01%
+90,000
545
$663K 0.01%
2,686
-3,563
546
$650K 0.01%
4,679
-6,200
547
$649K 0.01%
17,986
-23,829
548
$636K 0.01%
6,912
-9,158
549
$634K 0.01%
24,803
-12,829
550
$610K 0.01%
4,907
+172
20 21
22
23 24