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
401
$1.28M 0.02%
8,457
-5,212
402
$1.26M 0.02%
12,584
+162
403
$1.26M 0.02%
47,248
+27,085
404
$1.25M 0.02%
14,847
+191
405
$1.25M 0.02%
197,700
406
$1.25M 0.02%
19,522
-258,894
407
$1.25M 0.02%
25,884
-13,889
408
$1.23M 0.02%
34,665
-114,086
409
$1.23M 0.02%
22,458
-13,833
410
$1.23M 0.02%
8,973
-4,641
411
$1.23M 0.02%
1,782
-1,102
412
$1.22M 0.02%
93,550
-57,450
413
$1.22M 0.02%
21,746
-21,341
414
$1.22M 0.02%
20,774
-12,793
415
$1.22M 0.02%
9,402
-5,786
416
$1.21M 0.02%
16,730
-10,306
417
$1.2M 0.02%
42,127
-334,246
418
$1.2M 0.02%
12,079
-57,816
419
$1.19M 0.02%
34,295
-21,123
420
$1.19M 0.02%
21,096
-184,412
421
$1.18M 0.02%
119,789
+74,165
422
$1.17M 0.02%
39,955
+22,906
423
$1.17M 0.02%
3,645
-2,244
424
$1.16M 0.02%
36,842
-306,156
425
$1.16M 0.02%
15,416
-50,519
15 16
17
18 19