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
$2.96B
AUM Growth
-$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$72.2M
3
+$71.6M
4
META icon
Meta Platforms (Facebook)
META
+$50.5M
5
JNJ icon
Johnson & Johnson
JNJ
+$41.4M

Top Sells

1
+$133M
2
+$120M
3
+$95.1M
4
CTXS
Citrix Systems Inc
CTXS
+$78.8M
5
PM icon
Philip Morris
PM
+$72M

Sector Composition

1 Consumer Staples 18.41%
2 Technology 18.22%
3 Healthcare 16.76%
4 Communication Services 12.15%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-230,000
227
– –
0
228
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0
229
– –
0
230
– –
-655,000
231
– –
-166,089
232
– –
-110,281
6 7 8 9
10