We are live on ! Find out more
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
701
– –
-24,300
702
– –
-461,252
703
– –
-21,400
704
– –
-700
705
– –
-28,000
706
– –
-900
707
– –
-35,500
708
– –
-35,243
709
– –
-34,500
710
– –
-5,500
711
– –
-47,500
712
– –
-370,000
713
– –
-108,363
714
– –
-81,000
715
– –
-20,400
716
– –
0
717
– –
-48,300
718
– –
-16,000
719
– –
-122,465
720
– –
-120,144
721
– –
-19,000
722
– –
-500,000
723
– –
-19,000
724
– –
-45,600
725
– –
-1,520,000
25 26 27 28
29