CWM

CIBC World Markets Portfolio holdings

AUM $19.9B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17B
AUM Growth
+$3.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,332
New
Increased
Reduced
Closed

Top Buys

1
+$605M
2
+$225M
3
+$211M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$154M
5
MA icon
Mastercard
MA
+$139M

Top Sells

1
+$97.3M
2
+$54.3M
3
+$49.9M
4
AMD icon
Advanced Micro Devices
AMD
+$30.7M
5
TSLA icon
Tesla
TSLA
+$29.3M

Sector Composition

1 Technology 29.41%
2 Financials 12.22%
3 Communication Services 10.03%
4 Consumer Discretionary 8.77%
5 Healthcare 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$12.8K ﹤0.01%
+11,712
1302
$11.5K ﹤0.01%
+524
1303
$11.2K ﹤0.01%
+789
1304
$10.1K ﹤0.01%
+727
1305
$9.63K ﹤0.01%
+752
1306
$9.04K ﹤0.01%
+1,082
1307
$8.57K ﹤0.01%
+710
1308
$8.04K ﹤0.01%
+1,236
1309
$7.93K ﹤0.01%
+10,744
1310
$6.95K ﹤0.01%
+13,825
1311
$3.51K ﹤0.01%
+10,478
1312
– –
-27,000
1313
– –
-12,358
1314
– –
-8,828
1315
– –
-3,635
1316
– –
-22,000
1317
– –
-63,149
1318
– –
-40,000
1319
– –
0
1320
– –
0
1321
– –
0
1322
– –
-500,000
1323
– –
-12,891
1324
– –
0
1325
– –
-2,228
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