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
501
$2.02M 0.01%
64,000
-74,983
502
$2.02M 0.01%
4,710
-1,360
503
$2.02M 0.01%
54,541
+13,429
504
$2.02M 0.01%
19,906
-5,570
505
$2M 0.01%
22,602
-6,025
506
$2M 0.01%
11,982
-18,362
507
$1.99M 0.01%
47,509
+36,866
508
$1.97M 0.01%
+6,386
509
$1.95M 0.01%
26,362
-7,479
510
$1.95M 0.01%
15,301
-4,300
511
$1.95M 0.01%
+150,000
512
$1.94M 0.01%
22,185
-248,057
513
$1.93M 0.01%
+7,560
514
$1.93M 0.01%
37,319
-56,079
515
$1.92M 0.01%
22,664
+7,357
516
$1.91M 0.01%
395,000
-820,000
517
$1.89M 0.01%
+20,000
518
$1.89M 0.01%
19,656
-27,027
519
$1.88M 0.01%
92,715
-6,744
520
$1.88M 0.01%
7,103
+2,340
521
$1.88M 0.01%
36,068
-42,566
522
$1.87M 0.01%
+100,000
523
$1.85M 0.01%
8,486
-2,536
524
$1.85M 0.01%
7,590
-2,146
525
$1.85M 0.01%
23,730
-7,794
19 20
21
22 23