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
376
$3.91M 0.03%
59,874
-6,985
377
$3.9M 0.03%
28,145
-182,899
378
$3.87M 0.03%
31,328
-109,129
379
$3.86M 0.03%
130,267
+68,736
380
$3.85M 0.03%
40,572
-11,519
381
$3.82M 0.03%
6,220
-1,741
382
$3.78M 0.02%
14,552
-4,143
383
$3.76M 0.02%
237,548
+20,426
384
$3.72M 0.02%
7,797
-2,257
385
$3.66M 0.02%
+200,000
386
$3.64M 0.02%
28,922
+15,261
387
$3.64M 0.02%
46,480
+3,777
388
$3.64M 0.02%
13,319
-3,786
389
$3.62M 0.02%
62,624
+51,133
390
$3.62M 0.02%
27,107
-32,749
391
$3.61M 0.02%
196,652
-54,255
392
$3.56M 0.02%
+43,836
393
$3.51M 0.02%
209,542
-473,561
394
$3.47M 0.02%
176,263
-4,243
395
$3.43M 0.02%
23,647
-180,978
396
$3.4M 0.02%
50,627
+26,661
397
$3.39M 0.02%
51,641
-106,742
398
$3.35M 0.02%
11,489
-3,276
399
$3.34M 0.02%
49,983
-14,187
400
$3.33M 0.02%
23,961
-35,716
14 15
16
17 18