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
126
$891K 0.02%
8,261
-111,455
127
$866K 0.02%
12,796
-5,011
128
$858K 0.02%
20,774
-8,013
129
$848K 0.02%
69,200
-27,144
130
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11,225
-4,198
131
$805K 0.02%
10,075
-3,973
132
$799K 0.02%
9,690
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133
$788K 0.02%
13,510
-5,254
134
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95,270
-36,060
135
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24,989
-11,391
136
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13,630
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137
$752K 0.02%
7,511
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138
$746K 0.02%
23,271
-10,333
139
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3,819
-114,483
140
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15,323
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141
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40,095
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142
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39,108
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143
$694K 0.02%
566
-238
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20,388
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145
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18,465
-6,954
146
$651K 0.01%
62,207
-27,822
147
$649K 0.01%
+22,615
148
$643K 0.01%
5,096
-1,951
149
$640K 0.01%
14,352
-5,478
150
$632K 0.01%
17,173
-6,394
4 5
6
7 8