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
$15.2B
AUM Growth
-$3.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
819
New
Increased
Reduced
Closed

Top Buys

1
+$358M
2
+$70.8M
3
+$44M
4
UNH icon
UnitedHealth
UNH
+$43.3M
5
BN icon
Brookfield
BN
+$41.9M

Top Sells

1
+$790M
2
+$504M
3
+$427M
4
META icon
Meta Platforms (Facebook)
META
+$384M
5
AMZN icon
Amazon
AMZN
+$335M

Sector Composition

1 Technology 24.03%
2 Financials 13.66%
3 Communication Services 10.19%
4 Consumer Discretionary 6.75%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.49M 0.06%
238,439
-27,472
227
$8.4M 0.06%
65,173
-7,221
228
$8.32M 0.05%
63,447
+5,461
229
$8.32M 0.05%
23,944
-6,618
230
$8.06M 0.05%
89,813
-167,052
231
$7.94M 0.05%
40,843
+21,549
232
$7.94M 0.05%
136,600
-209,550
233
$7.86M 0.05%
5,201
-3,301
234
$7.85M 0.05%
143,156
-162,307
235
$7.84M 0.05%
109,336
-226,044
236
$7.84M 0.05%
114,761
-191,388
237
$7.8M 0.05%
75,709
+5,818
238
$7.79M 0.05%
24,306
-14,681
239
$7.79M 0.05%
46,039
-13,086
240
$7.64M 0.05%
291,866
+25,856
241
$7.63M 0.05%
28,424
-7,610
242
$7.57M 0.05%
208,668
+18,526
243
$7.52M 0.05%
87,368
-55,503
244
$7.48M 0.05%
103,232
-27,724
245
$7.48M 0.05%
77,326
-81,545
246
$7.44M 0.05%
13,778
-8,825
247
$7.4M 0.05%
235,000
+100,000
248
$7.37M 0.05%
27,022
-8,735
249
$7.33M 0.05%
190,102
-121,020
250
$7.26M 0.05%
74,132
+62,207
8 9
10
11 12