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
$2.96B
AUM Growth
-$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$72.2M
3
+$71.6M
4
META icon
Meta Platforms (Facebook)
META
+$50.5M
5
JNJ icon
Johnson & Johnson
JNJ
+$41.4M

Top Sells

1
+$133M
2
+$120M
3
+$95.1M
4
CTXS
Citrix Systems Inc
CTXS
+$78.8M
5
PM icon
Philip Morris
PM
+$72M

Sector Composition

1 Consumer Staples 18.41%
2 Technology 18.22%
3 Healthcare 16.76%
4 Communication Services 12.15%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.11M 0.13%
+96,614
77
$4.64M 0.12%
29,576
+3,207
78
$4.46M 0.12%
+98,411
79
$4.24M 0.11%
67,656
+7,380
80
$4.18M 0.11%
52,585
+31,985
81
$4.18M 0.11%
3,345
+370
82
$4.08M 0.11%
262,770
-4,203,020
83
$4.08M 0.11%
17,827
+11,085
84
$3.58M 0.09%
107,026
+98,813
85
$3.34M 0.09%
+22,130
86
$3.23M 0.08%
33,700
+3,820
87
$2.98M 0.08%
18,066
+1,815
88
$2.87M 0.07%
+67,315
89
$2.82M 0.07%
30,689
+3,260
90
$2.64M 0.07%
288,550
+31,870
91
$2.58M 0.07%
+194,724
92
$2.42M 0.06%
6,914
+645
93
$2.39M 0.06%
81,682
-6,750
94
$2.35M 0.06%
54,206
+5,133
95
$2.34M 0.06%
40,819
-355,705
96
$2.25M 0.06%
+16,173
97
$2.18M 0.06%
81,534
+8,532
98
$2.06M 0.05%
145,905
+27,135
99
$2M 0.05%
73,819
+6,696
100
$1.96M 0.05%
49,404
+5,332
2 3
4
5 6