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
626
$880K 0.01%
2,456
+45
627
$862K 0.01%
9,856
+770
628
$855K 0.01%
+18,978
629
$839K 0.01%
17,862
-22,864
630
$837K 0.01%
6,769
+518
631
$819K 0.01%
7,932
+597
632
$797K 0.01%
18,952
+1,286
633
$792K 0.01%
10,061
-23,149
634
$782K 0.01%
73,112
+4,137
635
$780K 0.01%
8,802
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636
$778K 0.01%
11,065
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637
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11,929
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638
$734K 0.01%
4,618
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639
$733K 0.01%
10,130
-13,116
640
$732K 0.01%
10,753
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641
$731K 0.01%
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642
$721K 0.01%
30,791
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643
$713K 0.01%
25,861
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644
$704K 0.01%
3,375
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645
$701K 0.01%
16,802
-33,210
646
$698K 0.01%
34,046
-42,094
647
$697K 0.01%
9,379
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648
$676K ﹤0.01%
5,864
+498
649
$675K ﹤0.01%
7,037
+524
650
$668K ﹤0.01%
2,556
+193
24 25
26
27 28