We are live on ! Find out more
CWM

CIBC World Markets Portfolio holdings

AUM $19.9B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
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
+$24.2M
2
+$23.7M
3
+$20.5M
4
SBUX icon
Starbucks
SBUX
+$20.1M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$17.4M

Top Sells

1
+$2.58B
2
+$1.05B
3
+$476M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$411M
5
C icon
Citigroup
C
+$352M

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
651
– –
0
652
– –
-35,560
653
– –
-811,380
654
– –
-58,405
655
– –
-19,556
656
– –
-20,881
657
– –
-194,780
658
– –
-35,500
659
– –
-52,200
660
– –
-21,000
661
– –
-1,000,000
662
– –
-125,000
663
– –
-30,000
664
– –
-62,000
665
– –
-241,000
666
– –
-267,000
667
– –
-111,900
668
– –
-62,000
669
– –
0
670
– –
0
671
– –
-530,939
672
– –
-40,800
673
– –
0
674
– –
-30,000
675
– –
-333,400
24 25 26
27
28