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
426
$3.13M 0.02%
16,165
+479
427
$3.13M 0.02%
68,243
+423
428
$3.12M 0.02%
48,922
+40,441
429
$3.1M 0.02%
+23,225
430
$3.07M 0.02%
62,397
+11,459
431
$3.06M 0.02%
27,913
+2,527
432
$3.03M 0.02%
180,671
+767
433
$3.02M 0.02%
58,581
+2,891
434
$3M 0.02%
59,078
+1,985
435
$3M 0.02%
19,125
-145,777
436
$3M 0.02%
27,760
+1,283
437
$2.98M 0.02%
+26,994
438
$2.97M 0.02%
9,887
+500
439
$2.95M 0.02%
25,679
+20,110
440
$2.94M 0.02%
16,301
+882
441
$2.91M 0.02%
17,883
+844
442
$2.91M 0.02%
+57,891
443
$2.91M 0.02%
21,720
+1,731
444
$2.9M 0.02%
8,056
+435
445
$2.9M 0.02%
23,210
+1,765
446
$2.89M 0.02%
78,933
+23,249
447
$2.88M 0.02%
20,772
+1,286
448
$2.87M 0.02%
48,162
-15,468
449
$2.86M 0.02%
40,536
+2,061
450
$2.83M 0.02%
41,608
+1,376
16 17
18
19 20