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
-$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
807
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$154M
3
+$102M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$87.5M
5
AMZN icon
Amazon
AMZN
+$70.6M

Top Sells

1
+$484M
2
+$388M
3
+$320M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$165M
5
NVDA icon
NVIDIA
NVDA
+$147M

Sector Composition

1 Technology 30.55%
2 Financials 11.57%
3 Communication Services 11.31%
4 Consumer Discretionary 10.27%
5 Healthcare 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.2M 0.01%
41,472
+8,699
577
$1.17M 0.01%
+8,490
578
$1.16M 0.01%
18,902
-40,972
579
$1.15M 0.01%
68,975
+6,225
580
$1.13M 0.01%
70,981
+45,981
581
$1.12M 0.01%
+160,000
582
$1.11M 0.01%
707
+166
583
$1.08M 0.01%
6,996
+1,658
584
$1.07M 0.01%
+16,644
585
$1.06M 0.01%
9,359
+6,249
586
$1.06M 0.01%
16,532
+3,512
587
$1.04M 0.01%
2,578
+585
588
$984K 0.01%
19,838
+4,479
589
$967K 0.01%
+18,278
590
$955K 0.01%
84,265
+45,471
591
$953K 0.01%
11,588
-10,473
592
$949K 0.01%
25,502
+7,864
593
$942K 0.01%
6,800
+1,359
594
$929K 0.01%
6,582
+1,592
595
$928K 0.01%
62,000
-33,581
596
$927K 0.01%
+2,538
597
$925K 0.01%
1,729
+419
598
$921K 0.01%
547
+132
599
$919K 0.01%
6,424
-2,176
600
$884K 0.01%
3,096
+743
22 23
24
25 26