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CWM

CIBC World Markets Portfolio holdings

AUM $19.9B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.73B
AUM Growth
-$6.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$114M
3
+$107M
4
EVRG icon
Evergy
EVRG
+$91.9M
5
TXN icon
Texas Instruments
TXN
+$78.8M

Top Sells

1
+$187M
2
+$186M
3
+$136M
4
MSFT icon
Microsoft
MSFT
+$112M
5
T icon
AT&T
T
+$106M

Sector Composition

1 Technology 23.5%
2 Financials 14.49%
3 Communication Services 12.39%
4 Consumer Discretionary 8.9%
5 Healthcare 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-5,500
577
– –
-17,500
578
– –
0
579
– –
-383,000
580
– –
-17,900
581
– –
-27,000
582
– –
-13,000
583
– –
-48,315
584
– –
-2,058,000
585
– –
-1,177,000
586
– –
0
587
– –
-1,382,000
588
– –
-992,000
589
– –
-29,100
590
– –
-49,000
591
– –
-93,822
592
– –
-1,120,000
593
– –
-518,200
594
– –
-21,100
595
– –
-900,900
596
– –
-112,900
597
– –
-712,800
598
– –
-11,367
599
– –
-67,200
600
– –
-95,000
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