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
776
$251K ﹤0.01%
+12,550
777
$250K ﹤0.01%
+1,174
778
$241K ﹤0.01%
+1,574
779
$235K ﹤0.01%
+7,705
780
$92.2K ﹤0.01%
6,667
-35,000
781
$62.8K ﹤0.01%
+10,000
782
– –
0
783
– –
-10,000
784
– –
-230,000
785
– –
-54,700
786
– –
-60,000
787
– –
-100,000
788
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-304,966
789
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790
– –
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791
– –
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792
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793
– –
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794
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795
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796
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797
– –
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798
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799
– –
-160,000
800
– –
0
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