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
351
$4.4M 0.03%
70,587
+58,796
352
$4.4M 0.03%
36,293
+6,166
353
$4.37M 0.03%
67,112
-59,351
354
$4.33M 0.03%
23,825
+1,021
355
$4.33M 0.03%
+150,000
356
$4.33M 0.03%
29,233
+1,168
357
$4.3M 0.03%
438
-303
358
$4.27M 0.03%
73,380
-51,345
359
$4.25M 0.03%
59,616
+50,063
360
$4.24M 0.03%
21,133
-4,158
361
$4.23M 0.03%
89,795
-15,293
362
$4.22M 0.03%
62,977
-16,393
363
$4.2M 0.03%
31,691
+1,320
364
$4.17M 0.03%
20,333
+190
365
$4.16M 0.03%
13,303
-91
366
$4.16M 0.03%
17,021
-9,688
367
$4.15M 0.03%
15,443
+682
368
$4.14M 0.03%
177,305
+1,588
369
$4.13M 0.03%
281,204
+2,975
370
$4.12M 0.03%
42,860
+2,201
371
$4.12M 0.03%
30,281
+247
372
$4.08M 0.03%
105,079
+16,030
373
$4.07M 0.03%
125,000
374
$4.06M 0.03%
28,303
-20,464
375
$3.98M 0.03%
84,692
-19,841
13 14
15
16 17