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
676
$470K ﹤0.01%
9,245
+693
677
$465K ﹤0.01%
15,954
+2,526
678
$450K ﹤0.01%
6,508
+480
679
$421K ﹤0.01%
9,451
+644
680
$407K ﹤0.01%
+5,656
681
$405K ﹤0.01%
21,934
+3,297
682
$401K ﹤0.01%
2,632
+197
683
$397K ﹤0.01%
1,661
+119
684
$394K ﹤0.01%
12,358
-38,864
685
$392K ﹤0.01%
2,742
-5,806
686
$388K ﹤0.01%
1,161
-1,432
687
$356K ﹤0.01%
3,719
-5,111
688
$350K ﹤0.01%
30,000
-20,000
689
$338K ﹤0.01%
2,248
+174
690
$313K ﹤0.01%
+9,718
691
$277K ﹤0.01%
8,828
+659
692
$257K ﹤0.01%
+12,891
693
$251K ﹤0.01%
1,114
-2,136
694
– –
-1,650,000
695
– –
-10,956
696
– –
-65,000
697
– –
-26,868
698
– –
-50,000
699
– –
-90,973
700
– –
-70,000
26 27
28
29 30