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
$3.02B
AUM Growth
-$809M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$144M
2
+$95.1M
3
+$68.4M
4
AVGO icon
Broadcom
AVGO
+$65.5M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$64.4M

Top Sells

1
+$253M
2
+$184M
3
+$155M
4
TMUS icon
T-Mobile US
TMUS
+$135M
5
T icon
AT&T
T
+$126M

Sector Composition

1 Technology 20.28%
2 Consumer Staples 15.8%
3 Healthcare 11.27%
4 Consumer Discretionary 9.27%
5 Communication Services 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.8M 0.06%
29,880
-11,481
77
$2.72M 0.06%
88,432
+2,186
78
$2.62M 0.06%
256,680
-2,447,710
79
$2.55M 0.06%
+77,223
80
$2.46M 0.05%
27,429
-10,851
81
$2.26M 0.05%
6,269
-2,302
82
$2.23M 0.05%
+70,979
83
$2.09M 0.05%
56,772
-1,751,533
84
$1.92M 0.04%
13,799
-5,175
85
$1.88M 0.04%
49,073
-3,518,591
86
$1.87M 0.04%
67,123
-30,854
87
$1.82M 0.04%
118,770
-44,100
88
$1.69M 0.04%
70,676
-763,880
89
$1.68M 0.04%
20,747
-127
90
$1.63M 0.04%
+20,600
91
$1.62M 0.04%
73,002
-29,292
92
$1.6M 0.04%
15,400
-6,491
93
$1.59M 0.04%
87,420
-35,730
94
$1.56M 0.03%
+75,000
95
$1.53M 0.03%
160,000
96
$1.5M 0.03%
58,871
-652,275
97
$1.49M 0.03%
44,072
-16,557
98
$1.49M 0.03%
+173,256
99
$1.49M 0.03%
+19,139
100
$1.48M 0.03%
36,158
-16,605
2 3
4
5 6