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
101
$1.92M 0.05%
17,238
+1,838
102
$1.81M 0.05%
77,270
+6,594
103
$1.77M 0.05%
22,583
+1,836
104
$1.76M 0.05%
97,485
+10,065
105
$1.76M 0.05%
15,092
+1,293
106
$1.76M 0.05%
73,376
+5,577
107
$1.7M 0.04%
23,085
+2,475
108
$1.69M 0.04%
1,437,520
+147,160
109
$1.68M 0.04%
193,191
+19,935
110
$1.63M 0.04%
29,958
+3,224
111
$1.54M 0.04%
20,319
+1,772
112
$1.53M 0.04%
27,070
+2,785
113
$1.5M 0.04%
15,870
+1,791
114
$1.48M 0.04%
34,131
+4,178
115
$1.45M 0.04%
53,267
+5,387
116
$1.44M 0.04%
24,203
+2,560
117
$1.43M 0.04%
16,665
+1,573
118
$1.39M 0.04%
10,194
+975
119
$1.33M 0.03%
22,723
+1,945
120
$1.29M 0.03%
32,688
+2,132
121
$1.27M 0.03%
59,898
+7,593
122
$1.24M 0.03%
43,167
+3,031
123
$1.23M 0.03%
35,417
+3,815
124
$1.17M 0.03%
20,707
+2,117
125
$1.13M 0.03%
17,036
+1,837
3 4
5
6 7