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
176
$5.53M 0.09%
6,726
-52,136
177
$5.52M 0.09%
40,958
-28,141
178
$5.51M 0.09%
56,355
-17,643
179
$5.48M 0.09%
48,865
-15,193
180
$5.43M 0.09%
26,094
-88,782
181
$5.43M 0.09%
11,490
-17,931
182
$5.42M 0.09%
67,265
-88,997
183
$5.41M 0.09%
168,349
-11,831,651
184
$5.33M 0.09%
27,861
-41,822
185
$5.32M 0.09%
80,044
-93,311
186
$5.31M 0.09%
240,000
-63,000
187
$5.3M 0.09%
69,866
+1,400
188
$5.29M 0.09%
129,546
-65,142
189
$5.27M 0.09%
69,020
-148,090
190
$5.2M 0.08%
297,500
-198,500
191
$5.15M 0.08%
643,966
-138,708
192
$5.13M 0.08%
132,638
-57,539
193
$5.09M 0.08%
11,553
-29,795
194
$5.08M 0.08%
24,288
-4,162
195
$5.07M 0.08%
16,086
-17,144
196
$5.04M 0.08%
161,750
+8
197
$5.02M 0.08%
86,576
-131,466
198
$5.01M 0.08%
9,176
-2,934
199
$4.92M 0.08%
97,599
-148,127
200
$4.87M 0.08%
17,050
-22,546
6 7
8
9 10