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
601
$372K 0.01%
+12,000
602
$371K 0.01%
+14,000
603
$359K 0.01%
2,619
+24
604
$346K 0.01%
3,204
-4,245
605
$341K 0.01%
24,405
-35,982
606
$336K 0.01%
7,315
-9,692
607
$334K 0.01%
19,336
-25,615
608
$315K 0.01%
+80,000
609
$315K 0.01%
1,839
-72,000
610
$303K ﹤0.01%
12,863
-17,042
611
$291K ﹤0.01%
170,851
-487,825
612
$282K ﹤0.01%
+23,882
613
$271K ﹤0.01%
6,449
-8,463
614
$256K ﹤0.01%
3,528
+55
615
$243K ﹤0.01%
5,531
-245
616
$225K ﹤0.01%
2,779
-3,682
617
$218K ﹤0.01%
+6,970
618
$218K ﹤0.01%
2,948
-322,973
619
$209K ﹤0.01%
+190,000
620
$202K ﹤0.01%
+1,730
621
$198K ﹤0.01%
+17,791
622
$185K ﹤0.01%
4,668
+43
623
$177K ﹤0.01%
2,196
+198
624
$171K ﹤0.01%
11,030
+173
625
$163K ﹤0.01%
+23,125
23 24
25
26 27