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
76
$33.8M 0.22%
176,926
+49,563
77
$33.5M 0.22%
258,841
+215,343
78
$33M 0.22%
143,174
+21,388
79
$32.9M 0.22%
180,790
-46,448
80
$31.7M 0.21%
94,868
+48,356
81
$31.6M 0.21%
345,175
+145,353
82
$31.6M 0.21%
335,362
-55,623
83
$31.4M 0.21%
162,789
+79,592
84
$31.2M 0.2%
1,588,619
+1,291,903
85
$31.1M 0.2%
263,803
-361,532
86
$30.7M 0.2%
47,245
-59,929
87
$30.4M 0.2%
131,590
+43,675
88
$29.9M 0.2%
35,889
-13,100
89
$29.9M 0.2%
412,719
-115,842
90
$28.5M 0.19%
138,113
-559,670
91
$28.2M 0.18%
169,046
+166,543
92
$28M 0.18%
53,565
-7,549
93
$27.6M 0.18%
106,475
+2,978
94
$26.8M 0.18%
202,163
-2,627
95
$26.7M 0.18%
181,948
+14,640
96
$26.1M 0.17%
98,653
+96,545
97
$25.7M 0.17%
124,924
-4,062
98
$24.8M 0.16%
85,309
+1,095
99
$24.3M 0.16%
152,244
+12,786
100
$23.9M 0.16%
182,068
+17,292
2 3
4
5 6