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
51
$23.5M 0.38%
239,892
-47,122
52
$23.3M 0.38%
590,000
+390,000
53
$23.2M 0.38%
295,905
+21,411
54
$22.8M 0.37%
208,242
-583,814
55
$21.8M 0.36%
109,055
-37,689
56
$21.3M 0.35%
55,363
-26,211
57
$21.2M 0.35%
158,299
-79,089
58
$21.2M 0.35%
575,000
-220,000
59
$21.1M 0.34%
226,584
-24,802
60
$20.4M 0.33%
109,592
-49,656
61
$19.8M 0.32%
7,448
-2,183
62
$19.7M 0.32%
121,018
-258,125
63
$19.6M 0.32%
185,011
+98,831
64
$19.6M 0.32%
120,268
+61,301
65
$19.4M 0.32%
123,000
-280,000
66
$19.4M 0.32%
116,322
-69,647
67
$19.2M 0.31%
470,894
-247,137
68
$18.7M 0.31%
37,719
-230,579
69
$18.3M 0.3%
+230,000
70
$18M 0.29%
258,639
-621,412
71
$18M 0.29%
78,659
+17,477
72
$17.9M 0.29%
59,407
-10,132
73
$17.8M 0.29%
107,749
-356,016
74
$17.7M 0.29%
546,875
+531,875
75
$17.6M 0.29%
488,014
-685,683
1 2
3
4 5