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
526
$699K 0.01%
7,581
-8,498
527
$697K 0.01%
16,959
-19,206
528
$693K 0.01%
5,524
-50,606
529
$677K 0.01%
19,097
-175,518
530
$676K 0.01%
13,949
-15,513
531
$667K 0.01%
2,988
-3,318
532
$664K 0.01%
12,415
-13,959
533
$653K 0.01%
18,340
-167,891
534
$653K 0.01%
66,207
-74,309
535
$647K 0.01%
+17,044
536
$643K 0.01%
12,678
-14,239
537
$631K 0.01%
39,276
-44,073
538
$623K 0.01%
+16,428
539
$619K 0.01%
40,747
-74,149
540
$615K 0.01%
3,854
-4,323
541
$612K 0.01%
+3,938
542
$602K 0.01%
34,214
-38,439
543
$597K 0.01%
16,730
-19,542
544
$596K 0.01%
+35,000
545
$592K 0.01%
8,690
-9,763
546
$590K 0.01%
9,113
-10,210
547
$583K 0.01%
8,589
-9,570
548
$579K 0.01%
15,497
-11,643
549
$563K 0.01%
22,809
-25,592
550
$557K 0.01%
5,893
-6,626
20 21
22
23 24