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
151
$14.2M 0.1%
275,173
+13,884
152
$14.2M 0.1%
77,015
-30,800
153
$14M 0.1%
189,761
+29,568
154
$13.9M 0.1%
418,627
+284,185
155
$13.9M 0.1%
117,334
+79,544
156
$13.9M 0.1%
53,785
+7,872
157
$13.8M 0.1%
302,349
-125,867
158
$13.8M 0.1%
263,797
-14,365
159
$13.6M 0.1%
141,960
+8,368
160
$13.6M 0.1%
400,000
-395,000
161
$13.6M 0.1%
124,284
+27,729
162
$13.5M 0.1%
99,268
+5,313
163
$13.4M 0.1%
148,373
+7,541
164
$13.3M 0.1%
467,000
-38,050
165
$13.2M 0.1%
38,228
+1,588
166
$13.1M 0.09%
167,952
+26,702
167
$13.1M 0.09%
239,880
+53,909
168
$13M 0.09%
172,873
+90,719
169
$13M 0.09%
227,515
+36,719
170
$13M 0.09%
350,000
171
$12.8M 0.09%
49,416
-14,005
172
$12.8M 0.09%
56,847
+38,567
173
$12.3M 0.09%
81,980
+8,694
174
$12.2M 0.09%
32,033
+1,566
175
$12.2M 0.09%
24,135
-6,560
5 6
7
8 9