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
476
$2.22M 0.01%
7,107
-1,979
477
$2.22M 0.01%
9,887
-2,836
478
$2.22M 0.01%
42,996
-12,209
479
$2.21M 0.01%
94,088
-6,335
480
$2.2M 0.01%
25,631
-7,220
481
$2.18M 0.01%
56,677
-3,493
482
$2.18M 0.01%
14,043
-21,324
483
$2.17M 0.01%
50,872
-14,405
484
$2.17M 0.01%
20,639
-6,239
485
$2.16M 0.01%
41,163
-183,031
486
$2.16M 0.01%
+200,000
487
$2.14M 0.01%
215,956
-6,421
488
$2.14M 0.01%
76,012
+10,148
489
$2.13M 0.01%
44,573
-176,981
490
$2.13M 0.01%
31,606
-8,972
491
$2.12M 0.01%
4,029
+3,467
492
$2.11M 0.01%
9,635
+857
493
$2.1M 0.01%
30,078
-35,502
494
$2.1M 0.01%
75,392
-21,505
495
$2.09M 0.01%
35,004
-9,951
496
$2.08M 0.01%
31,893
+25,253
497
$2.07M 0.01%
83,217
-5,405
498
$2.05M 0.01%
52,991
-14,265
499
$2.04M 0.01%
5,936
-1,673
500
$2.04M 0.01%
73,946
-20,930
18 19
20
21 22