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
276
$6.34M 0.05%
74,969
+12,670
277
$6.26M 0.05%
269,622
+183,232
278
$6.24M 0.05%
41,330
+1,691
279
$6.23M 0.04%
5,998
+328
280
$6.14M 0.04%
33,846
-24,642
281
$6.14M 0.04%
6,637
+352
282
$6.13M 0.04%
25,766
+1,251
283
$6.1M 0.04%
30,685
-8,976
284
$6.03M 0.04%
67,648
+3,470
285
$6.02M 0.04%
18,606
+991
286
$5.95M 0.04%
19,958
+1,076
287
$5.93M 0.04%
81,266
+7,075
288
$5.93M 0.04%
43,887
-25,025
289
$5.88M 0.04%
39,605
+1,819
290
$5.88M 0.04%
265,958
+13,546
291
$5.81M 0.04%
19,728
+81
292
$5.8M 0.04%
97,370
+16,167
293
$5.79M 0.04%
32,628
-22,470
294
$5.75M 0.04%
32,307
+329
295
$5.75M 0.04%
28,630
+1,436
296
$5.73M 0.04%
87,815
-24,011
297
$5.69M 0.04%
24,025
+561
298
$5.67M 0.04%
54,579
+2,392
299
$5.67M 0.04%
156,827
-44,131
300
$5.64M 0.04%
131,554
+416
10 11
12
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