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
51
$47.3M 0.34%
239,717
+9,523
52
$46.4M 0.33%
367,700
+248,436
53
$44.2M 0.32%
188,811
+49,546
54
$43.1M 0.31%
1,032,844
-276,910
55
$43.1M 0.31%
185,446
+125,262
56
$42.3M 0.31%
47,704
+25,501
57
$42.1M 0.3%
346,595
-9,543
58
$41.5M 0.3%
779,686
-128,909
59
$38.3M 0.28%
1,742,413
-120,789
60
$37.5M 0.27%
220,264
-198,194
61
$37.5M 0.27%
664,243
-247,053
62
$36.8M 0.27%
358,628
-22,411
63
$36.4M 0.26%
176,419
-67,088
64
$36.4M 0.26%
143,453
-83,794
65
$36.2M 0.26%
69,870
-106,294
66
$35.1M 0.25%
194,769
+32,451
67
$34.1M 0.25%
224,033
+54,203
68
$33.8M 0.24%
163,774
-95,687
69
$32.1M 0.23%
62,055
+666
70
$32.1M 0.23%
51,819
+2,662
71
$31.6M 0.23%
428,968
-48,937
72
$31.4M 0.23%
90,828
-43,839
73
$31.2M 0.22%
34,866
+1,407
74
$30M 0.22%
85,004
+3,966
75
$30M 0.22%
219,377
+52,769
1 2
3
4 5