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
426
$2.79M 0.02%
+78,166
427
$2.78M 0.02%
13,500
+5,000
428
$2.77M 0.02%
79,418
+41,830
429
$2.77M 0.02%
+36,000
430
$2.76M 0.02%
7,706
-4,517
431
$2.76M 0.02%
20,922
-5,977
432
$2.75M 0.02%
52,038
-79,243
433
$2.74M 0.02%
17,553
-5,299
434
$2.74M 0.02%
24,497
-7,221
435
$2.73M 0.02%
56,000
-1,189
436
$2.72M 0.02%
38,485
-10,846
437
$2.68M 0.02%
39,211
-11,149
438
$2.67M 0.02%
12,218
+6,535
439
$2.67M 0.02%
14,838
-520
440
$2.67M 0.02%
50,000
441
$2.64M 0.02%
326
-480
442
$2.64M 0.02%
25,815
-7,255
443
$2.62M 0.02%
17,958
-5,098
444
$2.6M 0.02%
31,662
-8,939
445
$2.6M 0.02%
38,343
-45,241
446
$2.6M 0.02%
78,758
-21,271
447
$2.58M 0.02%
21,419
-114,413
448
$2.58M 0.02%
13,411
-10,322
449
$2.58M 0.02%
12,354
-3,572
450
$2.57M 0.02%
22,061
+1,938
16 17
18
19 20