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
551
$604K 0.01%
2,718
-25,604
552
$603K 0.01%
7,481
-9,912
553
$601K 0.01%
2,372
-3,143
554
$598K 0.01%
9,107
-12,050
555
$594K 0.01%
9,248
-12,250
556
$591K 0.01%
5,952
-7,886
557
$590K 0.01%
7,953
-10,501
558
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61,324
-81,245
559
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19,654
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560
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16,258
-21,540
561
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14,645
-19,389
562
$575K 0.01%
+115,000
563
$574K 0.01%
20,538
-487,210
564
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25,539
-33,835
565
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11,388
-15,126
566
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6,854
-9,082
567
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10,146
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5,044
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569
$542K 0.01%
14,124
-222,712
570
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+7,141
571
$535K 0.01%
1,469
+15
572
$522K 0.01%
1,089
-1,443
573
$519K 0.01%
2,573
-3,408
574
$511K 0.01%
+15,015
575
$507K 0.01%
6,008
-8,098
21 22
23
24 25