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
251
$7.26M 0.05%
99,927
+83,864
252
$7.25M 0.05%
+286,702
253
$7.23M 0.05%
32,978
-21,900
254
$7.22M 0.05%
165,938
-19,638
255
$7.17M 0.05%
28,961
-8,380
256
$7.15M 0.05%
12,864
-3,669
257
$7.14M 0.05%
25,974
+1,987
258
$7.11M 0.05%
35,900
-12,560
259
$7.11M 0.05%
13,245
-3,935
260
$7.06M 0.05%
111,890
-111,293
261
$7M 0.05%
67,117
+35,415
262
$6.93M 0.05%
120,166
-33,758
263
$6.91M 0.05%
56,676
+4,818
264
$6.9M 0.05%
139,975
+97,975
265
$6.88M 0.05%
56,040
-37,296
266
$6.85M 0.04%
5,563
-1,555
267
$6.82M 0.04%
14,252
-17,914
268
$6.76M 0.04%
23,328
-6,652
269
$6.67M 0.04%
20,001
-5,652
270
$6.54M 0.04%
575,000
-500,000
271
$6.53M 0.04%
71,860
-44,347
272
$6.49M 0.04%
22,984
-11,521
273
$6.49M 0.04%
57,237
-16,181
274
$6.48M 0.04%
26,466
-3,164
275
$6.43M 0.04%
172,677
+14,738
9 10
11
12 13