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
576
$506K 0.01%
2,448
+46
577
$505K 0.01%
7,209
-9,584
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$502K 0.01%
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579
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9,507
-12,595
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$488K 0.01%
32,395
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581
$485K 0.01%
32,902
-43,504
582
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20,413
-336
583
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4,442
-5,886
584
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6,540
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585
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586
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587
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20,228
-30,637
588
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2,241
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589
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5,721
-7,580
590
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6,416
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591
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592
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593
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5,446
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595
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10,868
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596
$417K 0.01%
2,015
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597
$417K 0.01%
6,500
598
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3,244
-4,299
599
$399K 0.01%
11,650
-15,435
600
$392K 0.01%
12,877
-467,019
22 23
24
25 26