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
101
$1.45M 0.03%
9,219
-188,490
102
$1.44M 0.03%
67,799
-32,458
103
$1.41M 0.03%
24,285
-9,561
104
$1.39M 0.03%
29,953
-11,355
105
$1.39M 0.03%
52,305
-19,984
106
$1.38M 0.03%
20,610
-7,704
107
$1.37M 0.03%
26,734
-11,224
108
$1.36M 0.03%
6,742
-2,566
109
$1.35M 0.03%
47,880
-18,332
110
$1.31M 0.03%
40,136
-16,404
111
$1.27M 0.03%
15,244
-42,369
112
$1.23M 0.03%
18,547
-524,096
113
$1.21M 0.03%
30,556
-13,009
114
$1.2M 0.03%
15,092
-5,598
115
$1.17M 0.03%
21,643
-8,256
116
$1.16M 0.03%
14,079
-5,390
117
$1.15M 0.03%
31,602
-12,360
118
$1.15M 0.03%
1,290,360
-494,040
119
$1.1M 0.02%
18,590
-7,285
120
$1.1M 0.02%
20,778
-7,983
121
$1.08M 0.02%
15,199
-6,340
122
$998K 0.02%
10,462
-42,250
123
$949K 0.02%
10,844
-4,152
124
$913K 0.02%
20,633
-5,258
125
$895K 0.02%
11,492
-4,358
3 4
5
6 7