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
451
$2.82M 0.02%
35,614
+385
452
$2.81M 0.02%
6,426
+328
453
$2.81M 0.02%
27,174
-17,410
454
$2.77M 0.02%
+68,140
455
$2.75M 0.02%
7,995
+421
456
$2.69M 0.02%
15,035
+1,141
457
$2.65M 0.02%
16,147
-11,478
458
$2.65M 0.02%
22,994
-102,161
459
$2.64M 0.02%
18,898
-13,363
460
$2.64M 0.02%
4,886
+3,516
461
$2.63M 0.02%
69,241
+3,676
462
$2.63M 0.02%
36,471
-26,450
463
$2.62M 0.02%
12,180
+653
464
$2.62M 0.02%
22,768
-424,293
465
$2.58M 0.02%
87,749
+5,702
466
$2.58M 0.02%
6,955
+287
467
$2.57M 0.02%
31,601
+1,491
468
$2.57M 0.02%
28,168
+929
469
$2.55M 0.02%
400,000
-280,000
470
$2.54M 0.02%
11,372
+519
471
$2.53M 0.02%
137,074
-96,530
472
$2.52M 0.02%
17,011
-12,528
473
$2.52M 0.02%
19,147
+779
474
$2.51M 0.02%
63,149
-10,497
475
$2.51M 0.02%
67,960
-22,762
17 18
19
20 21