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
$15.1B
AUM Growth
+$2.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,919
New
Increased
Reduced
Closed

Top Buys

1
+$199M
2
+$177M
3
+$173M
4
META icon
Meta Platforms (Facebook)
META
+$145M
5
LIN icon
Linde
LIN
+$74.3M

Top Sells

1
+$155M
2
+$152M
3
+$101M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$88.5M
5
NVDA icon
NVIDIA
NVDA
+$63.5M

Sector Composition

1 Technology 37.01%
2 Financials 11.77%
3 Consumer Discretionary 11.12%
4 Communication Services 10.47%
5 Healthcare 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CTRA icon
476
Coterra Energy
CTRA
$19.3B
$2.44M 0.02%
96,080
+7,250
MKC.V icon
477
McCormick & Company Voting
MKC.V
$18.3B
$2.41M 0.02%
31,799
-56,035
NI icon
478
NiSource
NI
$20.5B
$2.39M 0.02%
59,227
+2,686
STKL
479
SunOpta
STKL
$551M
$2.39M 0.02%
411,800
-9,143
POOL icon
480
Pool Corp
POOL
$9.88B
$2.38M 0.02%
8,180
-281
EL icon
481
Estee Lauder
EL
$41.7B
$2.38M 0.01%
29,472
-51,962
RBLX icon
482
Roblox
RBLX
$59.4B
$2.35M 0.01%
22,298
+182
NWS icon
483
News Corp Class B
NWS
$17.1B
$2.34M 0.01%
68,253
-30,297
EGP icon
484
EastGroup Properties
EGP
$9.93B
$2.33M 0.01%
13,962
-548
LII icon
485
Lennox International
LII
$18.4B
$2.3M 0.01%
4,020
+155
TRMB icon
486
Trimble
TRMB
$19B
$2.3M 0.01%
30,320
+745
MNRO icon
487
Monro
MNRO
$624M
$2.29M 0.01%
153,682
-2,946
DHC
488
Diversified Healthcare Trust
DHC
$1.3B
$2.28M 0.01%
637,058
-21,409
ZBH icon
489
Zimmer Biomet
ZBH
$17.7B
$2.27M 0.01%
24,894
+882
LNG icon
490
Cheniere Energy
LNG
$43B
$2.26M 0.01%
9,278
-931
FTV icon
491
Fortive
FTV
$17.6B
$2.23M 0.01%
42,786
-12,174
SPHY icon
492
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.6B
$2.21M 0.01%
93,012
+871
HAL icon
493
Halliburton
HAL
$27.8B
$2.21M 0.01%
108,280
+3,097
NNN icon
494
NNN REIT
NNN
$7.97B
$2.16M 0.01%
50,038
-2,356
ADC icon
495
Agree Realty
ADC
$8.31B
$2.14M 0.01%
29,234
-666
FDS icon
496
Factset
FDS
$11B
$2.13M 0.01%
4,772
+187
FFIV icon
497
F5
FFIV
$15.5B
$2.13M 0.01%
7,239
+241
PNR icon
498
Pentair
PNR
$17B
$2.13M 0.01%
20,723
+791
PFG icon
499
Principal Financial Group
PFG
$20B
$2.12M 0.01%
26,730
+516
KEY icon
500
KeyCorp
KEY
$22.7B
$2.12M 0.01%
121,834
+4,787
18 19
20
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