CWM

CIBC World Markets Portfolio holdings

AUM $19.9B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.6B
AUM Growth
-$4.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,879
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$52.2M
3
+$46.6M
4
XP icon
XP
XP
+$25.2M
5
EA icon
Electronic Arts
EA
+$22.9M

Top Sells

1
+$587M
2
+$142M
3
+$126M
4
AAPL icon
Apple
AAPL
+$111M
5
META icon
Meta Platforms (Facebook)
META
+$111M

Sector Composition

1 Technology 31.33%
2 Financials 11.93%
3 Consumer Discretionary 10.24%
4 Communication Services 10.03%
5 Healthcare 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.75M 0.01%
6,205
-1,912
527
$1.75M 0.01%
65,978
-20,122
528
$1.74M 0.01%
19,932
-6,140
529
$1.73M 0.01%
13,882
-4,359
530
$1.72M 0.01%
9,691
-33,838
531
$1.72M 0.01%
51,341
-22,949
532
$1.72M 0.01%
46,383
-1,849
533
$1.7M 0.01%
13,758
+7,956
534
$1.69M 0.01%
41,859
-30,284
535
$1.69M 0.01%
34,867
-121,770
536
$1.69M 0.01%
37,473
+9,173
537
$1.68M 0.01%
19,041
+11,011
538
$1.68M 0.01%
27,183
-9,493
539
$1.68M 0.01%
20,084
+5,178
540
$1.67M 0.01%
14,002
+8,097
541
$1.67M 0.01%
99,000
-4,045
542
$1.67M 0.01%
145,448
-5,749
543
$1.65M 0.01%
9,134
-2,843
544
$1.65M 0.01%
8,265
-1,950
545
$1.65M 0.01%
34,880
+20,169
546
$1.64M 0.01%
20,990
-73,574
547
$1.63M 0.01%
7,018
+56
548
$1.62M 0.01%
19,645
-71,969
549
$1.61M 0.01%
8,797
-2,720
550
$1.6M 0.01%
12,670
-3,983
20 21
22
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