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
26
$87.5M 0.57%
188,344
+17,303
27
$86.8M 0.57%
2,289,324
-1,293,606
28
$79.3M 0.52%
317,675
+79,037
29
$77.3M 0.51%
1,284,771
+631,956
30
$76.4M 0.5%
434,491
-558,185
31
$74.9M 0.49%
1,727,752
+2,151
32
$72.1M 0.47%
172,719
+61,586
33
$71.1M 0.47%
581,466
-374,097
34
$71M 0.47%
185,075
-8,540
35
$70.8M 0.46%
+866,700
36
$69.8M 0.46%
120,084
-49,635
37
$69.5M 0.46%
714,870
+92,220
38
$69.2M 0.45%
1,093,993
+8,239
39
$66M 0.43%
418,497
-16,442
40
$63.5M 0.42%
1,438,168
-315,618
41
$62.8M 0.41%
208,570
+23,866
42
$58.4M 0.38%
323,794
-320,384
43
$57.6M 0.38%
252,825
+108,017
44
$55.9M 0.37%
330,403
-214,800
45
$55.2M 0.36%
952,540
-92,211
46
$53.6M 0.35%
460,946
-172,363
47
$51.7M 0.34%
326,655
+6,893
48
$50.5M 0.33%
721,678
+351,219
49
$50.1M 0.33%
160,236
+108,844
50
$49.9M 0.33%
136,294
+60,742
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