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
126
$17.9M 0.13%
111,167
+1,278
127
$17.8M 0.13%
16,952
-4,664
128
$17.8M 0.13%
64,342
-18,110
129
$17.5M 0.13%
102,116
-28,068
130
$17.4M 0.13%
178,621
-325,259
131
$17.1M 0.12%
218,841
-54,913
132
$17M 0.12%
29,013
+1,303
133
$16.8M 0.12%
46,530
+2,672
134
$16.8M 0.12%
205,780
-57,890
135
$16.7M 0.12%
127,516
+2,382
136
$16.6M 0.12%
860,000
137
$16.6M 0.12%
157,759
+6,630
138
$16.5M 0.12%
196,335
-54,393
139
$16.4M 0.12%
21,183
-5,951
140
$16.4M 0.12%
31,535
+1,554
141
$16.3M 0.12%
114,811
+19,238
142
$16M 0.12%
154,971
+23,520
143
$15.7M 0.11%
174,076
+2,908
144
$15.4M 0.11%
69,741
-99,325
145
$15.1M 0.11%
1,826,854
+147,978
146
$15M 0.11%
120,857
+81,756
147
$14.9M 0.11%
254,235
+4,345
148
$14.7M 0.11%
391,679
-4,565
149
$14.6M 0.11%
35,102
+1,396
150
$14.6M 0.11%
174,633
+3,281
4 5
6
7 8