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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
626
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627
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629
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630
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-6,000
632
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633
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-52,767
634
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-13,600
635
– –
-1,373,700
636
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-142,757
637
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-47,603
638
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-66,600
639
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-20,000
640
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641
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642
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643
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644
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645
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646
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647
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648
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649
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-62,946
650
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-3,500,000
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