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
576
$429K ﹤0.01%
+22,796
577
$413K ﹤0.01%
1,153
-1,354
578
$404K ﹤0.01%
3,122
-3,490
579
$399K ﹤0.01%
11,685
-13,222
580
$386K ﹤0.01%
+75,000
581
$386K ﹤0.01%
+36,855
582
$374K ﹤0.01%
3,435
-3,852
583
$367K ﹤0.01%
4,050
-4,553
584
$366K ﹤0.01%
170,000
-40,000
585
$344K ﹤0.01%
+19,399
586
$305K ﹤0.01%
+7,566
587
$281K ﹤0.01%
2,972
-3,512
588
$276K ﹤0.01%
65,000
589
$273K ﹤0.01%
+3,500
590
$262K ﹤0.01%
7,969
-72,995
591
$260K ﹤0.01%
7,022
-7,962
592
$254K ﹤0.01%
+10,000
593
$252K ﹤0.01%
+3,311
594
$245K ﹤0.01%
14,106
-15,783
595
$238K ﹤0.01%
+607
596
$238K ﹤0.01%
+555
597
$238K ﹤0.01%
+14,130
598
$236K ﹤0.01%
11,324
-15,363
599
$173K ﹤0.01%
190,000
-100,000
600
$166K ﹤0.01%
+15,000
21 22 23
24
25