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
376
$3.93M 0.03%
102,330
+84,593
377
$3.92M 0.03%
35,752
-20,431
378
$3.88M 0.03%
9,712
+536
379
$3.87M 0.03%
26,461
+1,310
380
$3.86M 0.03%
45,000
-50,000
381
$3.82M 0.03%
76,569
-682
382
$3.82M 0.03%
58,006
+2,932
383
$3.77M 0.03%
23,702
+1,161
384
$3.76M 0.03%
63,174
+2,991
385
$3.75M 0.03%
33,557
+3,824
386
$3.74M 0.03%
26,220
-16,621
387
$3.71M 0.03%
40,038
+2,989
388
$3.68M 0.03%
20,899
-14,614
389
$3.66M 0.03%
33,108
+1,780
390
$3.66M 0.03%
42,560
+158
391
$3.64M 0.03%
34,712
+1,847
392
$3.61M 0.03%
176,407
+8,871
393
$3.61M 0.03%
28,094
+1,400
394
$3.58M 0.03%
87,226
-199
395
$3.58M 0.03%
53,573
-16,709
396
$3.58M 0.03%
18,061
-4,149
397
$3.58M 0.03%
18,654
+898
398
$3.54M 0.03%
14,209
+749
399
$3.53M 0.03%
39,252
+93
400
$3.48M 0.03%
119,943
+5,597
14 15
16
17 18