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
126
$8.97M 0.15%
119,378
+21,186
127
$8.92M 0.15%
41,980
-23,883
128
$8.85M 0.14%
24,907
-301,215
129
$8.84M 0.14%
52,572
-9,006
130
$8.79M 0.14%
225,926
-667,826
131
$8.65M 0.14%
575,000
-25,000
132
$8.65M 0.14%
163,190
-76,110
133
$8.64M 0.14%
118,712
-20,341
134
$8.51M 0.14%
249,100
-78,600
135
$8.42M 0.14%
98,383
-721,652
136
$8.35M 0.14%
37,389
-269,455
137
$8.32M 0.14%
3,384
-1,104
138
$8.29M 0.14%
275,284
-48,534
139
$7.96M 0.13%
131,960
-58,802
140
$7.91M 0.13%
71,775
141
$7.81M 0.13%
125,000
-75,000
142
$7.68M 0.13%
127,966
-21,757
143
$7.66M 0.13%
73,411
-147,354
144
$7.52M 0.12%
43,900
-33,623
145
$7.42M 0.12%
59,105
-6,583
146
$7.25M 0.12%
74,081
-98,747
147
$7.16M 0.12%
36,906
-48,896
148
$7.12M 0.12%
18,431
-16,400
149
$7.08M 0.12%
27,824
+10,545
150
$6.97M 0.11%
33,158
-14,975
4 5
6
7 8