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
326
$4.91M 0.04%
67,594
-18,794
327
$4.89M 0.04%
46,955
+2,414
328
$4.88M 0.04%
521,900
-70,988
329
$4.88M 0.04%
19,977
+1,047
330
$4.87M 0.04%
32,367
+1,434
331
$4.83M 0.03%
107,085
+5,603
332
$4.79M 0.03%
46,243
+562
333
$4.78M 0.03%
21,130
-5,928
334
$4.77M 0.03%
66,025
+44,190
335
$4.77M 0.03%
132,844
+15,382
336
$4.7M 0.03%
43,150
+366
337
$4.7M 0.03%
58,381
+39,479
338
$4.69M 0.03%
90,918
-55,183
339
$4.66M 0.03%
48,223
+7,949
340
$4.59M 0.03%
700,000
-25,000
341
$4.59M 0.03%
38,723
+24,550
342
$4.56M 0.03%
52,369
+2,807
343
$4.54M 0.03%
88,335
+73,695
344
$4.5M 0.03%
17,951
+950
345
$4.48M 0.03%
8,324
+334
346
$4.48M 0.03%
36,562
+116
347
$4.45M 0.03%
22,973
-6,275
348
$4.45M 0.03%
32,929
+1,700
349
$4.4M 0.03%
13,816
-3,770
350
$4.4M 0.03%
2,933
+147
12 13
14
15 16