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
576
$1.5M 0.01%
40,394
-11,976
577
$1.49M 0.01%
11,196
-3,276
578
$1.49M 0.01%
5,423
-1,468
579
$1.47M 0.01%
45,342
-3,767
580
$1.47M 0.01%
+23,761
581
$1.45M 0.01%
6,263
-63,989
582
$1.44M 0.01%
120,316
-34,105
583
$1.43M 0.01%
26,844
-40,657
584
$1.43M 0.01%
20,656
+9,244
585
$1.42M 0.01%
44,818
-3,091
586
$1.42M 0.01%
+150,000
587
$1.42M 0.01%
16,568
-4,703
588
$1.39M 0.01%
5,113
-1,482
589
$1.38M 0.01%
15,854
-24,166
590
$1.38M 0.01%
144,936
-41,131
591
$1.35M 0.01%
14,939
-55,061
592
$1.34M 0.01%
+86,705
593
$1.33M 0.01%
33,962
-259,677
594
$1.32M 0.01%
28,572
-7,856
595
$1.3M 0.01%
12,358
-3,544
596
$1.3M 0.01%
+14,719
597
$1.29M 0.01%
27,388
-41,746
598
$1.29M 0.01%
25,556
-7,215
599
$1.27M 0.01%
56,886
-16,007
600
$1.27M 0.01%
25,756
-7,246
22 23
24
25 26