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
651
$922K 0.01%
+5,967
652
$909K 0.01%
6,838
+2,291
653
$889K 0.01%
11,681
-3,326
654
$885K 0.01%
188,287
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655
$865K 0.01%
11,950
-885,000
656
$864K 0.01%
6,148
+1,966
657
$856K 0.01%
35,416
-2,438
658
$835K 0.01%
10,528
-3,138
659
$827K 0.01%
+7,479
660
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12,002
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661
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18,277
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662
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541
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663
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23,230
-36,054
664
$807K 0.01%
+15,037
665
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8,222
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12,506
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668
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669
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670
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5,338
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671
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672
$786K 0.01%
2,353
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673
$781K 0.01%
1,993
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674
$775K 0.01%
16,199
-1,255
675
$768K 0.01%
5,138
+1,656
25 26
27
28 29