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
276
$6.33M 0.04%
48,108
-5,757
277
$6.22M 0.04%
165,642
-295,799
278
$6.19M 0.04%
58,116
-39,095
279
$6.18M 0.04%
48,133
-76,854
280
$6.12M 0.04%
42,089
+3,606
281
$6.07M 0.04%
82,885
-1,603,712
282
$6.06M 0.04%
+80,000
283
$6.02M 0.04%
290,934
-34,690
284
$5.95M 0.04%
76,970
+5,123
285
$5.92M 0.04%
16,676
-30,726
286
$5.87M 0.04%
95,000
+45,000
287
$5.81M 0.04%
60,816
-17,294
288
$5.79M 0.04%
+200,000
289
$5.77M 0.04%
22,654
-6,476
290
$5.76M 0.04%
184,049
+11,173
291
$5.71M 0.04%
22,305
-14,158
292
$5.67M 0.04%
99,045
+64,821
293
$5.66M 0.04%
300,000
294
$5.65M 0.04%
124,548
-221,063
295
$5.64M 0.04%
18,275
+1,581
296
$5.64M 0.04%
43,832
-916
297
$5.58M 0.04%
166,480
-107,566
298
$5.54M 0.04%
13,937
+3,868
299
$5.52M 0.04%
5,687
-6,917
300
$5.49M 0.04%
+740,000
10 11
12
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