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
$13.8B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$370M
2
+$120M
3
+$95.8M
4
QCOM icon
Qualcomm
QCOM
+$79.9M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$54.3M

Top Sells

1
+$1.03B
2
+$269M
3
+$246M
4
AVGO icon
Broadcom
AVGO
+$209M
5
MSFT icon
Microsoft
MSFT
+$193M

Sector Composition

1 Technology 26.58%
2 Financials 13.38%
3 Communication Services 9.93%
4 Healthcare 8.9%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7.3M 0.05%
139,373
-68,113
252
$7.3M 0.05%
9,015
+357
253
$7.28M 0.05%
2,312
-1,665
254
$7.22M 0.05%
79,230
+4,054
255
$7.18M 0.05%
85,907
+4,419
256
$7.13M 0.05%
675,000
-515,000
257
$7.07M 0.05%
85,920
+14,523
258
$7.06M 0.05%
91,026
+3,743
259
$6.92M 0.05%
51,605
-15,909
260
$6.88M 0.05%
153,474
-111,161
261
$6.88M 0.05%
42,227
+6,962
262
$6.82M 0.05%
48,617
+519
263
$6.79M 0.05%
84,557
-23,961
264
$6.7M 0.05%
56,974
+228
265
$6.63M 0.05%
70,635
-17,543
266
$6.59M 0.05%
91,369
-41,077
267
$6.59M 0.05%
13,035
-3,610
268
$6.58M 0.05%
113,788
+5,818
269
$6.51M 0.05%
64,316
-11,467
270
$6.51M 0.05%
86,709
-15,393
271
$6.51M 0.05%
248,925
-44,112
272
$6.44M 0.05%
180,444
-50,026
273
$6.44M 0.05%
+281,535
274
$6.41M 0.05%
3,299
+75
275
$6.39M 0.05%
157,621
-43,553
9 10
11
12 13