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
51
$34M 0.33%
330,584
+33,221
52
$32.9M 0.32%
599,421
-652,839
53
$32.4M 0.32%
10,518
-1,744
54
$31.8M 0.31%
62,175
-94,148
55
$31.5M 0.31%
682,000
56
$30.8M 0.3%
337,635
-299,028
57
$30.4M 0.3%
1,110,334
-653,650
58
$30M 0.29%
+180,000
59
$29.9M 0.29%
92,476
+24,680
60
$29.5M 0.29%
795,000
61
$29.4M 0.29%
127,868
+87,984
62
$29M 0.28%
563,333
+166,697
63
$28.3M 0.28%
275,037
-297,279
64
$28.3M 0.28%
854,760
+285,223
65
$28.2M 0.28%
152,552
+827
66
$27.1M 0.26%
627,804
+447,306
67
$26.7M 0.26%
279,523
-26,420
68
$26.6M 0.26%
239,079
+15,252
69
$26.1M 0.26%
806,540
-175,961
70
$25.7M 0.25%
277,222
-654,690
71
$25.4M 0.25%
480,816
+12,337
72
$24.7M 0.24%
165,420
-41,338
73
$24.6M 0.24%
1,637,283
-289,828
74
$24M 0.24%
587,627
-223,624
75
$23.6M 0.23%
44,012
-48,326
1 2
3
4 5