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
326
$4.88M 0.03%
35,434
-24,922
327
$4.88M 0.03%
24,657
-7,070
328
$4.88M 0.03%
56,488
+4,996
329
$4.86M 0.03%
6,741
-1,994
330
$4.81M 0.03%
82,673
-25,292
331
$4.75M 0.03%
121,979
-34,610
332
$4.69M 0.03%
+25,668
333
$4.68M 0.03%
58,430
-16,559
334
$4.68M 0.03%
125,148
-14,955
335
$4.67M 0.03%
680,000
336
$4.65M 0.03%
52,247
+4,229
337
$4.62M 0.03%
18,278
-5,299
338
$4.58M 0.03%
78,018
+41,298
339
$4.54M 0.03%
125,223
+16,921
340
$4.53M 0.03%
63,132
-17,869
341
$4.52M 0.03%
+125,000
342
$4.51M 0.03%
4,435
-1,271
343
$4.5M 0.03%
31,006
-9,080
344
$4.47M 0.03%
103,569
+7,484
345
$4.46M 0.03%
24,445
+20,101
346
$4.46M 0.03%
68,336
-19,240
347
$4.42M 0.03%
9,728
+906
348
$4.36M 0.03%
+150,000
349
$4.36M 0.03%
77,310
-1,473
350
$4.36M 0.03%
370,670
+33,317
12 13
14
15 16