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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
676
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-68,981
677
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678
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-55,000
679
– –
-9,500
680
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681
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-55,643
682
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-2,000
683
– –
-280,000
684
– –
-38,400
685
– –
-14,000
686
– –
-120,000
687
– –
-39,000
688
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-51,000
689
– –
-227,200
690
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-38,500
691
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-26,000
692
– –
-82,000
693
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-32,335
694
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-3,000
695
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-28,700
696
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-25,000
697
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-35,000
698
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-12,037
699
– –
-39,197
700
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-395,130
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