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
701
$555K ﹤0.01%
+34,109
702
$555K ﹤0.01%
4,023
+1,303
703
$548K ﹤0.01%
186,822
-11,885
704
$547K ﹤0.01%
+45,811
705
$545K ﹤0.01%
+7,229
706
$541K ﹤0.01%
38,970
+4,226
707
$536K ﹤0.01%
2,382
+670
708
$531K ﹤0.01%
8,096
+2,607
709
$531K ﹤0.01%
40,973
+13,093
710
$529K ﹤0.01%
25,275
-70,176
711
$527K ﹤0.01%
13,858
+4,181
712
$511K ﹤0.01%
7,404
+2,371
713
$509K ﹤0.01%
6,139
+1,962
714
$508K ﹤0.01%
+7,341
715
$506K ﹤0.01%
+13,075
716
$501K ﹤0.01%
6,706
-4,727
717
$497K ﹤0.01%
8,349
+2,688
718
$472K ﹤0.01%
15,545
+4,915
719
$470K ﹤0.01%
20,670
+6,499
720
$467K ﹤0.01%
+19,669
721
$465K ﹤0.01%
4,462
+1,428
722
$464K ﹤0.01%
+50,000
723
$463K ﹤0.01%
+6,000
724
$456K ﹤0.01%
8,732
+2,811
725
$456K ﹤0.01%
3,613
-2,577
27 28
29
30 31