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
576
$1.41M 0.01%
2,437
-1,520
577
$1.37M 0.01%
6,962
+289
578
$1.34M 0.01%
19,219
+941
579
$1.33M 0.01%
12,892
+474
580
$1.31M 0.01%
21,432
+1,594
581
$1.29M 0.01%
12,173
+585
582
$1.26M 0.01%
13,110
-9,076
583
$1.25M 0.01%
2,774
+196
584
$1.23M 0.01%
31,586
-25,757
585
$1.23M 0.01%
+15,695
586
$1.23M 0.01%
50,282
+3,278
587
$1.23M 0.01%
7,543
+547
588
$1.22M 0.01%
27,565
+2,063
589
$1.19M 0.01%
758
+51
590
$1.19M 0.01%
+40,207
591
$1.18M 0.01%
11,316
+843
592
$1.18M 0.01%
58,673
+1,724
593
$1.18M 0.01%
2,738
+200
594
$1.16M 0.01%
43,429
+1,957
595
$1.16M 0.01%
7,495
+913
596
$1.15M 0.01%
+61,910
597
$1.14M 0.01%
+37,237
598
$1.13M 0.01%
34,925
+2,830
599
$1.13M 0.01%
1,868
+139
600
$1.13M 0.01%
6,764
+340
22 23
24
25 26