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CWM

CIBC World Markets Portfolio holdings

AUM $19.9B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.93B
AUM Growth
+$977M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$165M
2
+$137M
3
+$93.8M
4
META icon
Meta Platforms (Facebook)
META
+$87.5M
5
MSFT icon
Microsoft
MSFT
+$78.4M

Top Sells

1
+$255M
2
+$142M
3
+$125M
4
AAPL icon
Apple
AAPL
+$67.3M
5
MRK icon
Merck
MRK
+$61.6M

Sector Composition

1 Communication Services 22.98%
2 Technology 19.66%
3 Healthcare 13.09%
4 Consumer Staples 11.48%
5 Energy 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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-8,905
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253
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-60,078
254
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-427,612
255
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-132,500
256
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-325,000
257
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-95,000
258
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-50,000
259
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0
260
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0
261
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-7,900
262
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263
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-300,000
264
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265
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0
266
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-674,558
267
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268
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-225,446
269
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0
270
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271
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272
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273
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275
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