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
$15.2B
AUM Growth
-$3.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
819
New
Increased
Reduced
Closed

Top Buys

1
+$336M
2
+$67.5M
3
+$44.4M
4
PG icon
Procter & Gamble
PG
+$42.5M
5
BN icon
Brookfield
BN
+$40.4M

Top Sells

1
+$752M
2
+$535M
3
+$411M
4
META icon
Meta Platforms (Facebook)
META
+$353M
5
AMZN icon
Amazon
AMZN
+$310M

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
601
$1.27M 0.01%
22,244
+18,911
602
$1.24M 0.01%
+9,140
603
$1.24M 0.01%
+27,154
604
$1.23M 0.01%
23,010
-156,554
605
$1.23M 0.01%
1,958
+634
606
$1.22M 0.01%
33,568
-2,123
607
$1.21M 0.01%
14,836
+5,295
608
$1.21M 0.01%
41,492
-42,786
609
$1.2M 0.01%
67,114
-19,518
610
$1.2M 0.01%
+13,037
611
$1.2M 0.01%
+53,884
612
$1.2M 0.01%
+61,785
613
$1.19M 0.01%
6,971
-2,010
614
$1.19M 0.01%
26,245
+14,612
615
$1.19M 0.01%
11,839
-3,417
616
$1.18M 0.01%
8,795
-2,503
617
$1.18M 0.01%
42,815
-17,956
618
$1.18M 0.01%
+27,300
619
$1.18M 0.01%
25,002
-1,317
620
$1.17M 0.01%
12,125
+4,382
621
$1.16M 0.01%
33,811
-5,685
622
$1.16M 0.01%
152,505
+82,505
623
$1.15M 0.01%
3,941
-1,183
624
$1.15M 0.01%
47,780
-3,089
625
$1.13M 0.01%
5,940
-1,728
23 24
25
26 27