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
526
$1.97M 0.01%
11,069
+1,053
527
$1.96M 0.01%
38,729
+1,982
528
$1.95M 0.01%
+69,088
529
$1.95M 0.01%
+40,000
530
$1.94M 0.01%
31,253
+1,667
531
$1.94M 0.01%
7,379
+398
532
$1.94M 0.01%
96,480
+4,836
533
$1.9M 0.01%
11,007
+474
534
$1.88M 0.01%
+48,127
535
$1.88M 0.01%
161,793
+8,530
536
$1.88M 0.01%
8,949
+686
537
$1.87M 0.01%
7,300
+82
538
$1.85M 0.01%
8,079
+409
539
$1.85M 0.01%
15,410
-177
540
$1.82M 0.01%
87,363
-34,575
541
$1.78M 0.01%
15,918
+738
542
$1.75M 0.01%
15,896
+923
543
$1.74M 0.01%
+95,939
544
$1.74M 0.01%
7,898
+311
545
$1.73M 0.01%
44,433
+2,559
546
$1.73M 0.01%
43,796
-716,204
547
$1.72M 0.01%
11,812
+524
548
$1.72M 0.01%
2,065
-4,517
549
$1.71M 0.01%
21,401
+1,157
550
$1.71M 0.01%
+83,904
20 21
22
23 24