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
301
$5.48M 0.04%
292,252
+212,166
302
$5.48M 0.04%
+73,414
303
$5.48M 0.04%
252,506
+25,835
304
$5.45M 0.04%
+150,000
305
$5.44M 0.04%
25,483
-39,340
306
$5.41M 0.04%
1,715
-2,732
307
$5.4M 0.04%
22,291
-37,371
308
$5.32M 0.03%
90,159
+19,189
309
$5.27M 0.03%
60,191
+5,274
310
$5.26M 0.03%
68,482
-64,788
311
$5.23M 0.03%
71,151
-46,134
312
$5.21M 0.03%
392,578
-1,345,728
313
$5.2M 0.03%
24,100
-15,352
314
$5.18M 0.03%
33,838
+17,870
315
$5.13M 0.03%
367,422
+31,588
316
$5.11M 0.03%
43,981
-51,879
317
$5.1M 0.03%
50,540
+37,280
318
$5.02M 0.03%
14,472
-9,146
319
$4.95M 0.03%
106,532
+2,089
320
$4.94M 0.03%
39,806
+3,418
321
$4.94M 0.03%
104,113
+86,821
322
$4.94M 0.03%
234,714
+18,777
323
$4.94M 0.03%
91,869
-58,341
324
$4.93M 0.03%
29,977
-46,129
325
$4.91M 0.03%
26,725
+2,240
11 12
13
14 15