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
176
$12.1M 0.09%
104,771
+5,301
177
$12.1M 0.09%
61,681
+2,755
178
$11.9M 0.09%
42,400
+565
179
$11.9M 0.09%
30,671
+1,485
180
$11.7M 0.08%
56,664
-18,184
181
$11.7M 0.08%
43,033
-11,706
182
$11.5M 0.08%
328,882
+10,633
183
$11.1M 0.08%
99,729
-1,023
184
$11.1M 0.08%
259,360
-132,854
185
$11M 0.08%
17,469
+933
186
$10.8M 0.08%
7,601
+427
187
$10.7M 0.08%
170,557
+8,563
188
$10.7M 0.08%
51,639
+2,582
189
$10.6M 0.08%
163,301
+8,336
190
$10.6M 0.08%
306,602
-86,999
191
$10.6M 0.08%
137,685
-130,725
192
$10.6M 0.08%
164,731
+112,697
193
$10.5M 0.08%
25,885
+657
194
$10.3M 0.07%
42,956
+29,047
195
$10.3M 0.07%
142,977
-787
196
$10.2M 0.07%
36,431
-9,927
197
$10.2M 0.07%
274,003
+171,482
198
$10.2M 0.07%
22,613
+1,121
199
$10.2M 0.07%
136,459
+92,176
200
$10.1M 0.07%
33,566
+3,953
6 7
8
9 10