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
76
$29M 0.21%
580,018
+395,000
77
$27.9M 0.2%
147,768
+6,792
78
$27.7M 0.2%
542,212
+54,849
79
$27.6M 0.2%
145,382
+134,027
80
$27.5M 0.2%
55,926
-69,389
81
$27.4M 0.2%
263,988
-268,457
82
$27.4M 0.2%
44,090
-12,204
83
$27.3M 0.2%
308,268
-272,512
84
$27.1M 0.2%
484,974
+234,974
85
$26.9M 0.19%
236,102
+12,124
86
$26.9M 0.19%
466,094
+148,038
87
$26.8M 0.19%
367,306
+350,774
88
$26.6M 0.19%
208,000
+132,473
89
$26.4M 0.19%
130,446
-36,533
90
$26.1M 0.19%
27,515
+223
91
$25.3M 0.18%
500,000
-357,000
92
$25M 0.18%
239,764
-14,610
93
$24.8M 0.18%
92,472
-6,273
94
$24.6M 0.18%
157,681
+26,507
95
$23.6M 0.17%
278,873
-135,837
96
$22.9M 0.17%
63,060
+42,661
97
$22.8M 0.16%
84,144
-131,113
98
$22.7M 0.16%
47,764
+279
99
$22.5M 0.16%
5,331
-4,971
100
$22.3M 0.16%
769,158
-320,163
2 3
4
5 6