CWM

CIBC World Markets Portfolio holdings

AUM $19.9B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.1B
AUM Growth
+$2.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,919
New
Increased
Reduced
Closed

Top Buys

1
+$196M
2
+$171M
3
+$139M
4
META icon
Meta Platforms (Facebook)
META
+$121M
5
LIN icon
Linde
LIN
+$72.3M

Top Sells

1
+$155M
2
+$136M
3
+$93.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$82.2M
5
NVDA icon
NVIDIA
NVDA
+$50.6M

Sector Composition

1 Technology 37.01%
2 Financials 11.77%
3 Consumer Discretionary 11.12%
4 Communication Services 10.47%
5 Healthcare 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$501K ﹤0.01%
3,250
-2,518
802
$500K ﹤0.01%
16,958
-162,042
803
$500K ﹤0.01%
20,514
-15,856
804
$500K ﹤0.01%
19,690
-16,879
805
$499K ﹤0.01%
2,606
-2,053
806
$498K ﹤0.01%
14,729
-11,744
807
$496K ﹤0.01%
+10,199
808
$494K ﹤0.01%
1,468
-1,343
809
$493K ﹤0.01%
6,361
-4,898
810
$490K ﹤0.01%
6,978
-5,692
811
$490K ﹤0.01%
3,562
-341
812
$488K ﹤0.01%
6,423
-5,703
813
$487K ﹤0.01%
6,098
-4,894
814
$485K ﹤0.01%
10,748
-5,669
815
$484K ﹤0.01%
45,148
-26,708
816
$484K ﹤0.01%
22,574
-22,773
817
$481K ﹤0.01%
5,811
-5,191
818
$479K ﹤0.01%
29,888
-33,632
819
$477K ﹤0.01%
5,339
-4,391
820
$476K ﹤0.01%
14,394
-10,967
821
$472K ﹤0.01%
3,421
-2,621
822
$472K ﹤0.01%
12,227
-10,419
823
$472K ﹤0.01%
11,857
+26
824
$471K ﹤0.01%
36,380
-3,402
825
$468K ﹤0.01%
6,266
-4,950
31 32
33
34 35