CWM

CIBC World Markets Portfolio holdings

AUM $19.9B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.02B
AUM Growth
-$809M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$92.4M
3
+$65.5M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$61.1M
5
AVGO icon
Broadcom
AVGO
+$57.3M

Top Sells

1
+$232M
2
+$177M
3
+$155M
4
TMUS icon
T-Mobile US
TMUS
+$133M
5
T icon
AT&T
T
+$126M

Sector Composition

1 Technology 20.28%
2 Consumer Staples 15.8%
3 Healthcare 11.27%
4 Consumer Discretionary 9.27%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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10