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
651
$658K ﹤0.01%
+23,000
652
$654K ﹤0.01%
4,069
-5,290
653
$653K ﹤0.01%
7,289
+488
654
$640K ﹤0.01%
9,708
+355
655
$639K ﹤0.01%
17,621
-22,775
656
$633K ﹤0.01%
22,393
+1,920
657
$622K ﹤0.01%
+8,035
658
$618K ﹤0.01%
9,476
+150
659
$608K ﹤0.01%
3,137
-3,773
660
$598K ﹤0.01%
21,118
+2,267
661
$596K ﹤0.01%
15,557
+1,055
662
$587K ﹤0.01%
13,631
+980
663
$584K ﹤0.01%
15,142
+1,131
664
$582K ﹤0.01%
12,087
+1,162
665
$569K ﹤0.01%
51,293
+4,287
666
$567K ﹤0.01%
15,942
+1,191
667
$559K ﹤0.01%
4,154
+311
668
$552K ﹤0.01%
7,398
+595
669
$538K ﹤0.01%
+27,000
670
$525K ﹤0.01%
6,053
+423
671
$510K ﹤0.01%
8,000
-27,000
672
$508K ﹤0.01%
9,417
+735
673
$486K ﹤0.01%
12,085
-27,804
674
$484K ﹤0.01%
43,157
+3,944
675
$473K ﹤0.01%
3,635
+285
25 26
27
28 29