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
726
$451K ﹤0.01%
11,114
+3,552
727
$442K ﹤0.01%
5,651
+1,811
728
$442K ﹤0.01%
1,924
+617
729
$437K ﹤0.01%
5,163
+1,628
730
$436K ﹤0.01%
753
+240
731
$433K ﹤0.01%
2,305
-6,620
732
$431K ﹤0.01%
7,042
+2,249
733
$419K ﹤0.01%
+11,396
734
$418K ﹤0.01%
1,040
+333
735
$417K ﹤0.01%
12,563
-8,810
736
$416K ﹤0.01%
8,863
+2,846
737
$415K ﹤0.01%
+4,574
738
$407K ﹤0.01%
3,110
-8,745
739
$404K ﹤0.01%
4,552
+1,418
740
$399K ﹤0.01%
2,172
+696
741
$398K ﹤0.01%
2,916
+906
742
$397K ﹤0.01%
+45,736
743
$395K ﹤0.01%
6,536
+2,063
744
$394K ﹤0.01%
10,630
+3,630
745
$392K ﹤0.01%
4,940
+1,579
746
$390K ﹤0.01%
4,253
+1,360
747
$364K ﹤0.01%
+8,028
748
$364K ﹤0.01%
6,607
+2,114
749
$359K ﹤0.01%
15,840
+5,047
750
$347K ﹤0.01%
+13,929
28 29
30
31 32