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
51
$49.8M 0.33%
795,000
52
$49.5M 0.32%
174,232
-20,729
53
$48.8M 0.32%
374,630
-47,313
54
$48.3M 0.32%
233,538
+97,847
55
$48.2M 0.32%
857,000
56
$48.1M 0.32%
1,076,143
-224,605
57
$44.8M 0.29%
339,348
-201,803
58
$44.6M 0.29%
158,024
-20,705
59
$43.2M 0.28%
85,694
-60,348
60
$42.5M 0.28%
1,013,778
-18,805
61
$42.5M 0.28%
260,426
-257,428
62
$42.1M 0.28%
461,080
+9,622
63
$42.1M 0.28%
241,635
-355,633
64
$41.9M 0.27%
+1,500,000
65
$39.9M 0.26%
194,287
+4,798
66
$38.9M 0.26%
108,797
+44,635
67
$37.9M 0.25%
759,349
-502,566
68
$37.5M 0.25%
546,930
-41,548
69
$37.4M 0.24%
189,043
-23,842
70
$37M 0.24%
641,701
+463,070
71
$35.8M 0.23%
465,246
+206,451
72
$35.6M 0.23%
118,632
+89,240
73
$35.5M 0.23%
83,459
+8,282
74
$34.2M 0.22%
41,447
-6,825
75
$34.2M 0.22%
1,941,944
-67,000
1 2
3
4 5