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
301
$5.61M 0.04%
283,896
+14,370
302
$5.61M 0.04%
530,930
-375,036
303
$5.55M 0.04%
46,816
+3,549
304
$5.48M 0.04%
120,808
+81,205
305
$5.44M 0.04%
54,251
+4,264
306
$5.41M 0.04%
71,840
+2,953
307
$5.4M 0.04%
23,989
+1,917
308
$5.4M 0.04%
81,772
+4,220
309
$5.39M 0.04%
31,381
+1,591
310
$5.38M 0.04%
54,781
+2,814
311
$5.34M 0.04%
38,216
-26,900
312
$5.31M 0.04%
163,165
+27,481
313
$5.3M 0.04%
10,456
+444
314
$5.27M 0.04%
42,663
+28,928
315
$5.18M 0.04%
73,680
-265,894
316
$5.18M 0.04%
16,352
+865
317
$5.17M 0.04%
38,233
+31,525
318
$5.12M 0.04%
57,890
+69
319
$5.1M 0.04%
37,577
-25,970
320
$5.08M 0.04%
29,472
-5,951
321
$5.05M 0.04%
49,345
+300
322
$5.05M 0.04%
56,698
+2,814
323
$5M 0.04%
471,153
+137,273
324
$4.95M 0.04%
281,131
+190,360
325
$4.94M 0.04%
16,794
+860
11 12
13
14 15