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
676
$751K ﹤0.01%
5,441
-1,519
677
$741K ﹤0.01%
13,106
-19,823
678
$726K ﹤0.01%
2,100
-607
679
$720K ﹤0.01%
62,750
+34,154
680
$716K ﹤0.01%
+4,644
681
$711K ﹤0.01%
+7,681
682
$708K ﹤0.01%
27,693
+8,863
683
$679K ﹤0.01%
415
+114
684
$677K ﹤0.01%
6,471
+2,104
685
$673K ﹤0.01%
17,638
+5,798
686
$646K ﹤0.01%
6,911
+2,203
687
$643K ﹤0.01%
+4,467
688
$640K ﹤0.01%
1,310
+420
689
$633K ﹤0.01%
7,930
+2,545
690
$631K ﹤0.01%
2,521
+803
691
$628K ﹤0.01%
5,276
+1,687
692
$622K ﹤0.01%
28,000
-39,831
693
$613K ﹤0.01%
2,642
+835
694
$599K ﹤0.01%
1,387
+452
695
$595K ﹤0.01%
38,794
-27,126
696
$587K ﹤0.01%
9,120
+2,900
697
$578K ﹤0.01%
+25,000
698
$576K ﹤0.01%
+1,426
699
$566K ﹤0.01%
+4,159
700
$562K ﹤0.01%
10,586
+3,383
26 27
28
29 30