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
501
$2.2M 0.02%
22,535
+1,221
502
$2.2M 0.02%
245,145
-21,370
503
$2.18M 0.02%
32,431
+2,495
504
$2.17M 0.02%
20,450
+8,500
505
$2.16M 0.02%
+206,786
506
$2.14M 0.02%
21,708
+1,046
507
$2.14M 0.02%
16,772
+880
508
$2.11M 0.02%
34,792
+1,757
509
$2.11M 0.02%
24,596
+812
510
$2.11M 0.02%
60,834
+3,091
511
$2.08M 0.02%
18,435
+888
512
$2.08M 0.02%
20,586
+1,030
513
$2.07M 0.01%
7,148
+379
514
$2.06M 0.01%
20,723
+1,156
515
$2.06M 0.01%
33,153
+1,666
516
$2.05M 0.01%
4,776
-3,318
517
$2.05M 0.01%
74,773
+2,545
518
$2.03M 0.01%
12,788
-7,217
519
$2.03M 0.01%
76,225
+2,781
520
$2.03M 0.01%
7,371
+553
521
$2.01M 0.01%
14,793
+1,207
522
$2.01M 0.01%
10,088
+107
523
$2M 0.01%
+26,533
524
$1.97M 0.01%
5,237
-3,655
525
$1.97M 0.01%
14,635
-33,670
19 20
21
22 23