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
201
$10M 0.07%
38,295
+1,834
202
$9.95M 0.07%
18,839
+776
203
$9.86M 0.07%
291,061
+197,117
204
$9.79M 0.07%
163,903
+23,247
205
$9.71M 0.07%
51,182
+552
206
$9.7M 0.07%
231,290
+47,396
207
$9.65M 0.07%
50,316
+8,299
208
$9.65M 0.07%
40,199
-11,300
209
$9.56M 0.07%
38,440
-38,007
210
$9.53M 0.07%
77,521
-31,224
211
$9.5M 0.07%
37,261
+1,896
212
$9.48M 0.07%
114,940
-477
213
$9.45M 0.07%
39,197
+1,996
214
$9.44M 0.07%
132,000
215
$9.41M 0.07%
297,604
+44,151
216
$9.39M 0.07%
16,875
-4,704
217
$9.36M 0.07%
33,970
-58,194
218
$9.22M 0.07%
125,949
-1,877
219
$9.04M 0.07%
112,302
+5,812
220
$8.97M 0.06%
19,101
+4
221
$8.91M 0.06%
106,361
-1,377
222
$8.88M 0.06%
15,239
+50
223
$8.83M 0.06%
34,569
+1,618
224
$8.8M 0.06%
69,421
-64,659
225
$8.73M 0.06%
83,381
+14,039
7 8
9
10 11