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
151
$626K 0.01%
13,537
-5,103
152
$612K 0.01%
17,774
-7,413
153
$606K 0.01%
19,464
-9,376
154
$589K 0.01%
10,598
-4,156
155
$584K 0.01%
17,372
-6,646
156
$528K 0.01%
7,943
-2,951
157
$525K 0.01%
7,114
-142
158
$508K 0.01%
18,854
-7,250
159
$487K 0.01%
9,809
-4,054
160
$478K 0.01%
17,530
-7,211
161
$410K 0.01%
15,181
-7,576
162
$386K 0.01%
+13,113
163
$385K 0.01%
3,554
-42,297
164
$317K 0.01%
8,096
-3,080
165
$283K 0.01%
2,013
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166
$265K 0.01%
3,648
-32
167
$258K 0.01%
9,000
-3,397
168
$248K 0.01%
3,627
-43
169
$237K 0.01%
9,114
-3,559
170
$231K 0.01%
8,213
-44,613
171
$229K 0.01%
3,573
-561,539
172
$221K ﹤0.01%
2,553
-78
173
$200K ﹤0.01%
4,971
-38
174
$200K ﹤0.01%
+5,591
175
$167K ﹤0.01%
+19,544
5 6
7
8 9