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
451
$2.49M 0.02%
13,245
+1,039
452
$2.49M 0.02%
14,025
-3,981
453
$2.46M 0.02%
70,909
+54,699
454
$2.46M 0.02%
21,926
-6,480
455
$2.44M 0.02%
57,075
-3,837
456
$2.43M 0.02%
76,613
-4,583
457
$2.42M 0.02%
11,811
-3,349
458
$2.41M 0.02%
15,360
+10,992
459
$2.4M 0.02%
58,423
+19,957
460
$2.39M 0.02%
19,554
-5,514
461
$2.38M 0.02%
5,798
-1,712
462
$2.38M 0.02%
53,502
+28,288
463
$2.38M 0.02%
117,863
+90,550
464
$2.37M 0.02%
23,552
+7,534
465
$2.36M 0.02%
7,185
-2,021
466
$2.32M 0.02%
20,727
-5,807
467
$2.31M 0.02%
130,325
-34,803
468
$2.3M 0.02%
14,269
+7,566
469
$2.29M 0.02%
15,358
-23,257
470
$2.27M 0.01%
15,304
-78,104
471
$2.26M 0.01%
11,986
-3,303
472
$2.26M 0.01%
83,343
+6,305
473
$2.24M 0.01%
42,478
-11,950
474
$2.24M 0.01%
28,162
-43,190
475
$2.24M 0.01%
5,389
-1,517
17 18
19
20 21