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
201
$6.4M 0.06%
169,417
-30,415
202
$6.38M 0.06%
101,456
-1,354,747
203
$6.37M 0.06%
110,266
+88,575
204
$6.34M 0.06%
24,653
-4,425
205
$6.29M 0.06%
11,260
-12,627
206
$6.29M 0.06%
50,365
-39,182
207
$6.22M 0.06%
39,920
-45,014
208
$6.2M 0.06%
15,171
-11,235
209
$6.18M 0.06%
14,132
-2,557
210
$6.16M 0.06%
66,030
-11,853
211
$6.07M 0.06%
171,872
-31,544
212
$5.98M 0.06%
72,021
-5,020
213
$5.97M 0.06%
54,747
-10,425
214
$5.97M 0.06%
126,512
215
$5.95M 0.06%
61,262
-16,611
216
$5.88M 0.06%
54,725
-22,341
217
$5.87M 0.06%
9,977
+2,626
218
$5.82M 0.06%
85,976
-15,997
219
$5.79M 0.06%
775,000
220
$5.78M 0.06%
80,336
-90,891
221
$5.75M 0.06%
155,513
+80,198
222
$5.72M 0.06%
50,992
-57,237
223
$5.69M 0.06%
+91,000
224
$5.68M 0.06%
+200,000
225
$5.68M 0.06%
15,050
-16,555
7 8
9
10 11