CWM

CIBC World Markets Portfolio holdings

AUM $19.9B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.73B
AUM Growth
-$6.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$114M
3
+$107M
4
EVRG icon
Evergy
EVRG
+$91.9M
5
TXN icon
Texas Instruments
TXN
+$78.8M

Top Sells

1
+$187M
2
+$186M
3
+$136M
4
MSFT icon
Microsoft
MSFT
+$112M
5
T icon
AT&T
T
+$106M

Sector Composition

1 Technology 23.5%
2 Financials 14.49%
3 Communication Services 12.39%
4 Consumer Discretionary 8.9%
5 Healthcare 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.52M 0.02%
22,136
-68,732
377
$1.5M 0.02%
10,221
-6,294
378
$1.48M 0.02%
1,744
-4,871
379
$1.45M 0.02%
35,300
+14,000
380
$1.45M 0.02%
54,972
+31,522
381
$1.44M 0.02%
26,500
-16,900
382
$1.44M 0.02%
26,245
-16,163
383
$1.44M 0.02%
43,700
-69,400
384
$1.43M 0.02%
+24,400
385
$1.43M 0.02%
13,207
-147,337
386
$1.41M 0.02%
20,651
-12,718
387
$1.39M 0.02%
19,660
-171,856
388
$1.39M 0.02%
56,194
-788,607
389
$1.38M 0.02%
284,994
-175,490
390
$1.37M 0.02%
29,144
-47,548
391
$1.36M 0.02%
123,099
+70,582
392
$1.36M 0.02%
23,483
-237,277
393
$1.36M 0.02%
29,696
-18,284
394
$1.33M 0.02%
16,521
-114,403
395
$1.32M 0.02%
+210,000
396
$1.32M 0.02%
72,619
-34,180
397
$1.31M 0.02%
18,006
-11,088
398
$1.31M 0.02%
50,030
+30,974
399
$1.3M 0.02%
23,968
-197,559
400
$1.29M 0.02%
77,309
-93,676
14 15
16
17 18