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
526
$1.83M 0.01%
19,663
-5,454
527
$1.83M 0.01%
16,266
+5,211
528
$1.82M 0.01%
13,244
-20,511
529
$1.81M 0.01%
10,548
+3,371
530
$1.81M 0.01%
8,089
-2,281
531
$1.8M 0.01%
63,319
-17,923
532
$1.8M 0.01%
4,244
-1,172
533
$1.8M 0.01%
15,157
-3,954
534
$1.8M 0.01%
31,437
-2,123
535
$1.78M 0.01%
29,431
-8,122
536
$1.77M 0.01%
13,533
-3,977
537
$1.77M 0.01%
14,559
-4,221
538
$1.77M 0.01%
10,466
-3,132
539
$1.75M 0.01%
76,254
+24,838
540
$1.75M 0.01%
22,201
-6,706
541
$1.75M 0.01%
+14,235
542
$1.75M 0.01%
3,518
-5,286
543
$1.74M 0.01%
10,145
-2,831
544
$1.74M 0.01%
16,020
-4,503
545
$1.73M 0.01%
15,347
-4,368
546
$1.73M 0.01%
+25,000
547
$1.72M 0.01%
12,810
-3,742
548
$1.71M 0.01%
8,600
+2,139
549
$1.7M 0.01%
8,992
-2,558
550
$1.7M 0.01%
8,961
-2,581
20 21
22
23 24