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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
651
– –
-64,200
652
– –
-22,500
653
– –
-539,300
654
– –
-65,400
655
– –
-47,000
656
– –
-147,274
657
– –
-109,300
658
– –
-2,000
659
– –
-130,600
660
– –
-158,547
661
– –
-39,800
662
– –
-499,005
663
– –
-91,765
664
– –
-309,500
665
– –
-69,000
666
– –
-24,000
667
– –
-123,300
668
– –
-98,000
669
– –
-42,500
670
– –
-7,800
671
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-58,107
672
– –
-38,977
673
– –
-140,000
674
– –
-16,500
675
– –
-128,613
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