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
201
$4.82M 0.08%
50,088
-76,114
202
$4.81M 0.08%
47,233
-14,987
203
$4.77M 0.08%
116,190
-18,417
204
$4.75M 0.08%
73,548
-113,547
205
$4.68M 0.08%
99,605
-30,975
206
$4.63M 0.08%
104,308
-112,439
207
$4.54M 0.07%
232,287
-39,873
208
$4.53M 0.07%
107,852
-54,096
209
$4.52M 0.07%
34,473
-17,557
210
$4.51M 0.07%
205,366
-31,165
211
$4.47M 0.07%
580,000
+400,000
212
$4.43M 0.07%
268,562
-46,067
213
$4.39M 0.07%
96,621
-146,737
214
$4.36M 0.07%
83,717
+736
215
$4.35M 0.07%
49,492
-28,229
216
$4.33M 0.07%
41,330
-5,497
217
$4.27M 0.07%
+500,000
218
$4.25M 0.07%
25,421
-7,906
219
$4.24M 0.07%
13,832
-31,470
220
$4.23M 0.07%
77,947
-214,116
221
$4.09M 0.07%
+44,900
222
$4.03M 0.07%
90,292
-153,823
223
$4M 0.07%
48,341
-73,390
224
$3.92M 0.06%
23,569
-31,225
225
$3.87M 0.06%
47,056
-23,678
7 8
9
10 11