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
751
$346K ﹤0.01%
1,554
+491
752
$346K ﹤0.01%
2,385
+748
753
$342K ﹤0.01%
1,792
+573
754
$339K ﹤0.01%
65,000
755
$335K ﹤0.01%
16,626
+4,611
756
$334K ﹤0.01%
5,121
+1,664
757
$329K ﹤0.01%
+4,579
758
$318K ﹤0.01%
19,825
-208
759
$316K ﹤0.01%
1,839
+587
760
$303K ﹤0.01%
14,151
+4,543
761
$301K ﹤0.01%
+10,000
762
$301K ﹤0.01%
19,602
-63,774
763
$298K ﹤0.01%
27,223
+8,886
764
$295K ﹤0.01%
+25,000
765
$295K ﹤0.01%
2,449
+778
766
$293K ﹤0.01%
+10,209
767
$292K ﹤0.01%
+5,042
768
$289K ﹤0.01%
+1,811
769
$284K ﹤0.01%
+3,600
770
$280K ﹤0.01%
+20,079
771
$270K ﹤0.01%
3,934
+1,261
772
$270K ﹤0.01%
10,113
+3,169
773
$266K ﹤0.01%
+7,045
774
$265K ﹤0.01%
+3,974
775
$255K ﹤0.01%
10,489
+3,260
29 30
31
32 33