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
101
$11.4M 0.19%
46,952
-22,122
102
$11.2M 0.18%
55,450
-46,829
103
$11M 0.18%
76,834
-116,677
104
$10.9M 0.18%
157,664
-26,100
105
$10.7M 0.17%
+18,900
106
$10.6M 0.17%
37,214
+9,864
107
$10.6M 0.17%
107,994
-18,527
108
$10.6M 0.17%
105,922
-862,406
109
$10.6M 0.17%
40,585
-6,959
110
$10.6M 0.17%
+54,522
111
$10.6M 0.17%
55,347
-44,689
112
$10.5M 0.17%
200,367
-304,109
113
$10.4M 0.17%
98,699
+54,468
114
$10.3M 0.17%
90,956
-20,470
115
$10.3M 0.17%
22,113
-10,929
116
$10.2M 0.17%
179,805
-53,250
117
$9.98M 0.16%
263,199
-595,268
118
$9.83M 0.16%
526,000
-54,000
119
$9.63M 0.16%
278,650
-297,450
120
$9.56M 0.16%
158,752
+77,784
121
$9.49M 0.16%
114,421
-233,947
122
$9.32M 0.15%
93,907
-52,588
123
$9.3M 0.15%
253,515
-82,364
124
$9.17M 0.15%
728,074
-454,694
125
$9.05M 0.15%
47,254
-271,687
3 4
5
6 7