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
101
$22.1M 0.16%
348,323
+236,569
102
$22M 0.16%
153,291
-16,031
103
$21.9M 0.16%
180,512
+9,119
104
$21.5M 0.15%
55,166
-4,598
105
$21.3M 0.15%
139,155
+2,137
106
$21.3M 0.15%
95,391
+1,011
107
$21.1M 0.15%
73,333
-4,524
108
$21.1M 0.15%
65,015
-10,920
109
$21M 0.15%
77,358
-54,943
110
$20.9M 0.15%
123,758
+81,786
111
$20.8M 0.15%
400,000
112
$20.6M 0.15%
173,815
+117,789
113
$20.5M 0.15%
133,156
+13,994
114
$20.5M 0.15%
272,300
+14,604
115
$20.4M 0.15%
82,737
+4,113
116
$20.1M 0.15%
112,058
-394
117
$20.1M 0.14%
124,048
+82,840
118
$19.2M 0.14%
816,905
-522,273
119
$18.9M 0.14%
40,674
-11,254
120
$18.8M 0.14%
290,362
+3,322
121
$18.1M 0.13%
174,843
-270,307
122
$18M 0.13%
153,390
-108,591
123
$18M 0.13%
78,191
-57,595
124
$18M 0.13%
54,167
+2,649
125
$17.9M 0.13%
334,250
+185,651
3 4
5
6 7