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
476
$2.5M 0.02%
19,853
+642
477
$2.5M 0.02%
29,774
+1,380
478
$2.49M 0.02%
14,126
+175
479
$2.47M 0.02%
49,058
-35,822
480
$2.46M 0.02%
+10,354
481
$2.43M 0.02%
9,572
+423
482
$2.41M 0.02%
100,657
+4,401
483
$2.4M 0.02%
10,890
+489
484
$2.4M 0.02%
+12,857
485
$2.4M 0.02%
13,339
+901
486
$2.35M 0.02%
+48,537
487
$2.35M 0.02%
15,131
+824
488
$2.34M 0.02%
11,767
+831
489
$2.3M 0.02%
20,916
+1,115
490
$2.3M 0.02%
82,368
+11,719
491
$2.27M 0.02%
25,587
+930
492
$2.25M 0.02%
46,160
+2,384
493
$2.25M 0.02%
27,854
+5,753
494
$2.24M 0.02%
+140,000
495
$2.23M 0.02%
17,184
-2,323
496
$2.22M 0.02%
196,191
+9,944
497
$2.22M 0.02%
+79,638
498
$2.21M 0.02%
10,310
+548
499
$2.21M 0.02%
9,483
+414
500
$2.21M 0.02%
500,000
-450,000
18 19
20
21 22