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
401
$3.3M 0.02%
43,105
-13,056
402
$3.3M 0.02%
12,348
-3,498
403
$3.3M 0.02%
65,577
-4,430
404
$3.28M 0.02%
4,846
-11,756
405
$3.26M 0.02%
27,274
-1,760
406
$3.22M 0.02%
64,225
-159,960
407
$3.21M 0.02%
158,248
+140,681
408
$3.19M 0.02%
18,360
+1,474
409
$3.17M 0.02%
70,047
-4,921
410
$3.14M 0.02%
34,623
-9,808
411
$3.14M 0.02%
2,509
-680
412
$3.13M 0.02%
24,189
-6,835
413
$3.09M 0.02%
+60,000
414
$3.03M 0.02%
46,690
-13,350
415
$2.99M 0.02%
57,615
+40,393
416
$2.94M 0.02%
7,427
-2,095
417
$2.94M 0.02%
475,000
+200,000
418
$2.92M 0.02%
14,728
-4,202
419
$2.91M 0.02%
101,654
+9,191
420
$2.9M 0.02%
96,041
-16,454
421
$2.9M 0.02%
2,180
-618
422
$2.9M 0.02%
14,864
-1,010
423
$2.84M 0.02%
54,275
-82,165
424
$2.81M 0.02%
54,393
+27,290
425
$2.8M 0.02%
27,379
-4,567
15 16
17
18 19