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
551
$555K 0.01%
2,830
-3,178
552
$554K 0.01%
30,194
-33,905
553
$553K 0.01%
6,426
-7,211
554
$549K 0.01%
31,058
-35,599
555
$539K 0.01%
9,069
-8,970
556
$536K 0.01%
+15,330
557
$535K 0.01%
7,207
-8,143
558
$527K 0.01%
3,273
-3,812
559
$516K 0.01%
5,404
-6,311
560
$509K 0.01%
2,594
-2,910
561
$506K 0.01%
14,145
-129,487
562
$505K ﹤0.01%
4,845
-5,452
563
$502K ﹤0.01%
6,544
-60,270
564
$493K ﹤0.01%
17,737
-19,956
565
$489K ﹤0.01%
+9,130
566
$482K ﹤0.01%
50,000
567
$474K ﹤0.01%
7,965
-8,758
568
$462K ﹤0.01%
36,062
-40,441
569
$461K ﹤0.01%
6,885
-63,241
570
$461K ﹤0.01%
6,254
-7,028
571
$455K ﹤0.01%
6,877
-7,712
572
$453K ﹤0.01%
9,950
-11,147
573
$450K ﹤0.01%
2,200
-2,479
574
$433K ﹤0.01%
5,910
-6,713
575
$431K ﹤0.01%
3,430
-3,955
21 22
23
24 25