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
76
$23M 0.23%
57,652
+45,212
77
$22.4M 0.22%
94,687
-4,399
78
$22.2M 0.22%
126,999
+25,722
79
$21.9M 0.21%
105,325
-42,763
80
$21.9M 0.21%
233,742
-132,083
81
$21.5M 0.21%
190,416
-13,160
82
$21.3M 0.21%
401,401
+224,203
83
$21M 0.21%
356,167
+329,297
84
$20M 0.2%
1,215,000
85
$19.8M 0.19%
132,970
-30,302
86
$19.7M 0.19%
142,578
-49,779
87
$19.6M 0.19%
288,451
-148,452
88
$19.3M 0.19%
72,771
+45,669
89
$19.1M 0.19%
52,262
-14,640
90
$18.9M 0.19%
93,287
-21,450
91
$18.8M 0.18%
156,398
-5,876
92
$18.5M 0.18%
67,685
+7,296
93
$18.4M 0.18%
206,564
-79,367
94
$18.2M 0.18%
336,152
+264,140
95
$18.2M 0.18%
431,636
+222,433
96
$17.9M 0.18%
93,932
-41,963
97
$17.7M 0.17%
302,669
-18,291
98
$17.6M 0.17%
167,530
+31,536
99
$17.5M 0.17%
59,813
-10,591
100
$17.2M 0.17%
125,678
+91,147
2 3
4
5 6