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
551
$1.69M 0.01%
119,472
-7,831
552
$1.66M 0.01%
58,658
-17,241
553
$1.65M 0.01%
13,675
-3,897
554
$1.65M 0.01%
101,024
-153,113
555
$1.65M 0.01%
15,157
-4,276
556
$1.63M 0.01%
8,189
-2,327
557
$1.61M 0.01%
24,953
-7,063
558
$1.59M 0.01%
+17,252
559
$1.59M 0.01%
5,768
-1,663
560
$1.59M 0.01%
+25,870
561
$1.59M 0.01%
19,129
-5,511
562
$1.59M 0.01%
3,311
+2,697
563
$1.59M 0.01%
+7,882
564
$1.59M 0.01%
95,581
+3,840
565
$1.59M 0.01%
19,326
-29,595
566
$1.58M 0.01%
+31,936
567
$1.57M 0.01%
+100,000
568
$1.57M 0.01%
3,882
-5,886
569
$1.56M 0.01%
5,183
-1,420
570
$1.56M 0.01%
5,269
-1,523
571
$1.55M 0.01%
11,791
-3,320
572
$1.54M 0.01%
28,061
+1,154
573
$1.53M 0.01%
22,637
-6,518
574
$1.52M 0.01%
31,922
-19,503
575
$1.5M 0.01%
15,366
-4,367
21 22
23
24 25