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
$13.8B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$350M
2
+$110M
3
+$91.7M
4
QCOM icon
Qualcomm
QCOM
+$82.9M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$52.8M

Top Sells

1
+$997M
2
+$261M
3
+$221M
4
AVGO icon
Broadcom
AVGO
+$195M
5
MSFT icon
Microsoft
MSFT
+$192M

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
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723
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724
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0
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